DEMAND

We hit our first-year sales target in three weeks. We had a 20,000-person waitlist. Turns out people really hated paying $300 for something that costs $5 to make.

We raised a million pounds on a crowdfunding platform in 96 seconds. Ninety-six seconds. That told us everything we needed to know about how much people hated their banks.

People will always eat out and always gamble. Build businesses around things people can't quit.

Samsung, Hyundai, and LG all invested because they want alternatives to Nvidia. The demand is real.

During COVID, we couldn't build rowers fast enough. The waitlist was months long. Then the world opened back up and we learned the difference between demand and need.

I want to be in businesses that serve people who need something, not people who want something. The need never goes away.