Perspectives

Perspective

What do VCs owe their founders?

What do VCs owe their founders?

Real portfolio support goes beyond introductions. It must help founders turn momentum into durable growth.

Perspective

Buzzword bias

Buzzword bias

Why investors should evaluate the substance of an AI claim, not merely the reaction it triggers.

Perspective

Confidently Wrong

Confidently Wrong

AI can produce compelling analysis, but only real-world validation can tell founders whether it is right.

Perspective

AI FOMO’s Failed Features

AI FOMO’s Failed Features

Why adding AI for appearances can create costly features that fail to serve the product or its market.

Perspective

One client does not a market make

One client does not a market make

Why one successful POC should inform a market strategy, not define it.

Perspective

Borrowing conviction: Or the dangers of allowing one opinion to dictate an entire strategy

Borrowing conviction: Or the dangers of allowing one opinion to dictate an entire strategy

Why a single expert opinion should inform a strategy, not dictate it.

Perspective

AI-native but Market-Naive?

AI-native but Market-Naive?

AI can accelerate the work, but it cannot replace the relationships and judgment that unlock a market.

Perspective

The risky risk-taker

The risky risk-taker

When ambition turns into overreach, and how founders and investors can recognize the warning signs.

Perspective

The risk of being risk-averse

The risk of being risk-averse

When prudent focus becomes dangerous concentration, and how founders and investors can tell the difference.

Perspective

Vibe-coding has poured concrete into the moat

Vibe-coding has poured concrete into the moat

AI has made building easier than ever. Winning still comes down to differentiation, distribution, and demand.

Go-to-market investment and strategy

© Well Founded Advisory