Timing And Creating New Markets

I argue that “best‑mover advantage” (100 % agreement) wins over first‑mover advantage because proof of concept already exists, reducing feasibility risk.

My notes on fast‑grocery markets show that timing mattered more than TAM for ZeptoNow’s $200 Mn raise in 2022.

Funding event: @ZeptoNow raised $200 Mn in 2022.

Insight: Timing > TAM for fast‑delivery grocery concepts.

My experience shows the best returns come from alignment – the right founder meeting the right market wave – whereas founder‑first in a weak market is romantic and market‑first with the wrong founder is risky.

I argue that investors should focus on the potential size of a market a founder is creating, not its current size.

Now, the founder is doing 10L revenue a month and actually owns 100% of the market.

This example shows how a visionary founder can dominate a newly created niche and generate strong growth.