- The Lean Letter
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- Most VCs Don’t Know Your Market
Most VCs Don’t Know Your Market

THE LEAN LESSON
We were gaining momentum with mid-sized OEM customers.
A VC said we should pivot to “long-tail consumers.”
It made no sense, but it came with pressure.
We ignored it—and thank God we did.
That focus led to a $2B valuation.
Takeaway:
VCs have opinions.
You have data.
Follow your insight, not their assumptions.
YOUTUBE TREASURE
👉My Pick: The secret of writing a business plan