@keithnew22Question for the founders and operators reading this: when you hit the build-vs-buy call on infrastructure, financing, or anything else that isn't your core product, what tipped you toward doing it the hard way? Curious what forced your hand.
Drop your answer below, or get stories like this every week free: keithnewman.substack.com/subscribe
@keithnew22Power and data centers take years to build. The agentic applications that will run on them change in weeks. If you're building AI infrastructure right now, you're making a multi-year bet against a demand curve nobody has finished writing. Most founders only plan for one side of that mismatch.
First reply: Every week, one more lesson like this straight to your inbox. Free: keithnewman.substack.com/subscribe
Keith Newman is Managing Partner and co-founder of The GTM Firm, where he works with venture-backed, engineering-led and product-led B2B companies on positioning, messaging, demand generation and repeatable revenue. He also hosts Liftoff with Keith, about 150 interviews with founders, CEOs and operators on how they built their companies, distributed across YouTube, Substack, Apple Podcasts and Spotify to roughly 25,000 subscribers per channel and a community of about 100,000. Earlier in his career he co-founded CRN and Computer Retail Week, ran a $40M division at IDG, and led partnerships at PodTech, Recode and the Nasdaq Entrepreneurial Center.
