Do we really need to say (on HN especially) that time-to-market does matter?
Not just for startups either. If you ramp up the Polio vaccine in 1 year vs 10 years, that has a big impact on human wellbeing. The two scenarios are not equivalent outcomes, even though it still happens "eventually."
Speed matters.
Sure, speed matters.
Developing new technology happens to matter more.
I'm sure investors are going to do their own analysis on this and reach their own conclusions, you should try betting against it.