Founder Playbook

Audience
It's like, oh, so hot right now... well, it seems to have already been kind of rounding the curve. He's better off chasing [the adjacent sport] instead. That's the new one.

Don't enter a niche that's already rounding the curve — find the next-curve trend

Bernard's heuristic for picking an audience: don't enter a niche past its growth peak — find the next-curve trend. By the time a trend is consensus-hot, TAM expansion has slowed; the better bet is the adjacent emerging niche gaining momentum. Validate the trend curve is still rising, not flattening, before building.


J
Josh Peleg
BlueThrone (Head of M&A and Biz Dev)VC-backed portfolio that acquired ~100 consumer apps in 1.0 — pivoting to category-leading subscription apps aiming to become the world's #1 app acquirer
Sub Club by RevenueCat
Buying vs. Building: Scaling Beyond a Single App· 16:14
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