That's crazy... I guess he is chasing something that doesn't exist. He wants to bring his company and product to a place it has no reason being. He needs to settle down, figure out what he wants to do, and just do that for like 2 years... If it's not working, ok, pivot, but don't just pivot out of nervousness and irrationality.
"If you ask employees when they started to notice that something was wrong at Fab, they will usually mention the bike locks."