What investors actually look for — decks, diligence, valuation — paired with real case studies of companies that got strategy right or wrong.
Start with the VC rule of threes. Most of the AI investment boom is recycled liquidity between Microsoft, Nvidia, Amazon, and OpenAI, not new demand from real-economy customers. The honest read on whether that changes is whether banks, hospitals, and logistics companies start paying for AI productivity gains on their own, not whether the next…
Here’s how to measure product-market fit in one line: three things in balance, not chased separately. Product-market fit became the gold-standard metric investors use to evaluate startups because it forces a balance of three things (growth, profitability, and retention) that many companies chase separately and never reconcile. There’s no single number for PMF, but a…
