I kinda think a product in search of a market (or worldview, or monetization strategy) is a much more beautiful thing, and a more disruptive and interesting thing, and more likely to lead to an interesting culture, than a product that has nailed down every aspect of its target audience and marketing strategy before launching. "Base Reality" as defined here is a post-facto attempt to create a "thesis" around things like Airbnb or Coinbase that evolved from startups and are still grappling with their base reality in situ as it evolves.

What these companies may have is an ability to switch from one "base reality" to another, depending on what's successful. This article leaves that out of the picture.

Surprising, for someone who's an acolyte of improv. Really, the most beautiful pieces are the ones where even the performers have no idea where it's going to end up.

NOT surprising for someone who misunderstands both comedy and business.