It was great to be back at @bloomberg studios to chat with @TimStenove1g.
We covered quite a bit, but there's one thread worth amplifying for founders: the growing importance of having a non-consensus view. Essentially, an idea that doesn't seem plausible at first. People disagree with you. Investors leave the conversation disagreeing with the premise. But as the discussion progresses, the hypotheses that need to be tested become clear — and the result can be a category-defining company.
When ChatGPT launched in November 2022, startups raced to embrace the technology and build applications that weren't possible before. Fairly obvious applications, like note-taking, were pursued by many. But we're almost four years into this inflection point — the same ideas have been pursued by dozens (hundreds?) of teams — and yet 99% of entrepreneurs still have consensus ideas.
To be clear, you can pursue note-taking. Companies like @WisprFlow recently launched a note-taking app with clear reasons to win. But a consensus idea needs some special sauce — a unique angle that will open up, or create, a new category for your company.
We're always connecting with founders to discuss their ideas. Send me a dm.
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