My investment criteria:
1. Are the founders top 0.01% entrepreneurs?
2. What does this team understand about the market that other teams don’t?
3. What is the biggest risk to the company, and can the team solve it?
4. If it works, how big of an impact will this company have?
Christopher Golda
216 posts
VGP @YCombinator.
Investor @Apex_Satellites, @Benchling, @Coinbase, @Ollama, @PierreComputer, @Resend, @Stoke_Space, @Supabase, @UseCorgi, more
Joined March 2007
- Congrats @kiwicopple @AntWilson & the @supabase team! 🚀 Looking fwd to the Supabase Select conference today and judging this weekend's hackathon
- 0/ I tweeted my investment criteria, and people asked me what I meant by identifying “top 0.01% entrepreneurs”. Like finding a top 0.01% engineer, you can find top a 0.01% founder by testing and filtering for a set of skills. A thread…My investment criteria: 1. Are the founders top 0.01% entrepreneurs? 2. What does this team understand about the market that other teams don’t? 3. What is the biggest risk to the company, and can the team solve it? 4. If it works, how big of an impact will this company have?
- Replying to @golda1/ Top 0.01% entrepreneurs have a different set of skills and attributes: 1. High tolerance for chaos & uncertainty 2. Independent thinking and creative problem solving 3. Dedication & persistence 4. The right kind of motivation 5. A strong sense of urgency & bias toward speed
- AI agents for corporate finance teams have arrived! Less manual and time consuming tasks, less wrangling data and spreadsheets ✨
00:00 - Replying to @golda12/ The primary determinant to winning dogfights was observing, orienting, planning, and acting faster; in other words, how quickly one could iterate. Speed of iteration, Boyd suggested, beats quality of iteration.My number one predictor of whether or not a company will find product-market fit: High shipping cadence.
- Replying to @golda3/ I look for backgrounds that evidence forms of developed resilience. Strong entrepreneurs exhibit a history of meeting challenges and overcoming them successfully, often in a context of significant adversity. These challenges can come from their environment or be self-imposed.
- Replying to @golda13/ In an emerging market, you need to maximize learning to find product/market fit; to learn, you need to iterate to validate your hypotheses. In an existing market, you’re facing incumbents and competition to solve a known problem, so speed is often your only advantage.
- Replying to @zachcoeliusWell then we're improving... because there isn't a more useless relationship to money than gambling.
- Replying to @golda11/ A strong sense of urgency and bias toward speed Boyd’s Law of Iteration states that “speed of iteration beats quality of iteration”. It was based on dogfighting between MiG-15 vs. F-86 fighter jets, but quickly applied to software development. blog.codinghorror.com/boyds-law-of-i…






