How companies become generational

A frequent critique Rob hears of "Sell then build" is that it's fine for a 'lifestyle business' but can't possibly result in a unicorn or generational company. ...Right?

So Rob dug into the histories of some of the leading tech (Microsoft, Oracle, Hubspot), Deep-tech (NVIDIA) and consumer (Nike, Starbucks) companies.

... turns out, they follow similar themes:

• Figure out some sort of a market need by selling and delivering something
• Learn the shape of the real opportunity by selling and delivering something that’s not quite right.
• Avoid attempting to (1) predict the future or (2) convince the market.
• At some point, benefit from demand waves or dams. (related post)

This week's post: "How companies become generational" (Substack)

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