Early-stage investing is betting a founder can find the right idea: VC's thread
dunkhippo33 · x · 2026-10-28
The root of dunkhippo33's investing thread. His core claim: at the earliest stage you're betting on whether a founder can find the right idea—the best ones stay curious, stay close to customers, and move fast when they see something better. But you can't just invest in great founders; the idea and natural market demand matter just as much. The thread cites pivots like Rupa Health and Mejuri as examples of companies that flailed before hitting market pull.
Related event: VC Thread: Early Investing Is Betting Founders Find the Right Idea(4 posts)→
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