Founders and the Long Game

🧪 Active Investigation Bear markets reveal which founders are truly built for long-term value creation.

CURRENT POSITION The smartest founders combine a mission-driven core with a hybrid, market-aware strategy—able to survive and compound through both bull and bear markets.

KEY ASSUMPTIONS Bull markets mask fundamental weaknesses in founder behavior. Customer-driven problem solving leads to durable companies. Trend chasing creates fragile businesses.

SUPPORTING EVIDENCE Observed differences in founder behavior and outcomes during bull vs bear markets. Startups that focus on real customer pain show higher survival rates during downturns compared to hype-driven peers. Founders who adapt pricing, distribution, or GTM without abandoning core mission weather recessions better.

OPEN QUESTIONS Are there hybrid founders who successfully balance market awareness with mission? Can ego-driven founders evolve under pressure?

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