The most durable companies are often built by founders who test obsessively, take risks when the timing is right, and embrace the quiet, unglamorous work of building brick by brick.
As a former hardware founder turned VC, I’ve seen the binary risk of building in atoms. Here’s why hardware is the ultimate defensible moat in the AI era.
It’s investing 101, and yet we’re failing as an asset class.
Ignoring the “boring” stuff is where founders create multi-million-dollar unforced errors.
A founder who’s all over it should have tight answers for all of these and more.
