Why Bootstrapped Businesses Are More Relevant Than Ever
THE SO WHAT
The argument that bootstrapped founders start from known customer problems and profitability, while VC chases PMF lotteries, matches what we’re seeing in AI-saturated markets—cheap capital no longer guarantees defensibility. If you’re building now, be explicit about which game you’re playing: efficient, revenue-funded compounding or a high-burn search for a category-defining outcome.
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