Crunchbase

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Colossus 2026-03-21-1

We Have Learned Nothing: The Red Queen Eats Startup Method

BLS survival data is flat over 30 years and Crunchbase seed-to-Series-A conversion is declining: Jerry Neumann's case that Lean Startup, Customer Development, and the rest of the New Punditry produced zero measurable improvement is empirically anchored. His prescription is a Red Queen meta-theory via Feyerabend: any method, once widely adopted, becomes self-defeating through competitive convergence, so the only science of entrepreneurship operates at the level of generating new methods, not prescribing them. The convergence argument is the strongest element; the data argument has an ecological fallacy problem (BLS counts restaurants alongside SaaS startups) and a missing counterfactual (flat survival might mean methods prevented a decline, which is the Red Queen working within punditry itself). The sharpest extension is to AI-native startups: if method convergence is the mechanism, AI collapses the cost of convergence to near-zero; everyone builds the same thing faster, differentiation half-life shrinks to weeks, and the Red Queen sprints where she once walked.