Why We Invest Before the Market Notices
Why We Invest Before the Market Notices
The Best Products Feel Inevitable
Apr 4, 2025
Apr 4, 2025
3 min read
3 min read
The Feeling of “Of Course”
Great products often have a strange emotional effect: they feel like they always should’ve existed. Not surprising — just obvious.
But that obviousness is the result of obsession. It takes hundreds of tiny decisions, user loops, and UX subtractions to make something feel natural.
We’re drawn to founders who chase inevitability — not through prediction, but through clarity of fit.
You Can’t Fake Fit
Many products work on paper but collapse in motion. The onboarding feels off. The interactions stutter. The incentive structures creak under pressure.
You can patch this with education, or you can fix it with reality. The latter is harder — but better.
We watch closely for teams who are ruthlessly aligned with user behavior. That’s the only real product-market fit.
Elegance Hides Complexity
The best interfaces are often the simplest. But beneath that simplicity lives dense architecture: clean data flows, modularity, invisible safeguards.
That’s why elegance is so hard to copy. The surface can be mimicked — but the underlying structure takes years to get right.
We look for products that seem easy, but are secretly engineering marvels.
Distribution Reinforces Inevitability
When something feels inevitable, it spreads faster. Users don’t need to be convinced — they just need to be shown.
This is when referral loops kick in, and brand starts compounding. People adopt what feels natural, not what’s pushed.
A product that feels like the future will often become it — simply because enough people believe it already is.
It’s a Taste Thing, Too
Founders who ship inevitable-feeling products tend to have taste. They notice friction others ignore. They simplify where others stack features.
That taste isn’t decoration. It’s a strategy — a filtering mechanism for clarity.
Taste can’t be outsourced. And when we see it, we lean in.
Conclusion
Inevitability isn’t luck. It’s design, craft, and iteration — repeated until the friction vanishes. When a product feels obvious, it’s not the end of the journey. It’s a signal that the team is building with intuition and precision. That’s who we back.
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Notes from the frontlines of digital advantage, venture, and scale.

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Notes from the frontlines of digital advantage, venture, and scale.

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Notes from the frontlines of digital advantage, venture, and scale.

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Notes from the frontlines of
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