After a pitch, you’ll typically hear a sentence that begins with “This is great, but…” You get so used to it that if you hear a sentence starting with “This is great,” you mentally start gathering your papers and feeling for your keys. This is great, but I’d love to see more traction before committing. This is great, but why don’t we talk again when you have ten thousand subscribers? This is great, but that’s not an investment premise we’re focusing on right now. Alexandre didn’t tell us, This is great. He told us, This is shit. And that scared the hell out of us.
