It’s so easy with zero day startups for investors to get deep in the weeds on pricing, GTM approach, features etc.
The only thing you really know about a zero day startup is that in a year it will look nothing like you expected in all of those axes. It reminds me of a great comment I heard about forecasts/models…. “The only thing you know is that it’s wrong, you just don’t know in which direction.”
In the end this is why my zero day angel investments are based entirely on team and the willingness of that team to evolve.
Shit, look at Slack. It was a mobile game company but any early investor looks like a genius for seeing the messaging revolution on the horizon when all that really happened is they were investing in Stuart.