Early-stage investing is betting on whether a founder finds the right idea
dunkhippo33 · x · 2026-10-28
Part of dunkhippo33's thread on early-stage investing. After arguing that fast growth depends more on natural market demand than hustle, he adds: at the earliest stages you're really betting on whether a founder can find the right idea—the best ones stay curious, stay close to customers, and pivot fast when they see something better. But you can't just invest in great founders; the idea matters.
Related event: VC Thread: Early Investing Is Betting Founders Find the Right Idea(4 posts)→
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