Tayyab - d/acc
@tayyab
VCs not funding apps is down to two things imo: - consumer is damn hard to breakout outside of pure speculation, team has to be cracked in product, eng and distribution - VCs have become risk averse because there is so much money to be made in infra tokens, so why take the risk when they can almost always guarantee some marked return
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CHRIS DOLINSKI
@1dolinski
value creation and attention is flowing to incumbents (openai, claude) while vibe coded apps have grown in massive noise numbers with most having no moat or distribution only way forward is PE style or numbers driven to find the signal apps have a light MVP from a while back for this called UnicornX the idea is alive, can execute with any angels / seed investors that want to encourage portco's or potential founders to track their numbers https://getfirstresponder.com/unicornx
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