@rsarrow
read the post and agree on the surface. yes shadow investing is a drag. yes capital allocation has gotten sloppy. but the deeper problem? nobody is (truly) teaching founders the game.
in the past few weeks alone, ive seen teams give up 25% of their company before anything legitimate has been buiilt. not because they had to. because they didnt know better (stacking SAFEs is cool and all until you price a round...).
venture isnt free money. it's leveage. and if you dont know how to use it, someone else uses it on you (painfully learned this lesson twice).
imo founders dont just need checks, they need sparring partners. capital that sharpens the vision, not just inflates the valuation. remember 99% of these fail so finding the investors who til the board in your favor is paramount.
im here to back rebels reimagining the systems we touch every day. but rebellion needs discipline.
https://x.com/SplitCapital/status/1917585633033195806
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