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@samhcarter

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@samhcarter
This essay is mostly about hardware.
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@samhcarter
Answers in the essay :) It describes hardware startups that qualify product with enterprise customers over 2-3 years before sales. This is not new, except to VCs. The bar has gone up for software, too, which is also touched upon. Can’t scale to $50M ARR in 12 months if product breaks. Bar is higher than 2000s.
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@samhcarter
I’m mostly referring to B2B sales (for components in consumer devices). However, I think this still holds for DTC — people bought Rabbit and Humane, but they sucked so they died quickly without getting the “iPhone chance” to succeed and improve over time. The first iPhone had no App Store. Not possible today.
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@samhcarter
Consumer and enterprise. Early (pre-growth) investors mostly use ARR growth as a leading indicator, while it’s a huge lagging indicator for hardware companies with enterprise customers, since most early payments are in mutual NRE. But then revenues explode because that NRE made and/or qualified a global supply chain.
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sam carter | 현춘
@samhcarter
FWIW this is mostly about hardware startups and how software investors undervalue their early signs of traction.
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@samhcarter
I agree that speed is imperative. But very little that OpenAI releases breaks. They’ve been even more conservative with testing/post-training since the day it crashed, which is when Claude found some power users IMO Any startup that’s worth < $10 BN can’t take market share if they break. The standard is too high
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@samhcarter
You should read my essay about why your startup might not want to “move fast and break things.” https://samhcarter.com/posts/do-things-that-dont-break/
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@samhcarter
Thanks very much for pointing this out! I published what was ultimately a rough draft, and it looks like I missed a few trims. Will edit and make tighter tomorrow.
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@samhcarter
You should read my essay about Zuck and Elon. https://samhcarter.com/posts/zuck-for-pres/
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@samhcarter
thanks! It’s still the highest alpha place to catch up on crypto news. I’m also curious about things like Bountycaster and frames in practice now that they’ve been around awhile.
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@samhcarter
Hopping back onto Warpcast after a long time away. What’s the best way to curate my feed?
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@samhcarter
Harvey Specter for sure
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@samhcarter
Does anyone here have experience using posits? If so, do you think hardware designed specifically for posits would elevate the experience in a substantial way?
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@samhcarter
Who on Farcaster knows the most about silicon photonics?
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jacopo.eth
@jacopo.eth
Degen Frame (DF) — The $degen gated NFT 100k 🎩 = 1 DF // 1m 🎩 = 2 DF // 10m 🎩 = 3 DF Rules: - You can mint in multiple rounds - Recast required - Max supply 37k units - Open for 24h https://slice.so/frames/degen-frame
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@samhcarter
Not working for me either
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jacopo.eth
@jacopo.eth
Introducing: Frame VR (Version Recast) — First recast, then mint. As with Frame OG: - 1 NFT per address - 2000 units - Only mintable on Farcaster, on @base - Totally free https://slice.so/recast-nft
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@samhcarter
How to cure writer’s block: Read. How to cure slow reading: Exercise.
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@samhcarter
Does anyone have resources and/or tips to learn functional Korean vocabulary/phrases really quickly? My January travel itinerary changed dramatically and I’m visiting Seoul about a month earlier than anticipated. I can read 한글 but have limited vocabulary/speaking experience.
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@samhcarter
What should my elevator pitch to my parents be re: why they should learn about and use Solana?
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