Barry Schuler
14K posts
@BSchuler
Venture Investor DFJ Growth, Hopeless Geek, 3D Printing Junkie, Vintner-Meteor Vineyard, Foodie, Education Warrior, Film&TV Producer
Tesla FSD had its "Claude Code Moment" at the exact same time (roughly last Nov - Jan) Somehow folks are sleeping on the former, while being aware of the latter My wife and I bought two Teslas over the last quarter because of FSD IT'S INSANE 🚀 (...Next up, the Grok Moment?)
Startup beef is always funny. Years ago, I worked at a marketplace & we decided Craigslist was our enemy. We built narratives around “beating” them, studied their every move, and even shaped internal goals around taking their users. I’m pretty sure they never thought about us once. Later, we shifted our obsession to TaskRabbit. Remember Taskrabbit? We spent so much energy trying to outdo them w/ pricing wars, feature debates, endless comparisons. But in the end, neither of us became a breakout, venture-scale success. The real competitors were the ones playing a much bigger game: DoorDash, Instacart, Uber. We knew those founders personally, hung out with them at the same SF parties, but never saw them as direct competition. Turns out, they were just playing a different sport entirely. I see the same thing today in AI and crypto. Startups beefing over tiny overlaps, chasing small wins. Before you pick a fight, make sure you’re actually in a market worth winning. Otherwise, you’ll wake up every morning obsessed with a game that doesn’t matter.
