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← A business can have market fit, real advantages, and sustained effort…
17 connected korrents · 16 moments on record from 1 Jan 2020 to 11 Sept 2026.
Everything filed under product management
product management
Everything filed under investing
investing
Everything filed under Silicon Valley
Silicon Valley
Everything filed under venture capital
venture capital
Everything filed under startups
startups
Everything filed under economists
economists Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. Last stated 4 months ago
2 Jun 2026
JJ
Justin Jackson — holds since 2026-06-02 — tap for who they are
Same subject: Shipping ten times as much is not an advantage, because the moment you ship something you are stuck supporting it forever and every later feature has to interact with it. — tap to centre the map on it Shipping ten times as much is not an advantage, because the moment you ship something you are stuck supporting it forever and every later feature has to interact with it. Last stated 4 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it. — tap to centre the map on it A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it. Last stated a year ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it. — tap to centre the map on it Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it. Last stated 5 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: Product-market fit shows up as anger when you tell people they cannot have it yet, not as polite interest. — tap to centre the map on it Product-market fit shows up as anger when you tell people they cannot have it yet, not as polite interest. Last stated a month ago
10 Aug 2026
PS
Peter Steinberger — holds since 2026-08-10 — tap for who they are
Same subject: A product can be technically impressive yet fail because it launched before a real market for it existed. — tap to centre the map on it A product can be technically impressive yet fail because it launched before a real market for it existed. Last stated a week ago
11 Sept 2026
MS
M.G. Siegler — holds since 2026-09-11 — tap for who they are
Same subject: Someone who is not already product-first almost never becomes good at product afterwards. — tap to centre the map on it Someone who is not already product-first almost never becomes good at product afterwards. Last stated 3 months ago
9 Jun 2026
BG
Bill Gurley — holds since 2026-06-09 — tap for who they are
Same subject: Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium. — tap to centre the map on it Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium. Last stated 2 years ago
6 Mar 2025
AV
Austin Vernon — holds since 2025-03-06 — tap for who they are
Same subject: Competition that removes differentiation makes everyone worse off, because it assumes people already know what they want. — tap to centre the map on it Competition that removes differentiation makes everyone worse off, because it assumes people already know what they want. Last stated 9 months ago
9 Dec 2025
RS
Rory Sutherland — holds since 2025-12-09 — tap for who they are
Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enough eventually has no need for investors. Last stated 3 weeks ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 4 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 9 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. Last stated 10 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. Last stated 2 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. Last stated 6 months ago
26 Mar 2026
KC
Kyle Chayka — holds since 2026-03-26 — tap for who they are
Same subject: Consumer internet is not the highest form of technology, and treating it as such pulls talent away from the industries that matter more. — tap to centre the map on it Consumer internet is not the highest form of technology, and treating it as such pulls talent away from the industries that matter more. Last stated 7 years ago
1 Jan 2020
DW
Dan Wang — holds since 2020-01-01 — tap for who they are
At the centre
A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use.
Holds Read this korrent →
Shipping ten times as much is not an advantage, because the moment you ship something you are stuck supporting it forever and every later feature has to interact with it.
Holds
A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it.
Holds
Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it.
Holds
Product-market fit shows up as anger when you tell people they cannot have it yet, not as polite interest.
Holds
A product can be technically impressive yet fail because it launched before a real market for it existed.
Holds
Someone who is not already product-first almost never becomes good at product afterwards.
Holds
Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium.
Holds
Competition that removes differentiation makes everyone worse off, because it assumes people already know what they want.
Holds
A company that grows enough eventually has no need for investors.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Holds
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Holds
AI companies promote themselves around 'taste' because their products are unappealing outside tech circles.
Holds
Consumer internet is not the highest form of technology, and treating it as such pulls talent away from the industries that matter more.
Holds