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Founders are terrible CEOs

64 pointsby abuteauover 7 years ago

19 comments

haaenover 7 years ago
The one kind of people who aren&#x27;t named in this article: investors. Ben Horowitz of A16Z explained why A16Z prefers to invest in founder-led companies.<p>(...)<p>The macro reason: that’s the way most of the great technology companies have been built<p>(...)<p>Professional CEOs are effective at maximizing, but not finding, product cycles. Conversely, founding CEOs are excellent at finding, but not maximizing, product cycles.<p>(...)<p>Innovator’s requirements – what does it take to find the product cycle?<p>So where did Jobs get this “founders courage” and what is it? In addition to general brilliance, we see three key ingredients to being a great innovator:<p>1. Comprehensive knowledge<p>2. Moral authority<p>3. Total commitment to the long-term<p>Great founding CEOs tend to have all three and professional CEOs often lack them. Here’s why.<p>(...)<p><a href="https:&#x2F;&#x2F;a16z.com&#x2F;2010&#x2F;04&#x2F;28&#x2F;why-we-prefer-founding-ceos&#x2F;" rel="nofollow">https:&#x2F;&#x2F;a16z.com&#x2F;2010&#x2F;04&#x2F;28&#x2F;why-we-prefer-founding-ceos&#x2F;</a>
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awakeasleepover 7 years ago
How many founders start their company as a way to enrich capital holders or investors? That’s the job of a CEO.<p>A founder is supposed to think about stuff that often competes with that, like making employees feel motivated or delivering value to customers.<p>Hell, even building a healthy company is often at odds with capital return. We see daily examples where the ‘right’ thing to do (from capitals perspective) is to sell off all assets, submerge the company in debt, and abandon ship.
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robterrinover 7 years ago
Did nobody read the underlying research of the centerpiece study supporting this hypothesis? How did this headline and the article get written?<p>&quot;We investigate these issues using the World Management Survey (WMS), an international data set providing detailed information on the management practices for a large sample of medium and large MANUFACTURING [emphasis added] firms (Bloom et al. 2014; Bloom and Van Reenen 2007) in thirty- two countries.&quot;<p>Sure, it seems relatively believable that large and medium sized manufacturing firms are better run by professional managers than their original founders, given the dynamics of that particular industry. Medium and large manufacturing firms require relatively common knowledge, have repeatable processes, are high volume&#x2F;low margin, use commoditized inputs and outputs, as well as many other factors that make it ripe for bean counting as opposed to risk taking and vision. This is a straw man if I ever saw one.<p>[Edited typo]
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tlbover 7 years ago
There&#x27;s no valid way to get a statistic on how founder&#x2F;professional CEOs cause success.<p>Using the methodology I think they use, the statistics are dominated by the fact that only fairly successful companies are able to hire a professional CEO at all. A company that starts and goes nowhere (perhaps due to the idea being bad) is always in the founder-CEO column.<p>It&#x27;s probably also true that companies with multiple offices are more successful than companies with a single office. And companies with a superbowl commercial are more successful than the average company without one. But that doesn&#x27;t imply you should do either for your early-stage company.
dpflanover 7 years ago
A few recent HN posts and articles about CEOs to augment your reading of this post:<p>_<p>1. <i>How to Be a C.E.O., From a Decade’s Worth of Them</i><p>&gt; <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=15581087" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=15581087</a> [nyt | 14 days ago | 74 comment]<p>&gt; <a href="https:&#x2F;&#x2F;www.nytimes.com&#x2F;2017&#x2F;10&#x2F;27&#x2F;business&#x2F;how-to-be-a-ceo.html" rel="nofollow">https:&#x2F;&#x2F;www.nytimes.com&#x2F;2017&#x2F;10&#x2F;27&#x2F;business&#x2F;how-to-be-a-ceo....</a><p>_<p>2. <i>The Best-Performing CEOs in the World 2017</i><p>&gt; <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=15640548" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=15640548</a> [hbr | 6 days ago]<p>&gt; <a href="https:&#x2F;&#x2F;hbr.org&#x2F;2017&#x2F;11&#x2F;the-best-performing-ceos-in-the-world-2017" rel="nofollow">https:&#x2F;&#x2F;hbr.org&#x2F;2017&#x2F;11&#x2F;the-best-performing-ceos-in-the-worl...</a><p>_<p>...and the research article from this post:<p>&gt; <a href="http:&#x2F;&#x2F;www.people.hbs.edu&#x2F;rsadun&#x2F;AreFounderCEOsGoodManagers.pdf" rel="nofollow">http:&#x2F;&#x2F;www.people.hbs.edu&#x2F;rsadun&#x2F;AreFounderCEOsGoodManagers....</a>
cocktailpeanutsover 7 years ago
To the early stage startup founders out there who read this and think:<p>&quot;Hey, from today I think I&#x27;ll try to become a better manager, let me go pick up that management skills and MBA book&quot;<p>Please don&#x27;t. Just be yourself. While working on a startup I had somehow decided that I &quot;need better management skills&quot; when it was barely a small startup and I should have been focusing more on product and product only, I read too many business books and became a &quot;great manager&quot;.<p>A &quot;great manager&quot; is totally necessary once the company reaches certain level, but for most early stage startups, it will kill you. Focus on the vision and make it top priority to get to that vision even if people think you&#x27;re being irrational.<p>I&#x27;m not saying you should be an ass, but just saying don&#x27;t invest too much time trying to become a &quot;great CEO&quot; after reading these articles, because that&#x27;s the last thing that matters in early stage startups. CEO doesn&#x27;t exist in early stage startups, only irrational founders do.
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Juliateover 7 years ago
Related read (with a grain of salt, always): CEOs don&#x27;t steer. <a href="https:&#x2F;&#x2F;www.ribbonfarm.com&#x2F;2017&#x2F;11&#x2F;09&#x2F;ceos-dont-steer&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.ribbonfarm.com&#x2F;2017&#x2F;11&#x2F;09&#x2F;ceos-dont-steer&#x2F;</a>
edf13over 7 years ago
I&#x27;ll fix it...<p>&quot;Some&quot; Founders are terrible CEOs of &quot;Some types of companies&quot;
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maxxxxxover 7 years ago
You have to admire people like Larry Ellison or Bill Gates who have the bandwidth to lead a company from zero to large successfully. They have a very rare set of skills.
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golemotronover 7 years ago
Worker productivity and managerial efficiency are the metrics they use in the study.<p>From this I conclude that business school professors are terrible at picking success metrics.
pesentiover 7 years ago
GAFAM - today the five largest companies by market cap - are all about founders CEO. So how do we reconcile these two sets of facts?
gmaster1440over 7 years ago
I have not read the entire underlying study behind the article but I feel the headline may be a bit misleading.<p>From the article:<p>&quot;But founders’ poor success rate as CEOs also has to do with the kind of personality that’s compelled to start a company in the first place. People often start companies precisely because they want the freedom to run things as they wish—which sometimes includes poor managerial decisions.&quot;<p>This may be true for some founders but I&#x27;m struggling to see whether this represents a substantial sample size. My impression is that people often start companies because they want to go through the experience of starting a business and seeing it grow and succeed. Freedom may be a part of it, but this article seems to suggest it&#x27;s a dominating variable that ultimately leads to the demise of the founder(s) which I&#x27;m struggling to see.
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xbmcuserover 7 years ago
For the stock market founders don&#x27;t make good ceo in most other metrics they are probably the best to build companies. In today&#x27;s world it has all become about the capital appreciation for stock holders to the detriment of everything else. A company that has around a billion in revenue and just 1-2% profit with few growth prospects is considered bad but a company that has a billion in revenue but 5-10% loss and is growing revenue by 10-20% is considered good.
j45over 7 years ago
Can a founding CEO learn to be a professional CEO?<p>What if a product CEO first spent time learning to grow and scale businesses via consulting or working in a professional capacity, and then walking away from it to start something?<p>It seems likely greater number of future CEO&#x27;s will come from the path of CTO&#x27;S who have learned to touch, support and grow all areas of the business.
not_that_noobover 7 years ago
Keep in mind that the smart founders all hand over daily control to top managers at a certain point - FB-&gt;Sandberg, G-&gt;Pichai, Msft-&gt;Nadella.<p>The best strategy for founders from these data points seems to be to retain control via stock ownership, but recognize your limitations and bring in good managers.
s_kilkover 7 years ago
I&#x27;d suggest that the kind of people who get things started are often not well adjusted to the kind of guard-labour that&#x27;s so often typical of management and C-level roles.
mr_monkeywrenchover 7 years ago
You’d expect such findings from an entity churning out corporate workers — MBAs<p>Reaching for large jar of salt
dalbasalover 7 years ago
There’s something you’d probably need to describe in terms of “risk” if you were to describe it in business school language at all.<p>..something about owning your own risk-reward. The irrelevance of whether or not a failure&#x2F;success was yours, bad luck or whatnot. The whys of success aren’t as important to a CEO, at least not outside of his own head. Founders and professionals face totally different incentives, different selection criteria.<p>Professional managers, are constantly assessed. Their success depends others’ perception of them. Career incentives are intertwined with a system of “winning” regardless of whether a company company wins, in a lot of cases. If a company doesn’t succeed, a professional CEO will probably get another CEOing gig… if the failure doesn’t reflect too badly on him. CEO actions need to be justifiable. Failing despite doing the right thing is <i>always</i> better than the other kind of failure, much better. The Travis Kalkanik failure is a career killer for a professional exec, regardless of successes. The John Scully kind of failure… that’s not even failure.<p>A founder-CEO typically doesn’t care about that stuff, what the ultimate narrative will be.<p>Imagine a founder neglects some basic aspect of business. Say HR stuff. No periodic assessments. No employee development… A mess where some people do nothing… Lets say it’s bad, visible consequences.<p>From a founder’s perspective, this <i>might</i> be meaningless. If we manage to make thingX, we’ll be successful. If not, we’ll fail. That “problem” doesn’t help or hurt my chances much, so I don’t care about it. It’s just mess. Right or wrong, if the CEO doesn’t see The Problem as something standing between here and ThingX, then who cares.<p>To a professional CEO the same problem represents a massive target on his back. If we fail, I fail. <i>The Problem</i> will be a newspaper headline. The board will hear. The narrative of failure will include “bad CEOing” in a nice, narrative package. Even if we succeed, the stink will still stick to me.<p>I think this results in more consistent performance, across any metric where performance is consistently measurable.<p>Consider how this article treats“CEO Performance:”<p><i>”a team of professors at the business schools of Duke, Vanderbilt, and Harvard universities finds that founder-run companies to be less productive and more poorly managed</i>”<p>“<i>..were 9.4% less productive, on average.. consistently lower management scores.. less transparent management practices—nepotistic hiring, et cetera..</i>”<p>These are the generic assessment criteria of a generic professional CEO, not a founder. They apply to Coca Cola exactly as they apply to Groupon, Stripe or SpaceX. Nowhere in any of that will you find “<i>but he knows how to get to mars</i>” as a criteria.
xiphiasover 7 years ago
I&#x27;m not sure the market (weighted by market cap) agrees with the title.