12 Tweets 9 reads Jul 22, 2022
Peter Thiel is worth $7.19 billion dollars.
His secret to investing in success?
These 7 questions:
1/ The Engineering Question: Can you create breakthrough technology instead of incremental improvements?
Going from 1 โ†’ n means doing more of what has already been done.
Going from 0 โ†’ 1 means doing something that has never been done before.
Is your offer groundbreaking?
2/ The Timing Question: Is now the right time to start your particular business?
Sequoia Capital asks every startup this question: Why now?
It is often better to be the last company to market vs the first.
Hit the timing right and take down the entire market.
3/ The Monopoly Question: Are you starting with a big share of a small market?
Don't build your startup in a large market.
Start by dominating your niche.
Bezos focused on dominating a small niche marketโ€“ online books.
Don't get 1% of a $1B market, get 80% of a $1M market.
4/ The People Question: Do you have the right team?
Example: failure of clean-tech VC in 2000s.
Clean-tech executives would run around wearing suits & ties.
This was a red flagโ€“ real technologists wear t-shirts & jeans.
Thiel passed on founders who 'dressed up' to pitch.
5/ The Distribution Question: Do you have a way to not just create but deliver your product?
Every successful product/service has an effective distribution channel.
Marc Andreessen advises founders to hustle to get their product in the hands of peopleโ€“ the world is a big place.
6/ The Durability Question: Will your market position be defensible 10 and 20 years into the future?
In 2002, 80% of the value of PayPal came from cash flows received in 2012.
Be a monopoly in a small market.
You get to grow as the market grows and escape competition.
7/ The Secret Question: Have you identified a unique opportunity that others donโ€™t see?
"If there are many secrets left, there are many world-changing companies yet to be started."
Most good ideas donโ€™t look like good ideas at the start.
Are all the hard problems solved?
TL;DR:
1/ The Engineering Question
2/ The Timing Question
3/ The Monopoly Question
4/ The People Question
5/ The Distribution Question
6/ The Durability Question
7/ The Secret Question
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