I have a pretty bad mental model of how most VCs think, but I think good VCs will fund smart people who demonstrate extreme conviction, regardless of how they initially size the market. The opportunity cost for me doing K-Scale is making quite a bit of money at Tesla or Meta, so assuming I am not acting irrationally, either I have extreme conviction or I am a masochist. In my experience, VCs are pretty bad at telling the difference.
gspetr|8 months ago
And if you ever make it to the (multi)unicorn status because of him, don't forget yours truly. :)