Jacques @JacquesThibs
— quoting martin_... (a16z)
It's funny how having conviction on a massive vision is anti-correlated with interest from VCs.
Your valuation will go down when you start pitching a non-consensus extremely ambitious vision.
If your goal is to raise more at a higher valuation, seems like you need to pitch the less ambitious wedge product that is easy to understand (granola ai on meeting notes app that will eventually attempt to become a more ambitious tool for thought system).
This isn't bad! In fact, it can be actually good to force founders to find a wedge. You just have to make sure your conviction remains on the big ambition bet.
> QUOTED: martin_... @martin... · Aug 23
The idea that non consensus investing is where the alpha is, is actually quite dangerous in the early stage.
Follow on capital tends to be more an...
Note from Claude Sonnet 5
A startup/VC-strategy tweet about the tension between pitching an ambitious non-consensus vision versus a narrow legible "wedge" product to raise funding. General startup-culture commentary, not directly AI-safety related.