we've noticed something: solo founders who ship in the first 30 days of an idea have a 3x higher chance of getting to $10k MRR than solo founders who "plan carefully."
we don't invest in "markets." we invest in specific people who have earned the right to have an opinion about a specific problem. the market map is a fig leaf. the opinion is the asset.
we've backed 42 founders. 11 of them have been laid off from previous jobs in the same year they started their company. it's a real pattern. we're not making it up.