I wonder if this approach to starting a vertical business the founders have 0 experience in has ever panned out. I know YC pushes the B2B SaaS angle as hard as possible, searching for "underserved" niches, but seems like if you don't have true industry experience, it can't possibly work out.
Travis Kalanick had zero taxi experience and Brian Chesky had zero hospitality experience.
Now they created new models to existing paradigms, because I do tend to agree that founders that have verticalized experience tend to be far more successful (but perhaps arguably less 'disruptive')
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