The Most Dangerous Thing in a Startup Is Feeling Like You're Winning
5 min readThere is a very specific feeling in a startup that I have learned to distrust more than any other. It is not the fear, it is not the constant uncertainty, it is the warm and comfortable sensation that you are actually making progress. That feeling is a liar.
The building trap
Early on in one of my past companies we spent nine months building a workflow automation platform. We did complex machine learning work with data pipelines, classification models, and expensive integrations. We made very clean architecture decisions, wrote beautiful code, built impressive dashboards, and launched a product we were proud of, built by a team of brilliant engineers and functioning flawlessly. But we had zero paying customers.
The problem is that it did not feel like we had zero customers, it felt like we were building something great, because every finished sprint and every shipped feature felt like real forward momentum. The team metrics looked good, the money in the bank held up, and we were building at a great pace, but we were building something nobody had ever asked us for. This is the most insidious trap in startups: building feels like winning, writing code feels productive, launching features feels like momentum, and hiring feels like growth, but none of that is real until someone pulls out their credit card and pays you.
Activity is not traction
I see this pattern constantly in startups with an immense product roadmap, their commit history, and their polished Figma designs to prove they are working twelve-hour days while the entire team kills themselves in the office. When I ask them the simple question of how many real customers they have talked to this week, the answer is always a weak excuse about how they are getting closer to launch, how they want to have a polished product first, or how they plan to start sales next month. That month never comes because there is always one essential feature left to build or one edge case left to handle. The product is never ready because the definition of “ready” is a moving target when you have never defined what ready means to the person who is going to pay.
The uncomfortable truth is that your first version should embarrass you, and if it does not embarrass you, you launched too late. Polishing something in the seventh month of development is polish nobody asked for, and the extra features you build in the eighth month only solve problems you invented yourself instead of the real problems your customers have.
The sunk cost spiral
The building trap gets worse over time because of sunk costs. After three months of development you have invested enough that pivoting feels like starting over. After six months you have already told investors and family what you are doing, and after nine months your entire personal identity is tied to the product itself. So instead of taking a step back and asking if the market wants this, you double down, building more features, redesigning the landing page, writing more code tests, and convincing yourself that you are just one feature away from product-market fit. That mythical feature does not exist, because the problem was never a lack of features, the problem is that you built for months in a vacuum.
The inevitable pivot that saved our business forced us to throw away seventy percent of everything we had built. I do not mean refactoring, I mean literally deleting nine months of engineering work because it solved the wrong problem for the wrong customer. It hurt, but it did not hurt as much as it would have hurt to spend another nine months building on a foundation that nobody cared about.
The brutal filter against the building trap
After a failure like that, you become very suspicious of perfect progress and you start using a brutal filter:
- If you have not talked to a real potential customer in the last fourteen days, you are already caught back in the trap.
- If nothing you have learned in the last two weeks has forced a change in your roadmap, it is not a sign of good planning, it is a sign that you are learning nothing, because real market feedback is always messy and inconvenient.
- You force yourself to check if you are building for the customers you have today or for imaginary customers, because imaginary ones always have clean and reasonable requirements while real ones have weird edge cases, contradictory needs, and budgets that do not align with your pricing.
- If you had to get your next ten customers without writing a single new line of code and you cannot do it, then the product is not the problem, the market is the problem, and no amount of brilliant engineering will ever fix a distribution problem.
What changed after that
Today I no longer start projects thinking about complex architecture, I do not start by picking modern programming languages, and I definitely do not start by designing the corporate brand.
The right way always starts with a simple conversation, and then another, and then another, until the exact same problem comes out of the mouths of enough people who do not know each other. Only then do you build the smallest and cheapest possible version that attacks that specific problem, hand it to them, and watch what they do with it, ignoring everything they say.
Building will always feel like progress, but the only progress that actually matters is the kind that moves revenue or retention, because everything else is just theater.