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Why can design partners backfire? Is PLG choice or destiny? How do you catch the attention of investors like Tobi Coker? Is founder coaching worth it? At TechCrunch Disrupt, I sat down with our investor Tobi to tackle these questions and more in our best imitation of Comedians in Cars Getting Coffee, despite being 0/3 of those things. Here are 8 + 1 key takeaways: 𝗘𝗮𝗿𝗹𝘆 𝗖𝗵𝗼𝗶𝗰𝗲𝘀 1. Working with design partners pre-PMF can be a triple mistake: you miss honest feedback, fail to de-risk GTM, and don’t confirm real pain points. 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 2. PLG is a good GTM approach but a great crucible to evolve the best product. 3. Product-led vs. sales-led is more destiny than choice, often shaped by the founding team’s DNA. 4. Shipping cadence is necessary but not sufficient; you can get stuck in local optima. 𝗚𝗧𝗠 5. Counter-positioning is attractive to investors like Tobi. Examples include MotherDuck (focus on the small data that is actually valuable) and DatologyAI (train LLMs with 10x fewer data) challenge the “more is better” mindset. 6. When startups discuss “cost center” vs. “revenue driver,” we often forget the goal of improving someone's life at work. 7. Partnering with teams like Ramp and Klaviyo that "live in the future" benefits all customers, particularly those earlier on the adoption curve. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 8. Look for investors who both "give feedback” and “are calibrated” (think 2x2 matrix). 𝗕𝗼𝗻𝘂𝘀: Many folks post-talk were curious about founder coaching—IMO it's key to building the backbone for making and executing tough calls at every stage. And I’m grateful to work with Felicis, who actually commit 1% of their investment to supporting founder coaching. #startups #dataengineering #techcrunchdisrupt