The Learning Corner by Precursor Episode #43: Two Silicon Valley Modalities, Are VCs Independent Thinkers?, 20 Somethings Swarming SF
Aug 7, 2025
Explore the clash of startup modalities in Silicon Valley, where speed often trumps contrarian ideas, despite investors claiming otherwise. Delve into the intriguing dynamics of venture capital, revealing how frequent co-investing challenges the notion of independent thought among VCs. Plus, meet the wave of ambitious 20-somethings flooding San Francisco to launch AI startups, drawing parallels to past tech booms while highlighting modern marketing strategies and intense work cultures. It's a fascinating look at the new generation of entrepreneurs!
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Episode notes
Two Competing Startup Modalities
- Two startup modalities exist: legible, speed-driven markets and illegible, contrarian long-term bets.
- Modality two gives founders time to iterate with less competition but slower markups.
Obvious Ideas Draw Intense, Capitalized Competition
- Obvious AI ideas attract well-connected founders and fierce, well-funded competition.
- Less-obvious ideas often suit first-time founders because they allow more discovery time and less pressure.
Choose Your Modality Deliberately
- Pick your problem intentionally: enter modality one only if you can out-execute entrenched competitors.
- Otherwise pursue modality two where you can build thoughtfully without brutal early competition.