Saar Gur invests in weird but useful companies before their categories become consensus, having seeded DoorDash and Ring in 2013 by spotting edge behaviors that can become mainstream using analogies like yoga at Stanford and kombucha's journey from niche to mass-market. He emphasizes founder-market fit grounded in lived experience and looks for commercially oriented founders who teach him something new about a market, pointing to Tony Xu's logistics-first mindset and deep empathy as the key differentiator that made DoorDash successful. Saar Gur invests in weird but useful companies before their categories become consensus, having seeded DoorDash and Ring in 2013 by spotting edge behaviors that can become mainstream using analogies like yoga at Stanford and kombucha's journey from niche to mass-market. He emphasizes founder-market fit grounded in lived experience and looks for commercially oriented founders who teach him something new about a market, pointing to Tony Xu's logistics-first mindset and deep empathy as the key differentiator that made DoorDash successful.