It's pretty clear that [customers] know what their budgets are now, and what they want to spend it on.
Ben HorowitzThe thing that's confusing for investors is that founders don't know how to be CEO. I didn't know how to do the job when I was a CEO. Founder CEOs don't know how to be CEOs, but it doesn't mean they can't learn. The question is... can the founder learn that job and can they tolerate all mistakes they will make doing it?
Ben Horowitz