Malcolm Gladwell writes in Outliers about people being born in certain places at certain times. LL Cool J calls that moment the tipping point. Being in Seattle when software exploded provided success in computers. Being in New York at the same time provided success in hip hop. One gets sprinkled with a little dust and ends up in the right place with the capability.
On Build Your SaaS, Justin Jackson tells Jon Buda that leading a company comes down to two jobs: thinking, and making decisions. Execution is the work Jackson likes, but he says co-founders are not graded on it. The example in front of them is Spots, the product they were weighing alongside Transistor.fm. Chasing it would hurt in the short term, because he wanted to ship fast and Spots still had a lot to prove, including whether they even wanted to be in advertising. His instinct was to keep things easy and deal with it later. He says you almost always have to force yourself to do the opposite.