TLDR Founders · MISCELLANEOUS

NARRATIVE CYCLE ENTRY

mhdempsey.substack.com4 min read

Summary from the TLDR Founders newsletter

Every technology story has a rhythm. First comes obscurity, when only a few people care, and founders have to explain everything from scratch. Then comes conviction, as believers pile in and copycats multiply. Next is euphoria, when hype peaks and differentiation gets hardest. Finally comes the crash, when the same idea is written off until a few survivors prove it real again. Knowing where you enter shapes whether you're explaining an unproven idea, competing in a crowded field, or trying to rebuild belief after the hype has collapsed.