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 and enterprise. Early (pre-growth) investors mostly use ARR growth as a leading indicator, while it’s a huge lagging indicator for hardware companies with enterprise customers, since most early payments are in mutual NRE. But then revenues explode because that NRE made and/or qualified a global supply chain.

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