🦄 Startups & VC Feb 11, 2026 · amoore

The Opening, Midgame and Endgame in Startups

Sequoia Publications
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The Opening, Midgame and Endgame in StartupsWhy the best founders are “time travelers” who play all three phases simultaneously
By David Cahn



Published February 11, 2026





In the Prod community, they talk about founders as “time travelers” rather than visionaries. Founders don’t see the future, they teleport there.



I think this is true in more ways than first meets the eye. To extend the analogy of a chess game (which I recently used in an essay on the AI race and which Will Manidis a

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