As a startup founder, all growth startup founders need to be a bit delusional — I don't mean that in a bad way. The few hardware startup founders I've met have

As a startup founder, all growth startup founders need to be a bit delusional — I don't mean that in a bad way. The few hardware startup founders I've met have either been very dialed into their trajectory with a clear deriskable exit plan, or extra delusional. It's fun talking to folks like that, but from an investor perspective I can see why your risk evaluation skills need to be dialed.