assert moat != techTechnology isn't a moat.
Someone can copy your features over a weekend. What they can't copy quickly is knowing your buyers, reaching them, and pricing well.
cat thesis.md
Building got cheap. Growing got harder.
## the speed
AI tools put your idea in front of customers sooner and shrink each iteration cycle, so the product gets better faster than ever before.
## the shift
As the cost and technical burden of starting new technology companies fall, markets fragment, attention evaporates and scale becomes more elusive.
## the trap
Starting small is extremely valuable for finding product-market fit. But it's easy to get stuck small, rebooting the same loop.
## the opportunity
Big ideas still exist. Current tools give motivated entrepreneurs an unprecedented opportunity to grow into them.
What we believe
env = "prototype"A first build is still a prototype.
It's the fastest way to find demand. Before you scale, build for performance and security so growth doesn't find the cracks.
while small: learn()Small is a starting point.
Win a niche first, learn fast from real users, then earn the right to go big.
learn() before raise()Learn before you raise more.
We invest first and fast, so you can explore, put the product in front of customers and refine it before the next round takes your focus. When it's working, we help you raise it.
assert team > planTeams beat plans.
We back founders who get things done, stay obsessed with a real problem and change course when the evidence says so.
WHY "BOOTSTRAP"
A small program that loads a bigger one.
That's what "booting" a computer means, and it's what we think an MVP should do: load the company. The old phrase "pull yourself up by your bootstraps" once meant something impossible. Founders keep proving otherwise, and we celebrate them for it.
> load mvp.bin [ ok ] users found [ ok ] problem confirmed > load company.bin [ .. ] go-to-market [ .. ] scale + security [ .. ] next round