A Great Product Can Still Fail
The operational weight of running a company — accounting, business development, health and safety, managing people and space — "is itself its own job," Lee says, one that in an established business is covered by existing revenue. With a new product, that revenue may not exist yet.
"For us, it's constantly going back and forth between those levels of design — figuring out not just how to make the material, but how to turn it into a working business model. It's a loop, not a straight line," Lee says.
Those constraints have directly shaped the kind of company Carbon Cell intends to be. Rather than building an end-product brand, the long-term plan is to operate as a raw material supplier — selling granules to downstream manufacturers who already have the distribution, the customers, and the industry relationships. "We want to be a material innovation company," Lee says. It's a decision to plug into existing systems rather than build parallel ones from scratch.
The external market, too, has to be ready — and that readiness can't always be forced. Microsoft Zune launched roughly a decade before Spotify, with a similar idea, and failed — not because it was wrong, but because the surrounding infrastructure simply didn't exist yet. A decade later, the systems had caught up, and streaming became one of the biggest business models in entertainment.
Systems, though, extend beyond supply chains and market timing. They include the conditions that allow the people building something new to keep going at all. For Liz, an American in the UK, that became unexpectedly personal. A visa rejection put her residency at risk — one day, she says, from having to leave the country she'd chosen to live and work in.
As a founder, she was already accepting the possibility of no salary, no guarantee of success. The visa rejection added a different kind of stakes entirely: if the business didn't work out, she wouldn't just lose a job — she'd lose the country she'd chosen to live in.
"I really feel like we cannot have innovation, we cannot have business growth, if we do not have safety for people who are doing the work that is required to make change happen," she says. If companies and countries want change to happen, they need to make it safe enough for people to attempt it.
Before any of that can happen, the product itself has to be discovered, understood, and trusted within a much larger system — a market that wasn't built with it in mind.