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← A hardware company can be doing everything right and still fail the Rule of 40 for years.

17 connected korrents · 17 moments from 5 Sept 2024 to 20 Sept 2026.

Everything filed under startups startups Everything filed under management management Everything filed under semiconductors semiconductors Everything filed under infrastructure infrastructure Everything filed under Silicon Valley Silicon Valley Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: A hardware company can be doing everything right and still fail the Rule of 40 for years. A hardware company can be doing everythingright and still fail the Rule of 40 foryears. Last stated 5 months ago 15 Jun 2026 BF Brad Feld — holds since 2026-06-15 — tap for who they are Same subject: In hardware you cannot afford a mistake, because today's work ships two years later and fixing an error can cost another year. — tap to centre the map on it In hardware you cannot afford amistake, because today's work shipstwo years later and fixing an errorcan cost another year. Last stated 7 months ago 12 Apr 2026 ES Evan Spiegel — holds since 2026-04-12 — tap for who they are Same subject: The half-life of a technology company is short, and the few that last decades are the exception rather than the rule. — tap to centre the map on it The half-life of a technologycompany is short, and the few thatlast decades are the exceptionrather than the rule. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: Software cannot reach its next level until somebody builds the next level of hardware underneath it. — tap to centre the map on it Software cannot reach its next leveluntil somebody builds the next levelof hardware underneath it. Last stated 5 months ago 7 Jun 2026 TF Tony Fadell — holds since 2026-06-07 — tap for who they are Same subject: A company cannot be led by machines, because nobody would have recourse against them. — tap to centre the map on it A company cannot be led by machines,because nobody would have recourseagainst them. Last stated 2 months ago 15 Sept 2026 TL Tobias Lütke — holds since 2026-09-15 — tap for who they are Same subject: A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. — tap to centre the map on it A computer company has to live fiveto ten years in the future, becausea system takes three years to build,two to ramp, and is then used for adecade. Last stated 3 months ago 26 Jul 2026 JH Jensen Huang — holds since 2026-07-26 — tap for who they are Same subject: Deep tech companies rarely fail because the technology does not work; they fail because nobody built the systems to run the organisation around it. — tap to centre the map on it Deep tech companies rarely failbecause the technology does notwork; they fail because nobody builtthe systems to run the organisationaround it. Last stated 3 months ago 7 Aug 2026 MH Max Hodak — holds since 2026-08-07 — tap for who they are Same subject: A company that has become bored with the mechanics of running a business cannot succeed, regardless of its strategic success. — tap to centre the map on it A company that has become bored withthe mechanics of running a businesscannot succeed, regardless of itsstrategic success. Last stated 2 months ago 20 Sept 2026 BC Bryan Cantrill — holds since 2026-09-20 — tap for who they are Same subject: Tech companies' trick is to claim that thousands of years of hard-won rules do not apply to them — tap to centre the map on it Tech companies' trick is to claimthat thousands of years of hard-wonrules do not apply to them Last stated 2 years ago 5 Sept 2024 YH Yuval Noah Harari — holds since 2024-09-05 — tap for who they are Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question tomake a founder answer — the honestanswer can simply be that youstarted now. Last stated 3 months ago 28 Jul 2026 BS Blake Scholl — holds since 2026-07-28 — tap for who they are Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is awarning, and a belief everybodyshares is also a warning; the rightnumber of people who agree with youis small but not zero. Last stated 3 months ago 28 Jul 2026 SA Sam Altman — holds since 2026-07-28 — tap for who they are Same subject: A big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious. — tap to centre the map on it A big venture firm's edge isdeploying capital into what isobviously working; a small firm's isbacking a founder or idea that isnot yet obvious. Last stated a year ago 23 Jul 2025 JS Jon Sakoda — holds since 2025-07-23 — tap for who they are Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has anadvantage over a repeat winner,because past success makes it tooeasy to raise money and hire againsta big vision before there isproduct-market fit. Last stated 5 months ago 14 Jun 2026 MP Mark Pincus — holds since 2026-06-14 — tap for who they are Same subject: A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model. — tap to centre the map on it A venture capital "regatta", wheremost of the race happens before theSeries A, is replacing the VCfactory model. Last stated 2 years ago 9 Dec 2024 SL Sam Lessin — holds since 2024-12-09 — tap for who they are Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common finalownership stake for the founder of aVC-funded startup that works out. Last stated 4 months ago 18 Jul 2026 PL Pieter Levels — holds since 2026-07-18 — tap for who they are Same subject: A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know theirown goal dies by a thousandcompromises and ends up running acompany they do not want to work at. Last stated 5 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: AI research follows a power law, as startup investing does: the best bet outperforms all the others put together. — tap to centre the map on it AI research follows a power law, asstartup investing does: the best betoutperforms all the others puttogether. Last stated 2 months ago 23 Aug 2026 SA Sam Altman — holds since 2026-08-23 — tap for who they are Same subject: An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. — tap to centre the map on it An investor who passes on a pitchthey find truly novel will oftenstill refer it to another investor,to get credit for having found it. Last stated 3 months ago 5 Aug 2026 ZH Zach Holman — holds since 2026-08-05 — tap for who they are
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At the centre A hardware company can be doing everything right and still fail the Rule of 40 for years. Last stated 15 Jun 2026 · 5 months ago Holds Brad Feld Read this korrent →