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Is there a startup that doesn’t accumulated expectation debt overtime carried jointly by the founder and investors? For the investor 9 out of 10 times it must be eventually forgiven or paid off by the 1 in 10 that exceeds expectations? For the founder I don’t think the debt is ever fully repaid no matter the level of success, but continued ambition and opportunity will continue to pay the interest.

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At SpringTime we always say, "no is the second best answer." Thanks for linking to Friday Forward.

It looks like another great publication in Substack.

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It felt exactly the same at Microsoft 20 years ago when the stock was splitting every 6 months and the stock market couldn’t see anything but continued growth at the same pace (which is never a wise expectation)

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In 9 months, 18 people have turned around the 6 employees business development team (chaired by the founder) because the BP expectations were achieved only by 75%. That's not bad in terms of expectations interest rate, isn't it?

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