[HN Gopher] The Myth of the Product-Market Fit (2013)
       ___________________________________________________________________
        
       The Myth of the Product-Market Fit (2013)
        
       Author : bhoops
       Score  : 80 points
       Date   : 2024-08-13 15:22 UTC (2 days ago)
        
 (HTM) web link (blog.nishantsoni.com)
 (TXT) w3m dump (blog.nishantsoni.com)
        
       | 4pkjai wrote:
       | _Another PMF-inspired practice in vogue is using Google Adwords
       | to channel keyword searches to a dummy product site listing
       | various features. The idea is to establish PMF before even
       | beginning work on the product. A certain click-through rate
       | establishes a clear need and a ready market to consume the
       | product._
       | 
       | I've always disliked this strategy. It doesn't feel good to start
       | off your relationship with a customer with deception.
        
         | nine_k wrote:
         | It should not be deception.
         | 
         | The landing page should say: "We are building this product, but
         | it's in the early stages. Leave us your email if you're
         | interested to learn about its progress and availability before
         | your competitors do. Early adopters will get discounts / free
         | plans."
         | 
         | If this page gains any traction, subscriptions, interest
         | expressed via the "Contact us" page, then the product is likely
         | worth building past the feature list and a general idea of the
         | architecture. You better have a prototype that will allow you
         | to quickly demo some of your key promised features.
        
           | lelanthran wrote:
           | >>I've always disliked this strategy. It doesn't feel good to
           | start off your relationship with a customer with deception.
           | 
           | > It should not be deception.
           | 
           | > The landing page should say: "We are building this product,
           | but it's in the early stages.
           | 
           | But you _aren 't_ building that product. You're _considering_
           | building that product.
           | 
           | IOW, it's still deception.
        
             | nine_k wrote:
             | If you have no idea how to build that product, no plans, no
             | realistic way to do it, then yes, a deception.
             | 
             | If you have a proof of concept, have put in some thinking,
             | made UI sketches and flows, etc, you _have_ started
             | building the product, because you can 't advance further
             | without that. But you have to find out if it's worth
             | putting more effort and money into it.
        
               | barrell wrote:
               | If the building of the product is contingent on the CTR,
               | and the landing page does not mention that contingency
               | but just says it's being built, it is deception plain and
               | simple.
               | 
               | Cleverly worded gotcha deception, sure. But deception
               | none the less.
        
               | lelanthran wrote:
               | > If you have a proof of concept, have put in some
               | thinking, made UI sketches and flows, etc, you have
               | started building the product,
               | 
               | I think that that bar is too low to move from "we're
               | considering building $FOO" to "we're building $FOO".
               | 
               | I mean, with the bar for "we're building $FOO" being
               | "Investigate demand for $FOO", then the phrase "we're
               | building $FOO" loses all meaning.
               | 
               | It's the difference between "we're getting divorced" vs
               | "we're considering divorce".
               | 
               | "we're starting a new job" vs "we're looking for a new
               | job"
               | 
               | "we're building a LEGO deathstar" vs "we're buying a box
               | of LEGO"
               | 
               | I see no reason that "we're determining whether to build
               | $FOO" is the same as "we're building $FOO"
        
           | s1mon wrote:
           | Email signups can be meaningful if the product doesn't cost
           | the user much (e.g. ad-supported web or app), but for paid
           | products, getting a commitment to buy something is more real.
           | Even then, something can have a very successful Kickstarter
           | (for example), but then the product itself is disappointing
           | or fails in some way when it actually ships to the customers,
           | and it never sells more than the initial batch.
        
           | waprin wrote:
           | > "Early adopters will get discounts / free plans."
           | 
           | If you include this then you're not even validating to the
           | extent that you think you are. Because you're validating that
           | people will sign up to use it for a discount / free, which
           | doesn't necessarily mean anyone will pay full price for it.
        
         | XorNot wrote:
         | The problem with this strategy is that the product that might
         | exist is always better then what actually can exist.
         | 
         | People building AI-powered things are doing this a lot: add AI
         | and _clearly_ the product will now do  <thing it's not clear
         | you can actually deliver value on>.
        
         | jamil7 wrote:
         | Perhaps, but I'm not even sure this strategy really works
         | anymore.
        
         | usernamed7 wrote:
         | There are ways to do this that are sleazy, slimey and sneaky.
         | And there are ways to do this that are genuine. What and how
         | you communicate to potential customers matters a lot. But this
         | is one of the best way to develop startups.
        
       | farhanhubble wrote:
       | The product through its utility, asthetics, pricing etc shapes
       | its market and market factors like consumer demography,
       | competition, macro economy etc shape the product. So PMF can only
       | be an incremental process.
        
       | stackghost wrote:
       | >Even if you are able to categorically claim PMF, it doesn't
       | guarantee business success. There are a fair number of startups
       | that are able to build out their product, raise investor funding,
       | and gain early traction, only to peter out and never reach growth
       | stages.
       | 
       | To me it seems obvious that these startups achieved PMF only in a
       | small subset of their target market. That is, they misidentified
       | the market in which they had achieved fit and/or did not conduct
       | an adequate segment analysis.
        
         | carbine wrote:
         | A great many things can still go wrong, even with a great
         | product and PMF. The business economics don't work. The
         | leadership make some catastrophic decisions. A competitor eats
         | your lunch. Etc etc etc.
        
       | rachofsunshine wrote:
       | There is such a thing as taking product-market fit too far (and I
       | agree with the thesis here that PMF is not a thing you achieve
       | just once and then have forever). But when you actually work on a
       | product, you _will_ feel PMF when it 's present, and you _will_
       | miss it when it 's gone.
       | 
       | I'll give a concrete example. I spent two years running
       | Triplebyte's product near the end of its life. For the first
       | year, working on it was like pulling teeth. It was one of the
       | most frustrating and demoralizing experiences of my life, trying
       | dozens of experiments and having every single one fall flat.
       | Triplebyte had hundreds of company clients, hundreds of jobs,
       | designers, salespeople, an established not-terrible brand, you
       | name it. But none of those things could solve the fact that
       | _people did not want what we had_.
       | 
       | About a year in, we tried something different. It wasn't
       | particularly polished. It was actually really ugly. It had plenty
       | of problems. But when we showed it to users, they immediately
       | went yes, this is a thing I want. People who were about to leave
       | came back. Sales process close rates jumped by an _order of
       | magnitude_. We actually had _more_ candidates getting attention
       | in October 2022 than we did in January 2022, despite October
       | being well into the most severe tech crash anyone 's seen in a
       | generation. We felt better in the midst of our entire market
       | falling apart than we had when it was riding high, because we at
       | least felt like we had a product that did something.
       | 
       | It wasn't ultimately enough to save us (and I'm not at all sure
       | it would have been even if circumstances had been better; the
       | product wasn't around long enough for many of its problems to
       | play themselves out). But you could feel the difference in every
       | meeting.
       | 
       | Y'all watch the news lately? Look at how Democrats are covering
       | the Presidential race right now versus how they were covering it
       | three months ago, before the previous campaign self-destructed on
       | live TV. On paper, the race isn't that different from the pre-
       | self-destruct campaign. It's maybe a point or two more in their
       | favor than it was before. But the energy, the "vibes", are night
       | and day. There's hope, interest, energy. People are joking about
       | it, having fun with it, making stupid memes rather than gritting
       | their teeth and waiting for the end.
       | 
       | Finding product-market fit is like that. It's palpable in the air
       | when you have it. It greases over tensions because people aren't
       | constantly arguing over why the product is broken. It makes
       | people get excited about ways they can improve it, experiments
       | they can run to make it better. It makes your sales and accounts
       | teams feel like they're not trying to polish a turd. It shows up
       | in your metrics, yes, but startups live or die on _people_
       | getting really excited about something.
        
       | alakep wrote:
       | I had no idea the concept of product market fit was so new
        
       | atoav wrote:
       | Maybe it is me, but product market fit sounds like a term people
       | would use that are far away from any particular market. Like
       | adults who lost touch with their inner child trying to come up
       | with games that would sell to kids.
       | 
       | Sure in the end you need some term to explain whether a
       | particular product at a specific price point within its context
       | would do well on a market or not. But it still feels like
       | something people would use who don't _care_ if it just makes them
       | the bucks.
        
       | esel2k wrote:
       | As a PM I am constantly discussing this topic with our founder.
       | And I agree that it is not a magical on time event.
       | 
       | In our startup we have 3 or 4 large areas - on being data
       | acquisition from legacy devices which gets us most of our B2B
       | contracts. Yes there is a problem to solve as most of our
       | customers don't want to do it and we have now building blocks.
       | 
       | The problem: All our other areas like data analytics and other
       | more fancy and higher margin areas we fail to achieve PMF and
       | therefore since years we struggle to grow. What is it when only a
       | small part of your company/product has PMF and another to expand
       | (we can't go to kore customers as specific market)?
        
       | ItCouldBeWorse wrote:
       | There is no market fit for ICBM-Warhead controllers- that whole
       | fairchild smart sand idea is a total state-driven bust.
       | 
       | The problematic part is to think about finished products, instead
       | of "developed capabilities" which might end up in a whole tree of
       | products, in total different fields, after a slight pivot.
       | 
       | Companies can starve to death, next to a grain storage, with a
       | wall made out of concepts.
        
       | nickm12 wrote:
       | It seems strange to talk about PMF like it is a measurable,
       | binary attribute. As a metaphor, I like the word "traction". It
       | makes me think of a car tire or a shoe that is slipping around
       | and then grips. Also, traction can be lost and on its own it
       | doesn't do anything for you, but you can use it move forward.
        
       | allenleein wrote:
       | Product-market fit is a spectrum, as opposed to something you
       | definitely have or don't
       | 
       | - Every business is unique, and metrics frameworks apply
       | differently. Focus on the metrics that matter for your product,
       | and make sure they're clearly defined
       | 
       | - Product Market Fit (PMF) can rise and fall as the product and
       | market change and grow. It's not this static thing that once you
       | get it, you always have it.
       | 
       |  _B2B_
       | 
       | Every enterprise company should run a 30-day proof of concept
       | trial. To make these trials productive, company usually requires
       | the customer to agree to buy the product after 30 days if it
       | meets expectations. But... pull the trial after 30 days (no
       | matter what). Then:
       | 
       | "If the customer doesn't scream, you don't have product-market
       | fit because if they're not going to buy it at the end of 30 days,
       | they're not desperate, and if they're not desperate, you don't
       | have product-market fit."
       | 
       | "The second biggest mistake I see entrepreneurs make, especially
       | in enterprise, is when they pitch a potential customer on an
       | idea, and when the customer doesn't like the idea, they try to
       | iterate on the product to build something the customer would
       | want."
       | 
       | "That's the absolutely wrong thing to do, even though it feels
       | right. You want to find people who love what you're doing, not
       | try to convince the 'no's' and turn them into 'yes's.'"
       | 
       |  _B2C_
       | 
       | "The only way you know if you have product-market fit is if you
       | get word of mouth" (and the best test of word of mouth is
       | exponential, organic growth)
       | 
       | Benchmark: Users scream for the product so you can screw
       | everything up and still win (for a period of time).
        
       | gumby wrote:
       | This is why companies have product managers for different markets
       | or solutions. Different contexts require different features.
        
       | vonnik wrote:
       | Some but not all of what the author says is true. PMF is a
       | continuum, but also a threshold phenomenon below which it is
       | better called wishful thinking. PMF is dynamic and can be lost,
       | but that is more a question of the M in which it occurs, and the
       | competitive forces there. PMF and defensibility are two quite
       | different things.
       | 
       | PMF is the sine qua non of startups. You should obsess over
       | getting there. Once you have it, you hold a ticket to the arena.
       | Then you have to fight to survive.
       | 
       | The idea of PMF is explored much more helpfully here:
       | 
       | https://pmf.firstround.com/
       | 
       | I wrote about it here:
       | 
       | https://vonnik.substack.com/p/how-to-be-lost
        
         | nilirl wrote:
         | Nice premise but unsatisfactory conclusion.
         | 
         | Experimentation in these contexts is difficult to make good
         | inferences from. I'd like to have read more about how
         | experiments are designed to work well with uncontrolled
         | environments, how to make inference for short-term prediction,
         | and how to plan multiple small experiments to usefully exhaust
         | a search space.
         | 
         | Still, thank you for writing. I enjoyed it. I'd love
         | recommendations for more procedural knowledge if you have any.
        
       | gizmo wrote:
       | I think this article misunderstands the concept of product-market
       | fit. Many mediocre products sell and with enough sales effort you
       | can create a big business that only sells mediocre products. This
       | shouldn't surprise anybody because most products aren't that
       | great and most businesses make plenty of money regardless.
       | 
       | Product-market fit is not about that. It's not about whether you
       | can find somebody who wants to buy your product. It's not even
       | about whether you have very satisfied customers.
       | 
       | Product-market fit is about having a product that fills such a
       | deep need in the market that you get pulled into an exponential
       | growth trajectory. Instead of growing because of your own
       | marketing efforts you grow because you can't keep the
       | customers/users away. It can be a viral app where every user on
       | average invites more than one other user. It can be an app that
       | every college student wants to be on. It can be anything. But
       | it's always about having some kind of self-reinforcing loop. It's
       | about push versus pull. Peter Thiel referred to Twitter as a
       | clown car that fell into a gold mine. Twitter had such strong PMF
       | that all their operational mistakes just didn't matter.
       | 
       | Users make content. Content makes the platform better. Which
       | results in more users. See step 1.
       | 
       | This is fundamentally different from doubling your signups after
       | you double your adspend. Most businesses don't have product-
       | market fit in this way. Most startups don't. That includes most
       | unicorns. But those that do end up getting huge, and that's why
       | startup investors talk about product-market fit and network
       | effects and viral growth all the time.
        
         | jvanderbot wrote:
         | I think you switched from a binary flag ("no true PMF ... ") to
         | a scalar without realizing it:
         | 
         | > Most businesses don't have product-market fit in this way.
         | 
         | They'll have it to a lesser extent?
         | 
         | The word "Fit" kind of implies a scalar relationship, and the
         | disagreement over who has "it" and who "doesn't" comes down to
         | size of market and suitability for that market. Why can't you
         | can be perfect for a small market, or crappy for a market so
         | large that you initially succeed but plateau.
        
         | galenmarchetti wrote:
         | "clown car that fell into a gold mine" is such a brilliant
         | image. im not familiar with twitter in those days, but I've
         | seen other companies that definitely match this description
        
         | light_triad wrote:
         | Good points but I think you're talking about 3 different
         | concepts:
         | 
         | - Network effect: does the product get better with more users?
         | 
         | - Viral growth: does each user bring more users?
         | 
         | - PMF: is there a correspondence between the market, problem
         | and solution that results in market pull?
         | 
         | You can have PMF without the other 2, which is not as strong.
         | You can also have PMF for a niche that never grows to a mass
         | market or have decent sales without PMF. Agreed having to buy
         | your traffic and needing to go through the FAANG toll booth
         | every time you want to access your audience is a problem.
        
       | yobbo wrote:
       | "That product doesn't fit this market" seems originally just a
       | polite way of saying "we don't believe you will ever succeed"
       | without explicitly criticising the product or the people.
       | 
       | From an investor's perspective, it might be a condition for
       | investing.
       | 
       | As a model, it's not particularly useful in that it only predicts
       | possible success if a condition for success (PMF) has been
       | demonstrated. And PMF itself is defined in terms of success ...
       | so it's tautological.
        
         | llamaimperative wrote:
         | I think the usefulness of it is in articulating that there's no
         | such thing as a good product in a bad market. A product's
         | goodness is defined _in terms of_ its fitness to a particular
         | market.
        
         | usernamed7 wrote:
         | Not disagreeing that it can be a form critique, but it's true
         | that a product built for one audience may not work out, but
         | sold differently to a different audience may be a hit. It also
         | may be the wrong thing for every audience.
         | 
         | When you don't have PMF, you either change the P or the M.
        
       | andrewstuart wrote:
       | Periodically I read articles or listen to podcasts where people
       | assert that Product Market Fit isn't real, or is wrong, or is
       | somehow broken.
       | 
       | I wonder why? Maybe its part of establishing your own cleverness,
       | "debunking" some popular concept.
       | 
       | For my money, PMF is alive and well. Marc Andreessen is often
       | quoted as saying that product-market fit is when "the market
       | pulls the product out of your hands." and that make sense to me
       | and I don't see its wrong or out of date. It's just very very
       | hard to attain.
        
       | bko wrote:
       | This article argues that PMF doesn't exist. Oh and if it does
       | exist, it's not clear when it is achieved. And if you have it,
       | you can lose it. Oh and even if you don't lose it, it doesn't
       | guarantee success.
       | 
       | Whenever I hear arguments for or against something structured
       | like this, I'm immediately skeptical. You see this with people
       | promoting vegan diets. It's better for the environment, and
       | healthier, and meat is gross and gives you ED, and... Sure maybe
       | all those things are true, but what are the odds the author
       | doesn't just have a point of view that he's trying to sell
       | desperately.
       | 
       | Product market fit obviously exists. In my experience, I was at a
       | startup and we had pretty much no sales or usage for about 9
       | months. Then we pivoted and pretty much overnight we had a few
       | users and 100k ARR within a month or two. Does this mean it would
       | succeed or we couldn't fumble and lose it? Of course not, but
       | that's obvious.
       | 
       | PMF a useful framework to think about your product and question
       | the value proposition you're offering. Take feedback from the
       | market. If no one is using the product, its possible the market
       | has no need for your product.
        
         | wslh wrote:
         | Agree but there are important points that the article doesn't
         | address while trying to be very assertive, including:
         | 
         | - At the core of PMF is the idea that you are producing
         | something novel in some business and/or technical aspect, NOT
         | that your are selling a product or service that already exists
         | and PMF is there. For example, if you want to compete with
         | Salesforce you already know there is a PMF, it is a CRM! Your
         | startup will have issues with GTM because PMF is already there.
         | 
         | - PMF is always risky. Not only for startups but also for
         | corporations. GSE is the top search engine and one day OpenAI
         | eats part of their cake. This is the innovation dilemma at play
         | all the time. It is obvious that a startup will have a
         | different financial impact from a moving PMF.
         | 
         | Finally, these discussions are fruitful when you start with
         | more formal definitions [1].
         | 
         | [1] https://en.wikipedia.org/wiki/Product-market_fit
        
           | lowkey wrote:
           | Respectfully disagree with this comment
           | 
           | "At the core of PMF is the idea that you are producing
           | something novel in some business and/or technical aspect, NOT
           | that your are selling a product or service that already
           | exists and PMF is there. For example, if you want to compete
           | with Salesforce you already know there is a PMF, it is a
           | CRM!"
           | 
           | PMF is not about building something novel. It is about
           | ensuring your product solves a real and critical problem for
           | your target segment. Only customers are the experts on their
           | problems and priorities. Entrepreneurs are experts on solving
           | problems but we too often solve the wrong problems in
           | elaborate ways.
           | 
           | Salespeople buy Salesforce today because everyone else buys
           | Salesforce. CRMs come in all shapes and sizes. To find PMF
           | for your CRM you need to niche down to find a segment that is
           | underserved by Salesforce.
           | 
           | You can only do this by doing actual discovery interviews
           | with prospects in an unbiased way where you explore their
           | experience around specific problem areas without ever
           | mentioning your brilliant solution - as proposing a specific
           | solution is likely to bias your subject. This is hard for
           | founders as we tend to fall in love with our ideas and often
           | slip into pitch mode mid-interview. This is a fundamental
           | mistake.
        
             | wslh wrote:
             | I am glad to continue the discussion and narrow it as much
             | as possible:
             | 
             | Please forget the "novel" meaning for a while, and let's
             | continue with the CRM example. I am a Hubspot customer now.
             | As most companies we have used spreadsheets, vTiger [1],
             | SugarCRM [2], among other apps. My main point was that if
             | they are not/were succesful by the HN startup definition is
             | because they had issues in the GTM not in PMF and this is a
             | common confusion. There was always PMF for CRMs the problem
             | is marketing/selling them. That market is so huge and known
             | that thinking in PMF is deviating the attention from just
             | selling! That is what my "middle east business side" says.
             | 
             | [1] https://www.vtiger.com/
             | 
             | [2] https://www.sugarcrm.com/
        
               | svnt wrote:
               | You are essentially saying that some people oversimplify
               | and equate traction, GTM, and PMF.
               | 
               | As you note, lack of PMF can be a reason why there isn't
               | traction, but it isn't the only reason.
               | 
               | You can have a good GTM and good PMF and still have poor
               | traction for a number of reasons.
               | 
               | Ultimately failure or success often comes down to
               | traction, which is all of GTM, PMF, and customer
               | retention/expansion working.
        
               | wslh wrote:
               | Thank you, and because you named traction, I remember the
               | book from DDG's founder Gabriel Weinberg [1], that was
               | previous to his success.
               | 
               | [1] https://www.amazon.com/Traction-Startup-Achieve-
               | Explosive-Cu...
        
         | lowkey wrote:
         | "This article argues that PMF doesn't exist. Oh and if it does
         | exist, it's not clear when it is achieved. And if you have it,
         | you can lose it. Oh and even if you don't lose it, it doesn't
         | guarantee success."
         | 
         | I would argue that these claims are all accurate, but with the
         | clarification that PMF does exist, but on a spectrum, not as a
         | binary state"
         | 
         | See my comment further downthread where I lay out a framework
         | for determining your degree of PMF ideally BEFORE building
         | anything, so you don't waste time/money/effort on building the
         | wrong thing because you think you 'know what the market needs.'
         | 
         | If the only way you can validate PMF is by building something
         | and then realizing no one is using it, you have wasted time and
         | effort that would have been better spent validating PMF before
         | building.
        
           | carbine wrote:
           | Yes exactly, it absolutely occurs on a spectrum. You can feel
           | the difference in a startup when no one wants what you're
           | selling, when some people are pretty into it but most people
           | don't care, and when everyone has to have it.
        
       | cryptica wrote:
       | I think there is some merit behind the idea of Product-Market Fit
       | but my main critique of it is that it neglects the importance of
       | social connections in achieving business success.
       | 
       | It makes it sound like entrepreneurship is some kind of science
       | whereby the entrepreneur interfaces directly with 'the markets'
       | in search of optimum efficiency... It masks the reality that, in
       | fact, entrepreneurship is a far more primal pursuit. Success in
       | it has little to do with efficiency.
       | 
       | Entrepreneurs will often claim that success in business is
       | achieved via clear logical thinking that is free of emotions. But
       | in reality, entrepreneurship is all about emotions and
       | relationships. Entrepreneurs are often highly emotional and think
       | emotionally, not rationally - Yet they think of themselves as
       | rational; they call their social games 'strategy' instead of
       | acknowledging that, underneath the surface, the game is far more
       | primal.
        
       | m0llusk wrote:
       | This is misunderstanding basic elements of marketing. Early
       | microwaves were a failure because they were huge and expensive
       | machines promoted for institutional use. It was only after much
       | study that smaller, cheaper, and easier to use models were
       | offered which resulted in an explosion of demand. Marketing is
       | what enables understanding not only of customer needs, but also
       | their desires and the language they use and so on.
        
       | ricokatayama wrote:
       | The author apparently does not fully understand the concept of
       | PMF. I mean, I understand that we don't necessarily have discrete
       | events, but the pursuit is very clear. The article starts off
       | wrong when it says that Marc created the concept. Steve Blank
       | talked about PMF a bit earlier in The Four Steps to the Epiphany.
        
         | ricokatayama wrote:
         | https://review.firstround.com/how-superhuman-built-an-engine...
        
       | lowkey wrote:
       | I tend to agree with the autho's point of view. PMF should be
       | viewed as a point on a spectrum, not a binary state. You don't
       | achieve PMF so much as you progress from no PMF to extreme PMF
       | with respect to progressively larger and larger target market
       | segments.
       | 
       | Many pundits claim of PMF that you'll know it when you see it
       | because the market will suddenly be clamoring for your product
       | faster than you can make it. This is categorically wrong to the
       | point of being harmful advice.
       | 
       | You need a leading indicator of PMF so that you don't delude
       | yourself into believing you have achieved PMF prematurely, only
       | to scale and find yourself in the valley of despair where
       | customer response to your value proposition is mediocre or churn
       | is high.
       | 
       | Clues you have product-market fit with a specific customer
       | include:
       | 
       | 1/ the prospect has the problem you think they have
       | 
       | 2/ the problem is of critical importance for the prospect
       | 
       | 3/ they know they have THAT problem, and not some adjacent
       | problem or symptom
       | 
       | 4/ they articulate the problem using the same language you use to
       | describe it
       | 
       | 5/ they have tried to solve the problem themselves and have
       | allocated budget and time to solving it, but failed
       | 
       | Too many entrepreneurs and product managers trick themselves into
       | believing they have PMF when they do not - because they fall in
       | love with their particular solution and try to sell prospects on
       | their idea instead of actually doing customer discovery
       | interviews - unbiased interviews where the prospect tells you
       | about their experiences in the problem space without you ever
       | mentioning your idea.
        
       | garrickvanburen wrote:
       | "If you're going to quantify product-market fit I vote for: 'how
       | much time are sales people spending apologizing for downtime to
       | evermore hungry customers?'"
       | 
       | https://forstarters.substack.com/p/for-starters-15-when-can-...
        
       | jbs789 wrote:
       | Going back to the original post, it sounds like the central
       | argument is that as a VC investor, you care about the size of the
       | market, which I read as the opportunity to massively scale. Then
       | getting the right product into that market.
       | 
       | So I think that's pretty valid from a VC investor perspective.
       | Doesn't mean that some other approach isn't better by some other
       | metric. Just that a VC investor is looking for those massive
       | returns on a few investments to make up for the losses on the
       | majority. It's such a skewed distribution if you don't believe in
       | the ability to sell a product into a massive market then it's not
       | a VC deal.
       | 
       | Lots of great businesses find some demand for their product and
       | do just fine, or great.
        
       | navaed01 wrote:
       | This article misses the mark on what product market fit is
       | supposed to represent. It's one factor among many. It also seems
       | to misunderstand how to identify.
       | 
       | Just like becoming an Olympic athlete, inate skill is helpful but
       | not enough, you need drive, environment etc.
       | 
       | On a more meta note, I'm starting to see more substacks that that
       | publish content that generally do not 'add value'. That don't
       | either address an actual reality or meaningfully subvert a common
       | idea. Maybe it's just me?
        
       | IAmGraydon wrote:
       | > The fundamental premise of Marc's original post is that PMF is
       | a discrete event and the journey of a company can be thought of
       | as pre-PMF and post-PMF.
       | 
       | I've literally never heard anyone else say this about PMF.
       | Companies change, products change, competition changes and
       | markets change. Your degree of PMF is ever-changing.
        
         | j45 wrote:
         | Very possible. The market can grow and you can grow with it.
         | But what is in market (including your ability to grow with
         | demands) can be a part of PMF.
        
         | gowld wrote:
         | The difference between having customers and not having
         | customers is a subsantial transition.
        
       | j45 wrote:
       | I'm not sure if it's a myth. Just because we don't know how
       | doesn't mean it's not possible.
       | 
       | It is not easy, but the more domain experience you have through
       | interactions with problems of customers, the increased likelihood
       | of uncovering pain and demand.
       | 
       | On the other hand, trying to create something, and then try to
       | generate demand for it, or find a fit for it is much harder to
       | find product-market fit, because it wasn't started with that in
       | mind.
        
       | usernamed7 wrote:
       | I agree when the author says that PMF can change over time.
       | 
       | Microsoft had 34% of the phone market in 2006, a number that
       | dwindled to essentially zero due to changing consumer
       | expectations and their own fumbles.
       | 
       | https://www.youtube.com/watch?v=SNEF1ujd2Mc
        
       | evanmoran wrote:
       | I would add that PMF is an investor signal more than a founder
       | one. Basically it says the product is good enough and the company
       | is executing well enough to show extremely strong traction. It's
       | easy to spot this because the traction is too big to ignore, so
       | any investor paying attention would be immediately interested.
       | 
       | The challenge, is even with this obviousness, it's hard to run a
       | company searching for PMF. All you can do is continue improving
       | the product, its positioning, marketing, pricing, and so on,
       | looking for strong interest and traction. This is what you're
       | probably doing already (what else is there), so PMF usually is
       | phrased as a cautionary tale of people who never talk to
       | customers, or never set a price, or never launch, etc. These all
       | will sink your startup for sure, but all PMF will tell you is
       | investors won't be interested if you have no customers and no
       | traction.
        
         | light_triad wrote:
         | Indeed PMF mostly comes up as a negative - you'll know it when
         | you don't see it :)
         | 
         | But I think searching for PMF should theoretically be the bread
         | and butter of startups. You're searching for the right
         | combinations in terms of the interaction between People,
         | Problem, Pitch and Solution. Changing your Pitch and Solution
         | is "iterating", changing People and Problem is "pivoting".
         | Improve accordingly until PMF or die trying.
        
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