PhD in Information Tricknology⠀⠀ ⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀
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⠀⠀⠀ ⠀⠀⠀ ⠀⠀ ⠀⠀ Pre-Revenue Specialist • Pivot Enthusiast
Oct 6 • 8 tweets • 7 min read
5 VC Dogmas in AI That Don't Matter When You're Bootstrapped
spent way too long listening to VC narratives about AI before I realized: none of this shit applies when you're a solo dev just trying to hit $5k MRR
here's what VCs keep repeating and why you can safely ignore it when you're building with APIs and shipping fast
short thread
1/ "AI wrappers have no defensible moat"
VCs love saying anything on OpenAI/Anthropic APIs is "just a wrapper" with no moat
cool story, but I'm not raising a Series A
I'm paying $200/month for API calls and shipping products that solve real problems. My moat is that I actually shipped while everyone else is still arguing about technical defensibility on Twitter.
Jasper hit higher valuation than OpenAI before ChatGPT. Character.AI got 100M users faster than ChatGPT. They understood distribution > purity.
Platform risk is real, sure. But you know what eliminates platform risk? Going narrow. Building for a specific workflow. Making something OpenAI can't be bothered to clone because the TAM is "only" $10M.
VCs need billion-dollar exits. I need profitable products. We are not the same.
