Market Timing

“The timing of the market really matters. And the timing of multiple parties coming together to make a platform work really matters. And so the learning here was like, we hadn't gone deep enough into the market dynamics. We hadn't done enough user research.”

“Getting your ICP really straight is super crucial, and the market timing is even more crucial.”

“Typically if you're immersed in a space, if you come from a space and if you sort of, you know, have sufficient sort of ability in it, you can kind of roughly get market timing within a plus minus two years.”

“I think timing, like, being too early is just as bad as being too late. In many ways, it's kind of like rock, paper, scissors, where you kind of have to be just one step ahead. If you're multiple steps ahead, you lose.”

“The one that I would say we consistently struggle with the most, and I think most other VCs also probably struggle with the most is timing. Being too early is always painful. It sucks being too late. It's usually easier to tell if you're too late than it is to…”

“Market timing, if you get it right, it covers up a lot of other deficits in a business, right? If your team is incomplete, your product isn't quite there. If your execution is not stellar, you can cover all that stuff up. If you just hit the market at the righ…”

“We're not good, I frankly don't think anybody is, at market timing or even factor overlays”

“You cannot time the market. There are probably five investors in the entire world who are good at timing the market.”