Founders

one of the things that makes good founders good is how convincing they are. but this is a double-edged sword because they’re often wrong. the most difficult-to-occupy quadrant of the 2x2 is convincing + correct

market forces are the best friends you ever had, when you see-intuit them early and correctly, and heartbreaking teachers when you dont

being convincing increases the funnel
but if the funnel doesn't convert your dead in the water
or at least back at square 1

creating and destroying; built flying cars & autonomous vehicles, now building roc.camera, writings: july.rocks

the underlying unit economics must make sense - i think fundamentally, PMF is about finding a sound unit economics in the long run at least or a promise of one with a big enough funnel

but some folks can increase the funnel faster than they can churn
and that can help, but that's a ponzi scheme