"And that you could never intersect that curve with $today, you had to estimate your delivery date and use the intersection at that point for all planning." Ot

"And that you could never intersect that curve with $today, you had to estimate your delivery date and use the intersection at that point for all planning." Otherwise known as "Skate to where the puck will be, not where it has been. -- Wayne Gretzky." This is fairly common in other software-related industries, eg. mobile. Uber was not physically possible when the company was founded in 2008 - most phones didn't have GPS, and when they did, it drained the battery too quickly for the phone to charge from a car. Same with Whatsapp's founding in 2009 - the push notifications that let it catch on weren't actually available until a year after the product first came out. I know a number of Silicon Valley drone transportation companies that know their product isn't feasible today, but are betting on improvements in battery technology. Oftentimes the market (and underlying technology) pivots into the startup, the startup doesn't pivot into the market. Many of the big pandemic successes like Zoom, Toast, Marco Polo, Peloton, etc. already existed before the pandemic, they just happened to luck out when everybody got shut up at home.