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This newsletter covers the systematic roadmap for post-PMF B2B founders to transition from founder-led sales to scalable systems using AI. Updates from the Studio and M Accelerator.
Last week I wrote about three founders with real moats. The replies that came back asked a simpler question: "How do I know if I have one?" Most founders confuse a feature for a moat. A faster onboarding flow isn't a moat. A clever AI workflow isn't a moat. A favorite logo on your homepage isn't a moat. Those things are real. They're just not what defends you when a well-funded competitor shows up next quarter with the same tools you used to build yours. A real moat shows up in five places....
A few days ago at the Virtual VC Conference — 7,000+ registered, co-hosted by Techstars — I ran five investor panels inside the SPIKE Series room. Panel 3 was different. No fund metrics. No portfolio composition. Two former professional athletes — one who played in the NBA's European equivalent, one who played six years in the NFL — talking about what elite performance actually looks like from the inside. What they said maps directly to where most founders in the $100K–$3M range are getting...
Last week we ran five investor panels at the Virtual Early Stage VC Conference — 7,000+ registered, co-hosted by Techstars. Twelve investors. One room. SPIKE Series. SPIKE Series is the ecosystem I've been building around sports, media, and innovation. But the sharpest insight from Panel 1 had nothing to do with sports. It had everything to do with what most founders are sitting on without knowing it. Panel #1 - The New Sport Economy: three signals worth extracting Garnet Heraman (Aperture...