Plenty of interesting thoughts in here.
Why this – market
Why us – team
Why now – timing
Patience and wisdom are the fundamental elements required.
Given this, timing is often indistinguishable from luck. As the old adage says, I’d rather be lucky than smart any day.
The overall startup score is simply = product x team x timing.
10 x 10 x 0 = 0
Certainly luck plays a role in home-run wins. But visionary bets and persistence seem to be a bigger part of it.