Startups · Oct 23
Lovable, Polsia, and Theory Ventures have a 90 day lesson: early ARR can lie
Luke Arno, Ben Broca, and Tomasz Tunguz point founders toward learning density before scaling sales.
- Treat early ARR as a learning signal, not automatic permission to scale sales.
- Use the first 90 days to find repeatable customer patterns before expanding go to market.
- Ask whether wins share the same buyer, problem, and motion before claiming product market fit.