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John-Miguel Mitchell's avatar

Clear breakdown Guillermo on how capital flows in venture — and why so many startup cultures feel chaotic. ⚡️

Pressure moves from LPs to GPs to founders… and lands on employees. The system rewards speed, not sustainability. ⏳

What happens when the cost of returns is a burned-out team?

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Ana Maria Jipa's avatar

Great post—solving real problems is often how startups get off the ground. But I’ve found that some of the most important companies didn’t start by solving a clearly defined problem.

Money also flows to products that create new markets, unlock latent desires, and spark entirely new behavioral patterns.

These aren’t always solving a clear problem—instead, they create gravity, they shift. Enabling what once wasn’t even imaginable, let alone defined as a problem. (Instagram and many others great examples)

So alongside (Problem → Solution → Money) "what problem are you fixing?", there's a parallel dynamic: (Tool/Behavior → Adoption → New Market/Value Creation + New Needs → Money)"what happens if this works?"

Curious of your thoughts?

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