A lot of this advice assumes Series A is slow because founders are doing the wrong things. In reality, it’s slow because the bar moved and capital became far more consensus-driven.
You can pitch the “right” investors, have clean growth loops, solid GTM, and still stall if your category lacks momentum or if no fund wants to stick their neck out first. Series A today is less about craft and more about timing, herd behaviour, and who is willing to lead without cover.
Founders often blame execution when the real blocker is that the market hasn’t decided it cares yet.
Thanks Team for this great curation and critique. I'm definitely with Edwin Chen in that I think we need to be much more focused on a rigorous evaluation of AI models and tools rather than an obsession with their outputs. I also think that ultimately those companies that decide to invest in this are those that are going to win.
Yep. Most automated people are out performing the aggregate, more automated companies are out performing the aggregate competition, the most automated sectors are outperforming the other sectors & the most automated countries are becoming increasingly bigger in GPD terms & GDP per head ... and therefore more money to reinvest into the system
Nice one!
Angel investor here.
A lot of this advice assumes Series A is slow because founders are doing the wrong things. In reality, it’s slow because the bar moved and capital became far more consensus-driven.
You can pitch the “right” investors, have clean growth loops, solid GTM, and still stall if your category lacks momentum or if no fund wants to stick their neck out first. Series A today is less about craft and more about timing, herd behaviour, and who is willing to lead without cover.
Founders often blame execution when the real blocker is that the market hasn’t decided it cares yet.
This is so true. A % of funds of conviction driven but a higher % are consensus driven. But market timing is also a factor as you point out
If we’re not pitching the right investors, we’re not going to get where we neeed to go.
Pitching is a very high ROI skill 💲💙
great one!
Thanks ✨
Thanks Team for this great curation and critique. I'm definitely with Edwin Chen in that I think we need to be much more focused on a rigorous evaluation of AI models and tools rather than an obsession with their outputs. I also think that ultimately those companies that decide to invest in this are those that are going to win.
Yep. Most automated people are out performing the aggregate, more automated companies are out performing the aggregate competition, the most automated sectors are outperforming the other sectors & the most automated countries are becoming increasingly bigger in GPD terms & GDP per head ... and therefore more money to reinvest into the system
Hi. I publish 3x per week for Founders & so you'll hopefully find loads of value. Enjoy 🌞