Ok so the only vc fundable business options left are the following: - AI Lab (Neo/Physical/Robotics/Nocturnal) - Company that sells data/widgets to AI Labs - Company that sells GPU hours (inference bby) - Speculative Unknowable TAM Deeptech/Defence Good luck to all involved.↗

Making Startups Powerful: paulgraham.com/powerful.html↗

Watch @HarryStebbings ask @matanSF all the difficult questions about commoditization across the AI stack, Factory's controversial culture, or whether US startups should use Chinese models. The 20VC episode is out now!↗

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Founder/Go-to-Market Fit: If primary GTM is bottom-up, founder needs to be great at product. If primary GTM is inbound, founder needs to be great at marketing. If primary GTM is outbound, founder needs to be great at sales.↗

Every startup needs to figure out its flywheel - it provides incredible strategic clarity on what levers to focus on. This is a great example from Doordash's S-1 showing how their business has 3 interlocking flywheels built around local network effects, economies of scale & brand↗