First Round Capital

First Round Capital

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Founder‑centric content (In Depth/First Round Review) on PMF, hiring, and fundraising.

DoorDash's Ciabatta Bread Lesson
VideoApr 18, 2026

DoorDash's Ciabatta Bread Lesson

The video stresses that executives need to balance deep‑dive detail work with broader strategic view, using DoorDash’s grocery rollout as a case study. The speaker describes a seemingly minor issue: ciabatta rolls were stocked in the “fancy” bread aisle, causing...

By First Round Capital
Founders on Knowing What PMF Feels Like
VideoApr 14, 2026

Founders on Knowing What PMF Feels Like

Founders share how product‑market fit (PMF) feels when it truly arrives, using vivid anecdotes from fintech and B2B launches. They stress that PMF is not a metric but a visceral, organic pull from customers that eliminates the need for hard‑selling...

By First Round Capital
The Two Founder Traits that Matter Most
VideoMar 30, 2026

The Two Founder Traits that Matter Most

The video zeroes in on two founder traits that the speaker believes separate successful CEOs from their peers: relentless curiosity and unyielding tenacity. He argues that a CEO must be a multidisciplinary learner, constantly probing the market, customers, and every...

By First Round Capital
Stop Asking "Can We Do It?"
VideoMar 29, 2026

Stop Asking "Can We Do It?"

The video centers on a strategic mindset shift: moving from asking "what can we do?" to asking "what do we have to do?" The speaker argues that the latter question reflects market realities and existential imperatives, forcing teams to reframe...

By First Round Capital
Building Confluent: From Open Source Side Project to Public Company | Jay Kreps (Co-Founder and CEO)
VideoMar 26, 2026

Building Confluent: From Open Source Side Project to Public Company | Jay Kreps (Co-Founder and CEO)

In this interview, Confluent co‑founder and CEO Jay Kreps recounts how a side project at LinkedIn evolved into a publicly traded data‑streaming company built around Apache Kafka. He outlines the pivotal moments—from the open‑source release to landing the first enterprise...

By First Round Capital