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Product Market Fit Collapse: The AI Tipping Point w/ Casey Winters (Season 3 Premier)

Author
Brian Balfour & Fareed Mosavat
Published
Wed 29 Jan 2025
Episode Link
https://www.unsolicitedfeedback.co/

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!
https://www.unsolicitedfeedback.co/

Reforge Insight Analytics
https://reforge.com/insight-analytics

Product Strategy Courses
https://www.reforge.com/courses/product-strategy/details
https://www.reforge.com/courses/ai-strategy/details

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