Super helpful refresh. What stands out to me is how AI speeds up the collapse of PMF. It feels like the window to adapt is way shorter now. Curious how you see teams handling that?
Brian, this is an excellent update to the Four Fits, especially the way you show how AI compresses the PMF window.
I’d like to add a complementary perspective: many times what looks like Product-Market Fit is actually a subsidy illusion. Retention and enthusiasm can be strong, but if each new cohort burns more cash than it creates, that isn’t PMF, it’s manufactured demand.
In my recent article, When Love Isn’t Enough: The Real Test of Product-Market Fit, I argue that the real signal lies in cohort value trajectories.
Curious how you see this lens of profitability-by-cohort fitting into your Four Fits framework.
Super helpful refresh. What stands out to me is how AI speeds up the collapse of PMF. It feels like the window to adapt is way shorter now. Curious how you see teams handling that?
Very helpful for startup founder who know only product market fit
Thoughtful but practical analysis, perfect for an ambitious early stage AI founder. Thanks Brian!
Brian, this is an excellent update to the Four Fits, especially the way you show how AI compresses the PMF window.
I’d like to add a complementary perspective: many times what looks like Product-Market Fit is actually a subsidy illusion. Retention and enthusiasm can be strong, but if each new cohort burns more cash than it creates, that isn’t PMF, it’s manufactured demand.
In my recent article, When Love Isn’t Enough: The Real Test of Product-Market Fit, I argue that the real signal lies in cohort value trajectories.
Curious how you see this lens of profitability-by-cohort fitting into your Four Fits framework.
https://rodrigofernandes.substack.com/p/when-love-isnt-enough-the-real-test
The key insight here is how these four must work in harmony to reinforce each other.
The move from SEO to Generative Engine Optimization (GEO) will continue to be a huge Channel and Model disruptor.
Great callout how AI’s unit economics work against traditional freemium models.