The Unsolicited Feedback podcast is back for a season 3. We kicked off episode 1 with Casey Winters going deeper on Product Market Fit Collapse. In this episode we discuss:
- Unlike previous tech shifts (mobile, internet), AI is causing exponential rather than linear increases in customer expectations
- The speed of both capability advancement and consumer adoption is unprecedented
- Competition is coming from all directions simultaneously. Incumbents are heavily invested and moving quickly. New startups are emerging. Foundation model companies are expanding rapidly
- Infrastructure and tooling are evolving weekly, making it hard to pick the right stack
And as a result of these things:
- Traditional "disruption playbooks" may not work - this isn't classic low-end disruption
- Companies need to consider more radical self-disruption rather than gradual evolution
- The error rate on predicting winners is extremely high, even among experts
- M&A strategies are shifting where companies are acquiring AI-native leadership (e.g., Grammarly/Coda, Snowflake/Neva). Focus on acquiring both capabilities and adjacent use cases. More product-capability acquisitions vs. pure talent acquisitions
In the end, even successful companies with strong product-market fit are vulnerable of getting side swiped.Check out more from Unsolicited Feedback!
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