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Book · How it actually went

Loonshots

Safi Bahcall · 2019

A physicist-turned-biotech-chief-executive on why organisations stop nurturing fragile early ideas, argued through the structure of phase transitions.

Why it is here

The argument is that the ability to protect early, fragile, easily dismissed projects is a structural property of an organisation rather than a cultural one, and that it changes abruptly past a certain size — like water freezing rather than gradually cooling.

The angel-relevant part is the account of what fragile early ideas look like before they are obviously good. Almost every investment you make is at exactly that stage, and the book is a long study of why competent people reliably dismiss them.

The physics framing is either illuminating or laboured depending on your tolerance for extended analogy. The historical case studies stand up regardless.

Read it if

You want a structural account of why good early ideas get killed by capable organisations.

Skip it if

You find extended physical analogies more distracting than clarifying.

Pair it withFounders at WorkJessica LivingstonInterviews with founders about the earliest days of their companies, before anything worked — the period every other account skips.

Loonshots: common questions

What does this offer an early-stage investor?
A description of what genuinely promising ideas look like before they are obviously promising — which is the exact stage at which you are being asked to fund them, and the reason competent people around you will think you are wrong.
Is the physics framing necessary?
No, and your mileage will vary. The historical cases — including several drugs and technologies that were repeatedly abandoned before succeeding — carry the argument on their own.