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Business Startups Venture Capital

Great Open-Field Runners

The plane was somewhere over Nebraska. Dick Kramlich sat across from me. We were on the same board then, and the rides together had become their own kind of conversation. He talked 1:1 the way certain men do when the clock has stopped mattering: without hurry, without the need to impress.

I asked him the question that had been riding with me for a while. After decades of sitting with founders, after watching tens of companies rise or disappear, what was the difference? What separated the ones that made it from the ones that simply ran out of road?

He didn’t answer right away. He looked out the window for a moment, then back.

They had done a study once, he said — a hard look at outcomes, not opinions. What it found stuck with him ever after: the companies that survived were almost never the ones that had stuck to the plan. Success required the pivot. Not once, but again and again, until the company that arrived was almost unrecognizable from the one that had set out.

Then he gave the image that has stayed with me longer than any spreadsheet or term sheet.

He looked for great open-field runners.

Not the ones who could only run between the tackles, powering straight ahead into the line. The ones who could see daylight where it did not yet exist, who could plant a foot and cut, who understood that the shortest path is rarely the one that gets you home. Zig and zag. Feel the defense shift and refuse to be trapped by the original play call. Keep the ball moving toward the only thing that matters: the space that opens when you stop insisting the field must look the way you imagined it on the whiteboard.

I have carried that sentence for years. Great open-field runners.

It never felt elegant inside the room.

Kramlich had seen enough to know that the founders who could do this were rare. The ones who lasted treated the plan the way a great running back treats the designed play: as a starting point, not a contract with the universe. They trusted the daylight more than the diagram.

I think about him sometimes when the ground shifts under something I thought was settled — when a strategy that once felt inevitable begins to feel like a trap, when the clean line on the page starts to look like a cage.

Dick is gone now. The rides are over. But the image remains, clean and sharp as the day he offered it at thirty thousand feet: a runner in open space, eyes up, cutting toward the light that only appears after you abandon the path you thought you were supposed to take.

Categories
AI Startups

A New Reason to Launch

“Before you launch, the speed you can build is now mainly limited by your imagination in what you tell AI. After you launch, the AI can watch your users and make improvements on its own.”
Jared Friedman, Y Combinator

Jared Friedman watches hundreds of founders a year navigate the gap between idea and launched product. He notices patterns the rest of us miss. And what he’s describing above is not an incremental improvement in how software gets built. It is a change in the nature of the advantage.

This is a different kind of liberation than founders have known before.

The old liberation was launch early and the market corrects your wrong assumptions. Humbling, but useful. You were still the one doing the correcting, late at night, rewriting the onboarding flow based on what the data told you.

The new liberation he’s describing is something closer to multiplication. You launch, and now there are effectively more of you. The AI is watching session replays you’ll never have time to watch. It’s noticing the drop-off after step three that you’d have caught in month four. It’s holding the pattern of a thousand user paths simultaneously and asking what they mean. Your imagination seeded the thing. Reality is now feeding it.

That observation redraws the map cleanly. Pre-launch and post-launch used to differ in degree — you knew more after than before. Now they differ in kind. Pre-launch you are the sensing organ. Post-launch you’ve grown new ones.

The founders who feel this most viscerally, I suspect, are the ones building alone or in pairs — the people for whom every previous era of building had a hard ceiling imposed by human hours. They could only read so many support tickets. They could only run so many experiments. The ceiling is lifting and the feeling is of a room getting larger.

The core advice hasn’t changed. Paul Graham was saying “launch early” twenty years ago and it was true then. What’s changed is the reason underneath it — the mechanism that makes it true now is nothing like the one he had in mind.

The advice is twenty years old. There is a new reason and it is brand new. Most people haven’t noticed the swap yet. But they will.

That window does not stay open long.