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This is such a powerful distillation. Most of which I *superficially* recognized years ago, but that in the last couple of years have come to deeply appreciate. I think an implication of what you’ve written specifically re: revenue is that it’s on founders to tell a powerful story + craft a compelling vision for what a company can be. That + interim proof points is what should be in focus. Top-line revenue alone just doesn’t tell the whole (or even necessarily the most compelling) parts of a what a company is creating.

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A good summary, thanks for sharing. What’s interesting today, is that you are seeing embryonic startups raise hundreds of millions. The question is if the idea is good, the founders are proven or if decision makers lack the experience and understanding?

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