Like most fields, picking startups has rules that work. Unlike most fields, one of those rules is "Most rules don't work forever."
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Good investors are excited rather than alarmed when one of their heuristics stops working. Like good writers, they have the confidence to cut.
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I know you meant this as a joke, but YC does now explicitly advise startups to tell investors when their idea is the "bad idea till it isn't" type, because to experienced investors that's an exciting signal. But in 2009 we might not have been doing that yet.
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