[HN Gopher] Segment Found Product Market Fit
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       Segment Found Product Market Fit
        
       Author : gmays
       Score  : 54 points
       Date   : 2022-08-28 16:42 UTC (6 hours ago)
        
 (HTM) web link (bip.so)
 (TXT) w3m dump (bip.so)
        
       | aaur0 wrote:
       | This post is gold. We are going through our journey of finding
       | PMF. The points mentioned here are what we learned the hard way.
       | Highly recommend it to anyone who wants to build a startup or
       | works for an early-stage company.
        
         | phanis wrote:
         | Yes! I am thinking discovering PMF is the toughest part of a
         | startup journey. Wish you the very best in the journey!
        
       | allenu wrote:
       | > This case study makes me wonder if PMF is only accidental. Many
       | startups I know have accidentally stumbled on the idea that made
       | them big. This is one such story.
       | 
       | It does seem accidental to me in this particular case.
       | 
       | The more I read about successful product-market fit, the more I'm
       | convinced that even if it's a real thing, knowing about it
       | doesn't actually lead to any useful advice other than "keep
       | pivoting until you've made something people really want" (or else
       | you run out of money).
       | 
       | The term "product-market fit" makes it seem like a concept that
       | is measurable. Maybe, it's measurable, but only after you've
       | achieved it. So what does that tell you exactly? If you're not
       | successful, you don't have it. If you are successful, you must
       | have had product market fit. Amazing. Now go forth and make stuff
       | that has product-market fit. Good luck.
       | 
       | It feels more honest to just just call it "making a product
       | people desperately want and will you give you money for". It
       | would simplify a lot of discussions. "We worked on this product
       | and didn't know if people desperately wanted it or would give us
       | money for it. Then we released it and realized people didn't want
       | it and would not give us money for it. The lesson we learned is
       | we should make something people desperately want and will give us
       | money for."
       | 
       | Apologies for being negative, but I think I've watched too many
       | videos and read too many articles from successful
       | people/companies and am starting to think that survivorship bias
       | and luck gives too much authority to advice that is actually not
       | that useful.
        
         | Judgmentality wrote:
         | > Apologies for being negative, but I think I've watched too
         | many videos and read too many articles from successful
         | people/companies and am starting to think that survivorship
         | bias and luck gives too much authority to advice that is
         | actually not that useful.
         | 
         | I agree with you. How many founders are able to find success
         | twice? How many thrice? It's _shockingly_ low, even amongst the
         | most respected tech magnates.
         | 
         | Here's an example I like to use which I'm sure will be
         | controversial, and I want to preface this by saying I've
         | personally met and respect Justin Kan. But if you look at his
         | history of starting companies, he only gets worse with time.
         | 
         | https://en.wikipedia.org/wiki/Justin_Kan
         | 
         | He started with twitch which sold for just under $1 billion,
         | then had SocialCam which sold for $60 MM, he then sold Exec for
         | an undisclosed amount, and after that his initiatives shut down
         | or are ongoing. Obviously he still has time for some big exits,
         | but the trend doesn't make it look like he's learning.
        
           | solarmist wrote:
           | Combining this with another reply elsewhere about learning
           | sales.
           | 
           | I wonder if the problem is before the idea had to be so
           | valuable to get funded despite Justin being bad at sales, now
           | he's gotten better so he doesn't need to refine the idea
           | nearly as much to get interest and investment.
           | 
           | In other words the friction of being bad at sales makes them
           | work twice or mores times as hard refining the idea. I'm not
           | sure what to call this broken feedback loop, lower burden of
           | proof, something else, all of the above?
        
       | mittermayr wrote:
       | I think the hardest part about this (the article is inherently
       | tainted a bit by survivorship bias of course) is to know when
       | exactly it is time to move on from an idea, and when to try a bit
       | harder with it. A fantastic idea posted on the wrong forum and/or
       | at the wrong time feels EXACTLY like you've missed PMF
       | (especially for someone doing this for the first time). I believe
       | there is a lot of history of this right here in the HN archives.
       | 
       | Just because nobody picks up on it, doesn't automatically
       | disqualify it. Unless, of course, you're 400k of Google ads deep
       | without much of a sign-up, then you might consider moving on.
       | 
       | I'd argue that it's next to impossible to know if an idea has
       | failed reaching PMF, when you haven't solved the "getting it in
       | front of the right people" part yet.
        
         | enos_feedler wrote:
         | It isn't always hard to know when to move on.
         | 
         | I think a lot of it depends on how big the exploration space is
         | around the product you are trying to build. Building a "I'm
         | confused" feedback button for students attending college
         | lectures doesn't provide much roadway for exploration. You can
         | find out pretty fast whether the product has legs.
         | 
         | When the product is something like "a low code developer
         | platform", the space of building is so rich it would be worth
         | building for long stretches of time to learn the right thing to
         | make. The difficult part is in nailing the right product. I
         | would keep working on something like this until someone else
         | has won the market.
         | 
         | I am not judging ideas by saying one of the above is better
         | than the other. It's quite possible discovering the lecture
         | solution gets you to a bigger business faster and can create
         | more impact and a bigger company. It just seems like it's easy
         | to weigh the design space of the product, the current state of
         | the market to figure out how long you should work on it.
        
         | dehrmann wrote:
         | I'll pick on Wordle or Among Us. There was something about
         | pandemic times that made those work, but they could have been
         | done any time in the past 10+ years and gotten less attention.
         | Among Us even predates the pandemic. It was just before its
         | time, but not by too much.
        
       | goopthink wrote:
       | Peter Reinhardt (Segment's CEO) goes in depth about this journey
       | (and more) in the "Learning How To Sell" episode of Patrick
       | O'Shaughnessy's "Invest Like the Best" podcast. Likely the
       | original source for this post: -
       | https://open.spotify.com/episode/61c5XhkcxEave8Cd6j55w1?si=F... -
       | https://american-podcasts.com/podcast/invest-like-the-best/p...
        
       | yawnxyz wrote:
       | Pieter Levels says that he's tried something like 70+ ideas to
       | make money and only 3 of them have really made some money, and
       | only one have done it substantially.
       | 
       | So his conclusion is that you need to get good at trying new
       | things / shoot goals, because it DOES come down to "I have no
       | idea what will stick". But the more shots you shoot, the more
       | likely.
       | 
       | But also-- most of us are in software, and every product we build
       | (including Segment) has compounding effects towards the next
       | thing we build. The frameworks we use or build can inform our
       | next thing. The account flows. The databases and CI/CD we get
       | used to. For every thing we try, we get a little better at the
       | next thing.
       | 
       | I've found that "launching ideas" from a napkin sketch to working
       | prototype has become significantly easier. Used to take me a
       | month+ to launch a crud idea/prototype; now it takes me a
       | weekend.
       | 
       | So the limiting factor for me isn't building/launching anymore...
       | it's customer discovery and sales.
        
       | bradgranath wrote:
       | Goes to show just how much of a scam VC really is.
        
         | echelon wrote:
         | Worked out for the VCs just fine.
         | 
         | And who would realistically try these things without VC? Not
         | many of us are so fortunate to self fund.
        
           | ok_dad wrote:
           | > Worked out for the VCs just fine.
           | 
           | Scams usually work out for the scammer, yes.
        
         | yawnxyz wrote:
         | Worked out for those who acquired Segment too-- they make real
         | money, AND provide a real, very useful service!
        
       | Jasper_ wrote:
       | The posts like this are all fantastic, because they're all "we
       | built a dumb product in two weeks that nobody wanted, and then
       | when that didn't work, we built a data harvesting rig and
       | everybody threw money at us". It's just the Mitch Hedberg joke
       | about "that inspired me to make a movie about a gorilla"
       | 
       | My other favorite was the one that started with a dating app,
       | then a corporate benefits HR package solution, before eventually
       | finding "product market fit" and "success" by turning it into an
       | internet payments company, with the founder going on all the
       | podcasts to talk about all the lessons they learned. Then they
       | shut down a year later, with the founder getting a hefty
       | parachute for their wonderful invasive innovations they
       | generously thrust into our world.
        
       | auggierose wrote:
       | So how would you classify what Apple did with the iPod and then
       | the iPhone? Did it define and shape the future? Or did they find
       | out what the market wanted and solve for it?
       | 
       | It seems to me both approaches are valid. One approach builds the
       | future that most people imagine and want. The other one builds a
       | future that one person, or a small group of people, imagine and
       | want. Certainly the former is more likely to succeed, but the
       | latter might yield more interesting results if successful.
        
       | ttul wrote:
       | This story reminds me that the most successful entrepreneurs are
       | often those who have wealth to begin with, which enables them to
       | keep playing with ideas until the random walk bumps into
       | something that customers actually want.
       | 
       | Segment's founders may not have raised another $600K had their
       | search ultimately failed. And did the founders have the cash
       | themselves to try again? The panic attacks indicate perhaps not.
        
       | remram wrote:
       | This seems to be Segment: https://segment.com/
       | 
       | I don't know what they do.
       | 
       | I couldn't find the open source library in question either.
        
         | DanielVZ wrote:
         | > Segment collects events from your web & mobile apps and
         | provides a complete data toolkit to every team in your company
        
           | remram wrote:
           | But what does that mean? Do they receive event data or
           | timeseries and graph it?
        
             | MAGZine wrote:
             | they forward those events to all of your other systems
             | (e.g. CRM, webhook, helpdesk). they can also do some data
             | health/quality monitoring.
        
             | joegahona wrote:
             | No. There is no data visualizer inside of Segment. It's a
             | very expensive customer-data-infrastructure tool.
        
         | phanis wrote:
         | You may find it at
         | https://github.com/orgs/segmentio/repositories?type=all
        
           | remram wrote:
           | Which is the one mentioned in the article, which is touted to
           | be the single thing responsible for their success?
           | 
           | > This open-source library had only 580 lines of code
           | 
           | I'm sure it's in there, but even filtering out forks there's
           | 289 results.
        
         | lovingCranberry wrote:
         | https://segment.com/opensource/
         | 
         | I believe the library in question is "analytics.js"
        
           | remram wrote:
           | Thanks!
           | 
           | Direct link: https://github.com/segmentio/analytics.js Now
           | deprecated and replaced by
           | https://github.com/segmentio/analytics-next
        
           | sdoering wrote:
           | I tried to understand the segment analytics open source sdk
           | coming from the apache unomi project's documentation. It
           | seems unomi is using analytics.js syntax in tracking users.
           | 
           | I still don't get the benefit, though.
           | 
           | I know quite a few analytics tools and have implemented my
           | fair share of these. But still. I just run into a wall every
           | time I try to understand the OS analytics.js benefits.
        
       | ilrwbwrkhv wrote:
       | I think for a lot of founders transitioning over from being
       | developers (I followed this path), it's important to create a
       | simple product which is free and gets at least 1000 uses.
       | 
       | This, I feel, is a missing critical step. To create something
       | which can stand on its own, and is actually useful, is much
       | harder especially when you have been working for a company for
       | sometime, where a lot of things that you do don't actually matter
       | (not because you are bad, it is just the nature of companies).
       | 
       | A lot of startup reading material talks about immediately
       | charging for your product and while I agree charging is the only
       | proof of a viable business, it is in my opinion step number 2.
       | 
       | Step 1 is building something which people use repeatedly and this
       | product instinct is almost like a muscle that needs to be
       | trained.
       | 
       | Once you create something which gets used a 1000 times (either by
       | 1000 different people or a smaller number of people using it
       | multiple times), you get a taste for it and almost a subconscious
       | feel for what works and what won't.
        
         | afhammad wrote:
         | Its difficult to say which is the correct approach, but one
         | thing I know is pricing is very hard and getting it wrong is
         | costly. Getting usage first allows for constant valuable
         | feedback but also establishes a value on the product within the
         | user's mind. What is this worth to them? How much time is it
         | saving them?
        
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       (page generated 2022-08-28 23:01 UTC)