Patterns
The repeatable moves underneath the company arcs. Each pattern shows up across multiple founders and multiple decades. The names change. The structure does not.
Pattern
The Platform Shift Bet
Reading a technology transition before the market does, and moving while it still looks like a mistake.
3 companies
Pattern
Self-Disruption
Killing your own profitable business before someone else does it for you.
2 companies
Pattern
Category Creation
Defining a new category and owning the language everyone else has to use.
2 companies
Pattern
The Wedge
Entering through a narrow beachhead that nobody defends, with a far bigger map in your pocket.
3 companies
Pattern
The Long Compounding Bet
Funding a conviction through a decade of doubt until the curve finally bends.
2 companies