In tech, a lot of stupid ideas that get lambasted weren't actually bad ideas, they were just early (e.g. Webvan). We are in the early days of a very big boom in electricity. John Doerr's vision around this market was right, he was just a decade or two too early.https://twitter.com/birsic/status/1133848500888903680 …
I'm not convinced that "too early" is always the correct explanation. I think the ideas look the same from a distance, but have a slightly different orientation or insertion point that makes a meaningful difference.
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Too early is never the actual answer.
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Agreed. I think Zack and Sumanth correctly unpacked some of the factors that get broadly classified as "being too early." Enabling platforms, new distribution options, captive resources that other teams didn't have, etc. — all are more accurate and more nuanced descriptions.
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But ....that's just timing. The timing determines the environment that a company is founded in. Starting Uber in 1990 would have been much more difficult if the ecosystem for payments and cloud computing weren't there
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Sure, some examples are timing (i.e. it was technically/economically impossible at the time). But others were technically/economically possible, but slightly mis-oriented, and the 'too early' label gets applied.
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Webvan might have benefitted from mobile.
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