If I were to judge back in 2019, I would probably tell him that SMB for cybersecurity is not a great market, but he had a unique view as founder that it is a very interesting category.
“And again, you know, if I were to judge back in 2019, find a new car, I would probably tell him that, hey.”
on the market. And again, you know, if I were to judge back in 2019, find a new car, I would probably tell him that, hey. You know, based on what I'm seeing, SMB for cybersecurity is not a great market, but he had a unique view. Right? As founder, that that is a very interesting and unique unique category. And then two, I think, you know, again, the grid portion of things. Right? The build to be able to keep iterate, keep bringing himself. Right? The ability to sort of, you know, looking at some his management team, you know, every year and say, hey. You might not be up for the next journey.
Why this clip
This shows the importance of founder conviction against market consensus, with the VC admitting they would have been wrong. It demonstrates how founders can see opportunities that even experienced investors miss.
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