Why Does a Startup's First Act Have to Be a Home Run?

Ivan Burazin says a startup's first act has to be a home run, or there is no next act. A company on a fast trajectory still has to keep that first product growing, or find another product, but the sequel only exists if the opening was big and fast. Daytona is included. The company pivoted, and the act that builds a large business still has to grow very quickly.

He sees the same shape in coding agents. A crowd of products showed up, and Cognition and Factory are the two he says broke out and are now in a position to expand. In sandboxes, someone listed 357 providers. He does not know if that count is real, because almost any virtual machine gets called a sandbox. His view is that very few have actually broken out, or raised enough to stay in the category.