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๐๐จ๐ซ๐ข๐ง๐  ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐๐š๐ฌ๐ข๐œ๐ฌ ๐š๐ซ๐ž ๐ญ๐ก๐ž ๐ฌ๐ฎ๐ซ๐ž๐ฌ๐ญ ๐ฌ๐ก๐จ๐ญ ๐ญ๐จ ๐ฌ๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ ๐ข๐ง 2026

  • amkupan
  • Apr 29
  • 2 min read

With the AI funding on ๐ก๐ฒ๐ฉ๐ž๐ซ๐๐ซ๐ข๐ฏ๐ž , ๐ฎ๐ง๐ฉ๐ซ๐ž๐œ๐ž๐๐ž๐ง๐ญ๐ž๐ ๐ฏ๐š๐ฅ๐ฎ๐š๐ญ๐ข๐จ๐ง๐ฌย at play , our ecosystem is at a ๐œ๐ซ๐ฎ๐œ๐ข๐š๐ฅ ๐ฃ๐ฎ๐ง๐œ๐ญ๐ฎ๐ซ๐ž and how we agree to proceed forward is what decides how things turn up over the ๐๐ž๐œ๐š๐๐ž๐ฌ.ย 



1) The pressure / pump of capital cannot make these firms deviate the basics of what leads to a stable / sustainable firm build for decades.ย 



A)๐•๐š๐ฅ๐ฎ๐ž ๐๐ซ๐จ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง -ย 


There is a minimum threshold of time mandated before which it becomes too early to pivot or push for scale. It is only after multiple iterations that the team understands what actually is the exact pain point whichย 



1 - Is Critical/Urgent enough to the customerย 


2 - Is it something that the customer would actually pay for if solved



B) ๐†๐“๐Œ -ย 


The correct GTM to be selected needs a series of experiments which have their own thresholds before which one can double down on with a focussed drive to propel this forward. The incorrect GTM would lead to a series of customers dissatisfied with the offering and the delivery of commitments



๐‚) ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐Œ๐จ๐๐ž๐ฅ - The best stage to select a business model is when one can have a controlled set of ๐Œ๐•๐ ๐š๐ ๐š๐ข๐ง๐ฌ๐ญ ๐š๐ง ๐Œ๐•๐’ ( ๐Œ๐ข๐ง๐ข๐ฆ๐ฎ๐ฆ ๐•๐ข๐š๐›๐ฅ๐ž ๐’๐ž๐ ๐ฆ๐ž๐ง๐ญ )



2) ๐ˆ๐ง๐ฌ๐ญ๐ข๐ญ๐ฎ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐’๐ญ๐š๐ ๐ž๐ฌ -ย 


ย Only when the step 1 - is genuinely designed and executed can/should the company actually move to institutional metrics of PMF / NRR / GRR / LTV / CAC / NPS etc.ย 


In case the company actually missed out in building the right design / product / framework / engine - a premature scaling is what causes best funded ideas to become ๐™๐จ๐ฆ๐›๐ข๐ž๐ฌ. This disciplined move from seed to venture is what defines the future trajectory



3) ๐†๐ซ๐จ๐ฐ๐ญ๐ก / ๐ˆ๐๐Ž ๐ฌ๐ญ๐š๐ ๐ž๐ฌ -


Only if the product / design / framework and execution was defined diligently with the customer at the centrestage and if the institutional scaling began over and above a tried and tested design , can the firm finally initiate the Exponential / Hockey stick trajectory much needed to scale it up to a public listed firm




ย The "๐‚๐ก๐ข๐ง๐ž๐ฌ๐ž ๐๐š๐ฆ๐›๐จ๐จ" ๐ž๐ฑ๐š๐ฆ๐ฉ๐ฅ๐ž is a frequently used metaphor in Startup Ecosystems, representing a company that invests heavily in growth and infrastructure for years with no visible results, only to achieve exponential, rapid success laterโ€”much like the Chinese Bamboo Tree, which shows ๐ง๐จ ๐ ๐ซ๐จ๐ฐ๐ญ๐ก for four years before shooting up 80 ๐Ÿ๐ž๐ž๐ญ ๐ข๐ง 6 ๐ฐ๐ž๐ž๐ค๐ฌ.



It is very important at this stage that as an ecosystem , we stick to basics whether facing the headwinds or tailwinds of capital infusion into our system. This approach to sticking to basics and sustained growth is what will define the outcomes over the coming decades.

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