
I started investing in the pre-generative AI era. Back then, the primary hurdle for zero-to-one founders was speed. For “non-technical” founders almost impossible to build a tech startup.
Building a prototype took weeks, if not months, of gruelling engineering.
Many founders stayed in the “thinking” phase too long simply because the barrier to “doing” was so high. Today, the pendulum hasn’t just swung; it has snapped to the other side.
With LLMs and NLP-based coding tools, there’s much good news. The CTO hurdle is no longer really an issue for basic applications in the zero to one stage. You can now prototype very easily.
A founder can spin up a semi-complex application in a weekend and while this is generally good news, this efficiency has birthed a dangerous paradox:
it has never been easier to build something that nobody wants.
I’m seeing a recurring pattern in the zero to one stage: robust, seemingly polished prototypes that look incredible during a demo but suffer from three fatal flaws:
I call these Castles in the Sky. They are elaborate, aesthetically pleasing, and technically functional, but no one wants to live in them.
There is a psychological danger in overbuilding.
Every time a coding assistant spits out a working block of code, the founder gets a dopamine hit. It feels like progress. It looks like a startup. You feel like a builder.
However, the more time, effort, and emotional capital you invest into a “perfect” pilot, the less likely you are to listen when a customer tells you it’s useless.
You become protective of your castle. You unintentionally delay customer engagement because you don’t want to hear that your beautiful towers need to be torn down.
The Hard Truth: A clunky, ugly tool that solves a burning pain point for one customer is worth infinitely more than a “perfect” application that sits unused.
If you are a founder leveraging AI to build your MVP, you must stay grounded. Here is how to avoid the trap:
Build for the problem, not for the thrill of the build.
At Openseed VC, we back the builders experienced and outlier operators on day zero, and bring an operator network to support from zero to one. Tell us what you’re building on www.openseed.vc/apply
Till next time.
Sincerely,
Looking for smart first funding for a strong headstart?