THE ORIGINS OF GENERATIONAL COMPANIES

Summary from the TLDR Founders newsletter

Microsoft, Oracle, NVIDIA, and Starbucks all started by selling something to a tiny, often invisible market before stumbling into bigger opportunities. The playbook isn't “envision a radically different future and build it,” it's figure out a real need by selling, learn by iterating on what doesn't work, avoid trying to predict the future or convince markets, and stay in the game long enough to catch a demand wave when it hits.