You're right - I didn't explicitly call it out but you are hitting on a thread that doubles as engineering leverage and capital allocation leverage.
The temporal arbitrage angle is also a great point. Funny enough - CFOs looking at any innovation cycle (not just tech) are always balancing how quickly to get to market and re deploy cash in between cycles.
But it's often missed when you don't have that lens.
Thanks for the thoughtful comment - makes the whole teardown stronger, really appreciate it.
This is awesome.
Thanks man and glad you liked it! Will be doing these for new companies weeks 1 & 2 of every month
You're right - I didn't explicitly call it out but you are hitting on a thread that doubles as engineering leverage and capital allocation leverage.
The temporal arbitrage angle is also a great point. Funny enough - CFOs looking at any innovation cycle (not just tech) are always balancing how quickly to get to market and re deploy cash in between cycles.
But it's often missed when you don't have that lens.
Thanks for the thoughtful comment - makes the whole teardown stronger, really appreciate it.