You have to save the vision speeches for when the company is winning. When you're not winning, you just have to get momentum back.
The thing that kills startups at some level, is the founders giving up.
If it works out, you're going to be working on this for 10 years.
Founders need to figure out what the message of the company is going to be.
It really is true that you become an average of the people you spend the most time with.
If someone is getting every decision wrong, that's when you need to act, and at that point it'll be painfully aware to everyone.