A company in our portfolio has created a dramatically new way of doing X - which has the potential to change the industry fundamentally while creating a true win-win for everyone in the entire ecosystem. They've hit the ground running with V1 and are seeing 100-day numbers that are unbeatable. 

BUT they are doing something new. Something that has not been done before or thought of before. If they succeed, they will create a new category in a very very large industry. 

As they are raising the next round of capital on strong growth and PMF, it has been surprising to see the pace at which conviction building is happening in the ecosystem and this Whatsapp message encapsulates it all where a brave category-creating founder believes that "most ecosystem partners will be skeptical". 

I grew up as an entrepreneur in the heart of Silicon Valley where such brave category-creating founders are most sought after with conviction - not skepticism. 

So my reply to him was simply this: 

I am hopeful that our ecosystem evolves to embrace such category creator founders. It will.