You should read my essay about why your startup might not want to “move fast and break things.”

You should read my essay about why your startup might not want to “move fast and break things.” 

https://samhcarter.com/posts/do-things-that-dont-break/

VC analyst investing in data center hardware, spatial computing & cool stuff 

I write — http://pursuit.beehiiv.com

cs & english @harvard | 🇺🇸🇰🇷

I disagree. OpenAI is valuable because they are ahead and move quickly. If they move slower, they will lose their advantage.

FWIW this is mostly about hardware startups and how software investors undervalue their early signs of traction.

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

Consumer hardware?

In my experience, the investors respect the early traction, but initial prototype / version and at-scale production are very different areas of competence

I agree that speed is imperative. But very little that OpenAI releases breaks. They’ve been even more conservative with testing/post-training since the day it crashed, which is when Claude found some power users IMO

Any startup that’s worth < $10 BN can’t take market share if they break. The standard is too high