The one thing I'm surest about after nearly 20 years of in-depth qual research: Mullenweg is right. For any founders out there...nobody wants to budget better. Nobody. They want more money. (And the ones who do want to budget are overserved for choice/doing a good enough job already.)
I've also learned to bet on any mass plumbing startup. Google is a plumbing startup. Mass integrations to bank and fintech backends is also a plumbing startup. (Good ones nowadays resemble real-world plumbing, i.e. usually invisible and something people never think about.)
> let me know if I should do more teardowns like this
Yes please - these examples are great for seeing parallels and grokking the method
+1 vote for more teardowns like this. Super valuable perspective!
The one thing I'm surest about after nearly 20 years of in-depth qual research: Mullenweg is right. For any founders out there...nobody wants to budget better. Nobody. They want more money. (And the ones who do want to budget are overserved for choice/doing a good enough job already.)
I've also learned to bet on any mass plumbing startup. Google is a plumbing startup. Mass integrations to bank and fintech backends is also a plumbing startup. (Good ones nowadays resemble real-world plumbing, i.e. usually invisible and something people never think about.)