I think you find these incompatible simply due to the Valley's own particular brand of "audacity." What #2 predicts the end of are build-fast-and-break-things

I think you find these incompatible simply due to the Valley's own particular brand of "audacity." What #2 predicts the end of are build-fast-and-break-things concept-startups that throw tons of energy, developer-wages, and hype into their product, for indefinite periods of time and with umpteen pivots, with no notion of what their eventual business model will be. "We'll figure out money later" has become a startup trope, and while its worked out for several big names (Facebook, Twitter, etc.) its not exactly a good idea. There are other kinds of audacity, though! Elon Musk has his picture in the dictionary next to "audacious," but likely could have told you on day one how he hoped Tesla would wind up making money, and how he thought he could get there. And by all accounts he's running a tight ship- employees aren't treated lavishly, money isn't being spent where its not needed- all very standard, non-audacious stuff on the business side. Much of this is of course that Tesla is making cars, not webpages or apps, and the latter categories are much more forgiving in terms of things like unit economics[1]. I think the point is, though, that investors are no longer going to be so happy about founders taking such flagrant advantage of that forgivingness. [1] What even is a "unit of sale" for something like Facebook? An ad display? Does anyone calculate exactly what operating Facebook costs on a per-ad basis?