Should founders pursue ideas that are non-obvious to the public rather than conventional ones?
6 recorded positions from 6 people, first said Jul 12, 2021. They do not agree — the readings below are what each one actually argued.
Also on the record
Mike Maples · Jan 6, 2025
Great startup ideas don't come from trying to think up a startup; they come from founders living in the future who notice what's missing there and build it
William Gibson's line that the future is already here but unevenly distributed; like Newton saying he saw gravity because he was thinking about it all the time, these founders are obsessed and deep in the rabbit hole
36:21 Founders find ideas by living in the future not by deliberate ideation
Kevin Hartz · Jul 22, 2024
The best seeds are non-obvious ideas, and Airbnb is best understood as distributed storage for people, which is more efficient and cost-effective than centralized hotel capacity
Analogy to distributed versus on-prem enterprise storage; Airbnb built a massive distributed hotel across the planet
16:49 Best seed investments come from non obvious analogical reframings of existing markets
Micha Kaufman · Jun 9, 2025
The most interesting startups will come from founders who take the time to understand real human needs and challenges rather than building incremental versions of what already exists
AI forces us to discover our humanity, and that level of thinking is what differentiates real building from building for the sake of building
21:35 Genuine understanding of human needs not incremental cloning differentiates founders
Cristóbal Valenzuela · Aug 28, 2023
Doubt is actually a good sign — thinking differently from everyone else is the interesting position to be in
If everyone is finding the same patterns and you're thinking about something else, then if it works it will be huge and if it doesn't you'll learn something
30:00 Self doubt and thinking differently from consensus is itself a good sign
Varun Mohan · Jun 2, 2025
Startups should pick ideas that are non-obvious to the public, but must stay humble because most non-conventional ideas are simply bad ideas.
If an idea is obvious to everyone there's no alpha — a big company with more distribution, resources and capital will beat you to market; but unconventionality alone is no guarantee of quality.
4:36 Non obvious ideas are the only source of alpha but most unconventional ideas are simply bad
Marc Lore · Jul 12, 2021
Inventing big ideas requires deliberately set-aside, relaxed thinking time; it can't be done in the gaps of ordinary life.
Big ideas come from connecting dots about where the world is going, which needs dedicated uninterrupted time — which is why he chooses thinking over reading.
37:20 Big ideas require deliberately set aside relaxed thinking time not passive immersion
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