Ganesan would choose capital allocation over product vision as the key skill for a founder at scale. Listen
Ganesan argued that capital allocation includes product vision, because allocating capital means choosing product direction, while the reverse is not true. He cited Mark Zuckerberg's Instagram ($1B) and Onavo ($400M) acquisitions as strong allocation. He contrasted this with Snap, run by what he called a product genius, whose shareholders he said have not been rewarded for seven or eight years.
“capital allocation by itself also captures product visionary because you're allocating the capital to the things that matter... The other way is not true.”
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