everyone else had accepted their fate
a complaint is already priced in. a shrug means nobody has tried.
the best businesses do not start with a complaint. they start with a shrug.
a founder told me how his company began and it was not the story i expected. he had no background in his industry at all. he was a buyer. he kept hiring agencies in his old career and kept getting a miserable experience out of them, year after year.
so he did the sensible thing. he called colleagues and peers and asked who they were using and how they were coping.
what shocked him was not that everyone had the same bad experience. it was the tone. nobody was angry. everybody had made peace with it. this is just how it is. these are the agencies that serve us. better get used to it.
that was his moment. not the pain. the resignation.
he started the company in 2015, went back to the same people who had shrugged at him, and said i know your business better than anyone, give me a shot and i will not let you down. they gave him the shot. it worked from the first year and he has been compounding on it since.
i keep thinking about the difference between those two signals.
a complaint is loud, which means it is already priced in. if a market is screaming about something, twenty founders heard the scream and eleven of them are building right now. you are late and you do not know it yet.
a shrug is quiet. a shrug means the pain has been there so long that it stopped registering as pain and became a property of the universe. banks are slow. shipping is unreliable. recruiters do not call back. nobody is building for it, because to build for it you first have to notice it, and nobody notices the weather.
the trouble is you cannot find shrugs by asking people what they hate. they will tell you the loud thing. you find shrugs by watching what people work around without ever mentioning it. the spreadsheet nobody discusses. the three day wait everyone plans their week around. the fee that appears every month and never gets questioned.
in my own companies, the biggest openings were always the things i had stopped seeing. i had built a routine around them, which is a polite way of saying i had surrendered to them.
what have you stopped complaining about?
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