Founders

'too late' or 'too early' for startups is a useless observation 

countless examples of both early *and* late players winning a market

relevant questions instead:
- is there's a viable gap
- is the category growing fast
- do they have a good plan
- can the team adjust

Dropbox founder Drew Houston’s response to investors who told him online storage is a commodity

When Drew was trying to raise money for his startup Dropbox, he got a lot of pushback from investors.

“Google is going to do this”

“Online storage is a commodity”

To which Drew… https://t.co/jFcx2g0gmj

Startup Archive

'too late' or 'too early' for startups is a useless observation 

countless examples of both early *and* late players winning a market

relevant questions instead:
- is there's a viable gap
- is the category growing fast
- do they have a good plan
- can the team adjust

https://x.com/StartupArchive_/status/1860304813013237861?t=HyogIS_Ipuqocm_VSaCVhg&s=19

Expanding the onchain economy 🌌
idanlevin.xyz

I don't think that's a "too early" or "too late" problem. 

That's a product positioning problem.

Its not a useless observation imo, its just that its not the sole factor, so you ll find plenty of counter examples. Just like you will find plenty of counter examples to the parameters you bring up if you single them out

PostHog and Resend feel like modern version of this. Both attacking saturated markets. Both could well win (and off to great starts).

it's about your risk appetite. can win in both, but different playbooks.