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Founder Conviction: Watching what the operators actually do

As founders, we always talk about "validation" and "skin in the game." We know that when a builder truly believes their product is undervalued, they double down.

I’ve been applying this same lens to the current public market correction. While the analysts are shouting to buy the dip, the actual TSLA insider buying data is showing zero discretionary activity from the leadership team.

It’s a good reminder for us: always watch the transaction logs, not the headlines. If the people with the most information aren't validating the price with their own capital, it's a strong signal to stay cautious.

How are you guys positioning your personal portfolios while building? Cash heavy or buying the fear?

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