Hello HN! Atrium CEO Justin Kan here. Happy to answer any questions about the article or how Sisun (who is incredibly awesome) ran his fundraising process after coming to one of our free Atrium Scale boot camps.
I think it comes down to seeing the multiple paths towards scale, and not just as silo'ed options or all-in bets.
I've often found the overexuberance of other CEOs I've worked under a bit offputting -- up and to the right, and that whole shtick while brushing over the knowledge gaps and ultimately leaving VCs to fill it in themselves.
But this is a CPG after all, and not a software company so the aspirational path to scale is probably more linear and over a longer time scale than a company burning cash to bring a product to market.