Broke VC

@brokevc

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TAM worship is startup phrenology. A ritual to make wild ideas seem safe. But every breakthrough began as something unmeasurable. https://www.thebrokevc.com/p/the-great-domestication-facb

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In 1300, moral authority came from bishops. In 1800, from philosophers. In 1950, from university chairs. In 2025, from whoever builds the foundational model. https://www.thebrokevc.com/p/tech-startups-are-the-new-moral-institutions-aaba

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Unicorns were supposed to be rare. There are now over 1,200 of them. And when everyone’s special, no one is. https://www.thebrokevc.com/p/the-unicorn-paradox-7d98

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This is what it looks like when the priests of a dying temple try to sell you incense. “Learn to use AI before AI replaces you” is the final prayer of coding bootcamps that realize they trained a generation to write code right before code started writing itself.

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Test everything. You don't know what wild / dumb idea is going to get traction. If you've thought of it, it's worth testing.

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I've seen nearly identical products with wildly different outcomes: Founder A: Raised $2M, died in 18 months Founder B: Scraped by on angels, hit $30M ARR Was that product-market fit or just probability playing out? https://www.thebrokevc.com/p/product-market-fit-is-retrospective-fiction-7c36

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The next big consumer product won’t be found on Product Hunt. It’ll start as a shitpost. And it’ll be better for it.

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you can clone code. you can copy features. you can’t duplicate real community. the best builders today are community architects: • they turn customers into creators • they turn fans into evangelists • they turn brands into tribes

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99% of AI startups feel like WordArt for the modern era. Flashy. Slightly impressive. Useless by next year.

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If you want clarity, stop consuming. Spend one day without: • Podcasts • YouTube • Social feeds Just you, your thoughts, and a blank page. It’ll feel weird. Then it’ll feel necessary.

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We talk about “markets” as if they’re legible. They’re not. What looks like demand is often just distribution. What looks like traction is sometimes just paid acquisition. And what looks like disruption is usually marketing.

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Charisma is cheap. Conviction is expensive. You can fake energy. You can’t fake obsession. https://brokevc.beehiiv.com/p/founders-are-option-contracts-on-conviction-d3d6

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Retail investors want alpha. VCs want edge. Hedge funds want asymmetry. Everyone is just trying to peek one move into the fog of war.

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Venture capital is the closest thing we have to medieval patronage. But instead of funding monasteries to preserve scripture, we fund 23-year-olds to build apps that make people read less.

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Venture capital is the belief that if you give $10 million to 25-year-olds with PowerPoints, one of them will reinvent money itself. This is rarely the case.

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