Is your startup inevitable? AI isn’t just another wave! It’s a time warp. What feels impossible today becomes default tomorrow. And, the tomorrows come real fast... The old filters for judging startups don't always work. I learned that the hard way as an investor. Thread below. 👇

Last year, we passed on some AI founders because they didn’t have user proof yet. Normally, a fair call. But, in AI? The tech curve doesn’t crawl. It jumps. Token costs nosedive overnight. Latency gets slashed. Context windows explode past a million. The curve is bending - fast. Judging a startup on v1 is like grading a movie by its storyboard. What matters is how fast v2 gets great.

AI breaks the playbook: • Model drops upgrade everything • Game-changing features emerge suddenly • Training speed outpaces Moore’s Law It’s like yelling at a toddler for not having a LinkedIn yet. Today ≠ tomorrow.

We now ask a different question at Weekend Fund: Not just “Why now?". But “Why inevitable?” Inevitable startups: • Ride steep curves • Kill painful tasks with the next model upgrade • Lock in users before clones show up Harvey nailed this. So did .

The best founders don't wait. They ship a good-enough v0.9. They track the curve They’re ready the moment the model unlocks something new. They let the curve carry them from “good enough” to “default.”

What we’re doing at Weekend Fund: - Back teams building where the curve is going - Treat emergent leaps as upside - Bet on readiness, not clairvoyance - Keep dry powder for when upgrades unlock PMF overnight

Thanks to @rrhoover for being my constant "read drafts of this" person.