Reading the NY Times article \u201cJeffrey Katzenberg Raises $1 Billion for Short-Form Video Venture,\u201d I realized it was time for a new startup heuristic: the amount of customer discovery and product-market fit you need to find is inversely proportional to the amount and availability of risk capital.\nAnd while the \u201cfirst mover advantage\u201d was the rallying cry of the last bubble, today\u2019s is: \u201cMassive capital infusion can own the entire market.\u201d