Part III · Choosing a bet · Chapter 10 · 4 min read
Speed vs safety
Which moves pay the first dollar fastest, and which ones last? The two rankings are almost opposite, so you have to chain them.
Four shapes of effort → revenue#
- Linear: each hour of work brings money soon, but income is capped by your hours.
- Spike → fade: fast money that shrinks as copycats or the platform catch up.
- Step: nothing comes in until the product is good enough, then sales start.
- Snowball: slow for months, then each week's work stacks on the last.
Ranking 1: fastest first dollar#
| # | Move | First dollar | Curve | Compounds? | Why |
|---|---|---|---|---|---|
| 1 | 11. Productize a service | days | linear | no, until you automate | you sell before you build |
| 2 | 12. Arbitrage | days–weeks | spike → fade | no | the gap closes |
| 3 | 2. Narrow | weeks (if the product exists) | linear | yes | the work is outreach: ConvertKit emailed 100 bloggers, got 5–7 customers, repeated |
| 4 | 5. Package | 2–6 weeks | spike → fade | no | HeadshotPro made $100k in 2 weeks; the window closes |
| 5 | 4. Cross (X + Y) | 1–3 months | linear → snowball | yes | a niche is easy to reach; v1 is small |
| 6 | 9. Shovels (small) | 1–3 months | linear | some | big shovels take 6–24 months |
| 7 | 3. Move (small) | 1–3 months | linear | yes | big versions need capital |
| 8 | 6. Invert | 1–6 months | step | yes | fast if the flip is small (pricing, one feature) |
| 9 | 10. Boring / small | 3–6 months | linear, steady | yes | learn the niche first; then customers rarely leave |
| 10 | 1. Subtract | 3–9 months | step | yes | a whole end-to-end product first |
| 11 | 7. Rebuild on a shift | 6–24 months | step → hockey stick | yes | Gamma founded 2020, took off 2023 |
| 12 | 8. Own the query | 6–24 months | snowball | strongly | slow start, then speeds up every other move |
Ranking 2: most likely to last#
No move is 100% safe; a product is always a bet. What can be close to safe is the asset you build while making the product: trust, a customer list you own, deep niche knowledge, data a business depends on. So choose moves where every week leaves an asset behind.
| # | Move | Safety | What keeps it alive | What kills it |
|---|---|---|---|---|
| 1 | 10. Boring / small | high | you become the system a business runs on | selling a thin tool instead |
| 2 | 8. Own the query | high | trust gets scarcer as AI floods content | audience that comes via Google or a marketplace |
| 3 | 6. Invert | high | the leader can't copy without hurting its revenue | the gap was just "they haven't built it yet" |
| 4 | 4. Cross (X + Y) | medium-high | combining systems and data | the combination is only knowledge, which AI now has |
| 5 | 3. Move | medium-high | real local advantages | the only difference is language |
| 6 | 11. Service / outcome | medium | accountability, relationships | customers do it themselves with AI |
| 7 | 2. Narrow | medium | trust inside the segment | positioning is easy to copy |
| 8 | 1. Subtract | medium | owning data, payments or network | only advantage is "simpler"; AI makes complex tools easy |
| 9 | 9. Shovels | medium-low (solo) | demand grows with AI | small shovels are just information |
| 10 | 7. Rebuild on a shift | low (solo) | huge ceiling | a race against funded teams and the AI labs |
| 11 | 5. Package | low | — | the next model release |
| 12 | 12. Arbitrage | lowest | — | the gap always closes |
The durability test#
Five questions for any idea. Each "yes" makes it safer:
What the two rankings show#
- There's a trade-off no move escapes. Moves at the top of the speed list bring money now, but it's capped by your hours or it fades. The safest moves are slow. None gives both.
- So run two engines. A fast one (11, 2 or 5) brings cash and teaches you what people want. A slow one (8 or 4) compounds. It works best when the fast one feeds the slow one: every client job becomes a case study; every conversation shows the next product.
- The curve isn't fixed; the order you do things in sets it. Any "step" move becomes gradual if you sell before you build. Ghost pre-sold its launch on Kickstarter. ConvertKit's founder moved customers' lists by hand.
- Move 8 is slow once, then makes everything else fast. TypingMind made $22k in its first week because its founder had spent years building an audience.
The chain
Start as a service (11) in a boring niche (10) → turn what repeats into a product → publish what you learn along the way (8).
The service gets the first dollar in days. The niche gives safety. The product becomes what the customer's business runs on. Publishing turns work into trust you own. It's the classic path of Basecamp, Mailchimp and most vertical software.
Sell → deliver by hand → automate
This order turns a step curve into a gradual one.
Takeaways
- Fast moves are unsafe; safe moves are slow. Chain them, don't choose.
- The product is a bet. The assets you build while making it don't have to be.
- Four or five "yes" on the durability test ≈ not a bet.
- Sell before you build, do it by hand, then automate what repeats.
Sources: ConvertKit batches · HeadshotPro · TypingMind first week