product-market fit

also referred to as: pmf · product market fit · products market fit

131 statements across 105 episodes · 16 bullish · 30 bearish · 96 people on the record · first statement Oct 19, 2015 by Patricia Nakache · across every show →

Everything said about product-market fit, oldest first

Oct 19, 2015 negative
Insight
Nakache: Ramping burn rate before product-market fit wastes capital
“If the company has not yet reached a stage where there's product market fit and yet the burn rate has been ramped up, To me, that's a yellow flag, and it's interesting, you know, it's one I'm thinking about a lot today in the context of the current environment…”
Patricia Nakache Oct 19, 2015 ▶ 14:10 20 VC 080: How VCs Can Differentiate Themselves with Patricia Nakache, General Partner @ Trinity Ventures
Mar 4, 2016 positive
Insight
Hiten Shah: Startups should only raise VC after achieving product-market fit
“Once you're at a point, my ideal scenario is, you get to product market fit, You start experimenting with channels and things like that so that you're basically ready to scale, and then you wanna make a, make an argument, so to speak, that without money, we wo…”
Hiten Shah Mar 4, 2016 ▶ 6:34 20VC FF: Hiten Shah on VC Funded vs Bootstrapped Businesses and How He Decides Which Startups To Advise
Jun 20, 2016
Insight
Rachleff: Consumer product-market fit requires exponential organic growth, not paid acquisition
“Consumer-related businesses, I think you know you found product market fit when you achieve exponential organic growth. Anyone can gain growth through paid acquisition. If you can achieve exponential organic growth, that's when you know you found product marke…”
Andy Rachleff Jun 20, 2016 ▶ 9:31 20VC: Andy Rachleff, Founder @ Benchmark & Wealthfront on What Makes The Best CEO & Board Member & Why Ivy League Endowments Are The Best Managed Capital In The World
Dec 5, 2016
Insight
True product-market fit requires selling to buyers with no prior relationship
“But when you know you have product market fit is when you start selling organizations where you have no prior relationship, you know, they're not friendly.”
Scott Dorsey Dec 5, 2016 ▶ 14:10 20VC: Lessons Learnt From Marc Benioff & Selling To Salesforce For $2.7bn, What Product Market Fit Really Looks Like & Why Pricing Is Startup's Biggest Problem with Scott Dorsey, Managing Partner @ HighAlpha
Dec 14, 2016
Insight
Early-stage founders often take 2-3 years to reach product-market fit
“There are companies that they take two or three years even to get to product market fit. And so that's something that you just have to be prepared for at the earliest stage.”
Garry Tan Dec 14, 2016 ▶ 15:54 20VC: Garry Tan on The Biggest Takeaways From Advising 700 Companies @ Y Combinator & Why Now Is The Golden Age For The Early Stage?
Jan 20, 2017
Insight
Taggar: Startups Should Not Scale Their Team While Finding Product-Market Fit
“You either want to be focused with the smallest possible team on finding product market fit, or you want to be Realize you have product market fit and just be in full on growing, scaling the team and making a functioning organization. You don't want to do both…”
Harj Taggar Jan 20, 2017 ▶ 21:14 20VC: Biggest Takeaways From Working With Paul Graham and Jessica Livingston, Why You Should Put Off Hiring For As Long As Possible & Why Seed Stage Investing Is All About Optimising The Top Of The Funnel with Harj Taggar, Founder & CEO @ Triplebyte
Feb 22, 2017 negative
Insight
Product-market fit is a continuous spectrum, not a binary state
“This idea of like product market fit as a thing that you either have or don't have, it's not really true. That's not really the way it works. You can get closer to product market fit and product market fit is this thing you should be continuously striving to a…”
Ben Blumenfeld Feb 22, 2017 ▶ 8:20 20VC: Why Venture Is A Service Product? Why There Is No Such Thing As Product Market Fit & Why Startups Need To Be More Design Orientated with Ben Blumenfeld, Co-Founder & General Partner @ Designer Fund
Mar 3, 2017 neutral
Insight
Product-market fit means inbound demand outpaces sales hiring capacity.
“I do think, though, that upon product market fit, the market will arrive, but that is that moment for where you would almost know that you reached it, that you can't build up Your sales team quick enough. The incoming leads are faster than what you can train n…”
Dennis Mortensen Mar 3, 2017 ▶ 5:16 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
May 15, 2017 positive
Insight
Rabois: Startups with product-market fit should maximize growth speed
“Yeah, I'm not a big fan of the term sustained growth. I think you should take growth right away. When you have product market fit, you want to take advantage of that and really capture the value as much and as fast as you can. It's a very tumultuous world. Thi…”
Keith Rabois May 15, 2017 ▶ 12:27 20VC: Khosla's Keith Rabois on How To Create Sustainability Behind Growth, How To Assess The Potential Of Individuals & Teams & The Biggest Takeaways from LinkedIn, Paypal & Square
Jul 21, 2017
Insight
Jenna Brown: Early product-market fit requires repeatable value and sales alignment
“The first illustration I think for us is when we have the first set of customers who love the product, who derive value from it, and the value they tell you is very similar from customer to customer, they use it consistently to do the task it's intended for, a…”
Jenna Brown Jul 21, 2017 ▶ 12:54 20VC: The 2 Types of Sexism & How They Play Out In Tech, Why You Should Not Always Get Customers To Pay For Your Product Immediately & Why You Must Ask Operator VCs Different Questions To Non-Operator VCs with Jenna Brown, Founder & CEO, Shipamax
Nov 15, 2017 neutral
Disclosure
Hustle Fund does not look for product-market fit when investing
“And I think, frankly, like, it's post-seed or Series A investors who are most concerned with that. We are not looking for product market fit.”
Elizabeth Yin Nov 15, 2017 ▶ 14:41 20VC: Why VCs Fundamentally Assess Founders The Wrong Way, Why VC Needs To Innovate On The Scouting Model & Why SAFE's and Convertible Notes Are The Future Of Investing with Elizabeth Yin, Founder & General Partner @ Hustle Fund
Feb 26, 2018
Insight
Vassallo: Product-market fit is liquid, not a static destination
“Product market fit is a liquid, not a solid.”
Steve Vassallo Feb 26, 2018 ▶ 21:08 20VC: Why The Current Crop Of VC Does Not Understand Design, Why Product Market Fit Is A Liquid Not A Solid & How Graduates Can Optimise Their Career for Personal Development with Steve Vassallo, General Partner @ Foundation Capital
May 21, 2018 negative
Insight
Startups need cash reserves during fundraising to prevent predatory VC pricing
“I think you need enough money so that you can achieve your milestones and achieve the mythical product market fit, and still have enough money in the bank that the VC goes, Ooh, I better invest now, rather than let them say, ooh, I'll wait this out, and I'll g…”
Dan Scheinman May 21, 2018 ▶ 13:00 20VC: Why The Days of Spray and Pray at Seed Are Over, How To Compete In A World of Sequoia Seed Funds & Why Price Doesn't Matter with Dan Scheinman, Angel Investor @ Zoom & Arista Networks
Jul 9, 2018
Insight
Flint: Startups must scale aggressively immediately upon reaching product-market fit
“So when you start to kind of see that spark, when you start to see that product market fit, then it's essential to scale extremely rapidly. Spending significantly to capture market share, and doing that when you can, you know, spending really as much as you ca…”
Pete Flint Jul 9, 2018 ▶ 20:55 20VC: Lessons From 2x $Bn Exits in Trulia and lastminute.com, 3 Leading Indicators That Suggest Potential Marketplace Success & Why We Are Going To See A Fundamental Change To The World of VC with Pete Flint, Managing Partner @ NFX
Jul 17, 2018 positive
Insight
Elad Gil: Startups with product-market fit are anti-fragile
“And in general, startups with product market fit tend to have enormous momentum and actually be anti-fragile.”
Elad Gil Jul 17, 2018 ▶ 16:22 20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
Jul 17, 2018
Insight
Elad Gil: Early-Stage Startups Only Need to Solve Three Core Priorities
“There's only three things you need to do at an early company. Number one is find product market fit. Number two is don't run out of money, which is another way of saying find product market fit. And number three is don't fight and implode as a founding team.”
Elad Gil Jul 17, 2018 ▶ 5:21 20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
Sep 17, 2018
Insight
Frankel: Founder-market fit endures permanently, unlike product-market fit
“Product market fit can come and go, but founder market fit, if you get it right, it always stays.”
David Frankel Sep 17, 2018 ▶ 9:40 20VC: Lessons Learned Scaling PillPack from Seed to Amazon Acquisition, Why Investors Should Spend More Time Assessing Human Capital Risk Taken by Founders & The Right Way To Think About Capital Efficiency in Scaling with David Frankel, Managing Partner @
Jan 25, 2019
Insight
Mathé: Vast startup literature covers PMF, but neglects scaling leadership
“There's all, they're like libraries written about product market fit and very little written about scaling and in particular building out a senior team.”
Olof Mathé Jan 25, 2019 ▶ 5:09 20VC: The 3 Stages of Denial For Founders When Scaling, Why You Will Likely Be Unable To Hire Through Your Network & The Interview Question All Founders Must Ask with Olof Mathé, Founder & CEO @ Mixmax
Feb 22, 2019 negative
Opinion
Vohra: Marc Andreessen's product-market fit definition is post-hoc and unactionable
“Here's the thing with Mark Andreessen's definition. It's a post hoc definition. He's describing what the world is like when you've already got there and it's unactionable.”
Rahul Vohra Feb 22, 2019 ▶ 10:03 20VC: Superhuman's Rahul Vohra on How To Measure Product Market Fit, How To Construct A Process To Increase It & How To Implement A Strong Feedback and Reporting Cycle To Sustain It
Feb 22, 2019
Insight
Product-market fit requires 40% of users to be very disappointed without it
“And after benchmarking a hundred startups, Sean found that the companies that struggle to grow almost always get less than 40% very disappointed, whereas companies that grow easily almost always get more than 40% very disappointed. And so what he's saying is t…”
Rahul Vohra Feb 22, 2019 ▶ 11:44 20VC: Superhuman's Rahul Vohra on How To Measure Product Market Fit, How To Construct A Process To Increase It & How To Implement A Strong Feedback and Reporting Cycle To Sustain It
Apr 8, 2019 positive
Insight
Startups do not need product-market fit on day one
“It's not about, I've got this little thing, and I've got huge product market fit today. Yes, you need to accomplish that. Over, you know, the early days of the company's life, but you don't have to have it on day one.”
Dayna Grayson Apr 8, 2019 ▶ 13:33 20VC: NEA Partner, Dayna Grayson on Sourcing, Picking, Winning, Gut vs Data in Investment Decision-Making & The Evolution of Entrepreneurial Expectations of Venture
May 27, 2019
Insight
Ralston: Product-market fit is defined by effortless organic growth
“For me, actually, there is a strikingly simple test for whether you have product market fit, and that is, are you growing? Are you growing with no effort at all? Does it just grow because the product solves such an obvious key need that it happens with no effo…”
Geoff Ralston May 27, 2019 ▶ 20:04 20VC: Y Combinator's New President, Geoff Ralston on The Single Most Important Perspective An Investor Can Provide A Founder, The Biggest Lessons From Working Alongside Paul Graham & Why You Will Lose As An Investor If You "Profile Invest"
May 31, 2019
Insight
Taggar: If You Question Having Product-Market Fit, You Don't Have It
“If you have to question whether you have product market fit, you probably don't.”
Kulveer Taggar May 31, 2019 ▶ 15:37 20VC: Why You Must Have A Customer Acquisition Strategy From Day 1, How To Test and Validate Ideas At Speed & Why You Should Speak To Investors Before Starting Work On Your Idea with Kulveer Taggar, Founder @ CEO @ Zeus Living
May 31, 2019
Insight
Taggar: Founders Can Validate Product-Market Fit in a Few Weeks
“You can actually figure out or get to product market fit even within a month or a few weeks and use language and positioning to really test how receptive people are to your ideas.”
Kulveer Taggar May 31, 2019 ▶ 15:51 20VC: Why You Must Have A Customer Acquisition Strategy From Day 1, How To Test and Validate Ideas At Speed & Why You Should Speak To Investors Before Starting Work On Your Idea with Kulveer Taggar, Founder @ CEO @ Zeus Living
Jun 3, 2019
Insight
Coelius: Product-market fit is when customers start saying yes to your pitch
“Between those two points, I think there's a point where the entrepreneur finds product market fit. They find that sentence that they can describe to the customer at nine o'clock at night. The customer starts saying yes. And you go from this sort of very amorph…”
Zach Coelius Jun 3, 2019 ▶ 23:01 20VC: Why Portfolio Construction Is Inefficient, Why The Only Thing That Matters In Venture Is Pricing & The Future of Venture; Bundled or Unbundled with Zach Coelius
Nov 8, 2019
Insight
Denehy: Pre-product market fit is about solution design, not custom engineering
“So when you're pre-product market fit, you generally don't get bonus points for building things from scratch. So really that Pre-product market fit stage has more to do with solution design than it does with engineering, or at least it should.”
Ryan Denehy Nov 8, 2019 ▶ 8:54 20VC: Why Pre-Product Market Fit Is About Systems Design Not Engineering, The Right Way For Leaders To Approach Wartime Leadership Today & A Guide To Recruitment Forward Planning with Ryan Denehy, Founder & CEO @ Electric
Nov 8, 2019 negative
Insight
Denehy: Evaluating product-market fit based solely on revenue is lazy
“Revenue as a marker for product market fit on its own is probably a lazy way to look at it.”
Ryan Denehy Nov 8, 2019 ▶ 6:25 20VC: Why Pre-Product Market Fit Is About Systems Design Not Engineering, The Right Way For Leaders To Approach Wartime Leadership Today & A Guide To Recruitment Forward Planning with Ryan Denehy, Founder & CEO @ Electric
Feb 21, 2020
Insight
Shear: Product-market fit doesn't reduce startup work, it shifts the sprint
“Product market fit is just as much work. It's a different kind of work, but you're sprinting after it as hard as you can, barely keeping up with this boulder rolling downhill, rather than agonizingly trying to push it up the hill.”
Emmett Shear Feb 21, 2020 ▶ 10:14 20VC: Twitch Founder & CEO Emmett Shear on When To Persist vs When To Give Up For Entrepreneurs, The Fundamental Tension When Scaling Orgs and How To Optimise Them & How The Role of CEO Fundamentally Changes with Scale
Jun 5, 2020 positive
Insight
Erickson: Product-market fit indicates when seed startups should focus on unit economics
“PMF is a much better seed stage metric because by showing you how much your product is resonating with your customers, it tells you when to start focusing on CAC and LTV.”
Daniel Erickson Jun 5, 2020 ▶ 9:48 20VC: How To Scientifically Measure Product-Market Fit, How To Efficiently and Accurately Segment Users Into Cohorts, Why Investors Analysing CAC's at Pre-Seed Is Not Useful & How To Determine Between Customer Feedback to Accept vs Reject with Daniel Eric
Jun 5, 2020 neutral
Insight
Product-market fit requires 40% of users to be very disappointed without it
“You have product market fit when at least 40% of your users say that you would be very disappointed if they could no longer use your product.”
Daniel Erickson Jun 5, 2020 ▶ 7:30 20VC: How To Scientifically Measure Product-Market Fit, How To Efficiently and Accurately Segment Users Into Cohorts, Why Investors Analysing CAC's at Pre-Seed Is Not Useful & How To Determine Between Customer Feedback to Accept vs Reject with Daniel Eric
Jun 5, 2020
Insight
Erickson: Product-market fit is a dynamic metric, not a permanent state
“Product market fit is like any other metric. It can rise and fall as your product and market changes and grows. And there's, it's not this static thing that once you get it, you've got it.”
Daniel Erickson Jun 5, 2020 ▶ 22:04 20VC: How To Scientifically Measure Product-Market Fit, How To Efficiently and Accurately Segment Users Into Cohorts, Why Investors Analysing CAC's at Pre-Seed Is Not Useful & How To Determine Between Customer Feedback to Accept vs Reject with Daniel Eric
Jun 5, 2020 bullish
Prediction Didn’t hold up
Erickson: Product-market fit will be product teams' primary metric within five years
“In five years, PMF will be the main metric that product teams track to gauge success, much like NPS now is for support and operations teams. ViableFit will have rocketed out of the tech industry and gained a foothold in enterprise companies across all industri…”
Daniel Erickson Jun 5, 2020 ▶ 24:21 20VC: How To Scientifically Measure Product-Market Fit, How To Efficiently and Accurately Segment Users Into Cohorts, Why Investors Analysing CAC's at Pre-Seed Is Not Useful & How To Determine Between Customer Feedback to Accept vs Reject with Daniel Eric
Jan 21, 2021
Insight
Dudum: Operational preparedness is unnecessary to prove product-market fit
“In retrospect, that preparedness wasn't necessary to prove the product market fit.”
Andrew Dudum Jan 21, 2021 ▶ 10:19 20VC: Hims Founder Andrew Dudum on Hims Going Public, The Reasoning and Benefits of SPACs, The Biggest Misconceptions of Successful Company Building & Wall St's Changing Perceptions Towards Growth and Profitability
Jan 29, 2021
Insight
Palan: Initial product-market fit represents only a fraction of a large company's scope
“If you want to build a big company, the initial product market fit is just a small subset of the company that you're going to build. It's a small, small segment, and it's a small set of needs that you're satisfying”
Hubert Palan Jan 29, 2021 ▶ 24:17 20VC: Why "Founder Insight" is Overrated, Why Big and Bold Product Visions Can Be Dangerous & Why Getting To Product Market Fit by Accident Can Lead to Danger with Hubert Palan, Founder & CEO @ ProductBoard
Jul 22, 2021 positive
Insight
Immelt: Startup founders are only allowed to fear losing product-market fit
“In other words, if you're starting a company, you're really only allowed to be afraid of one thing, product market fit. That's it. We can help fill in the people. We can help fill in, you know, the funding. We can help fill in all those other things. But be af…”
Jeff Immelt Jul 22, 2021 ▶ 28:12 20VC: Jeff Immelt on Leadership Lessons from 16 Years as CEO @ GE, Incumbent Innovation; Why Some Have Failed and Other Succeeded, When Boards Have A Positive vs Negative Impact on a Company & The One Fear Startup Founders Are Allowed To Have
Sep 22, 2021
Insight
Casey Winters: Startups must build growth capabilities immediately after product-market fit
“As soon as possible after product market fit, that's when growth becomes the number one concern of most startups, and that's where you need to be building out that capability.”
Casey Winters Sep 22, 2021 ▶ 10:30 Welcome 20Growth: How To Hire a Head of Growth? What are Signs of World-Class Talent? How To Structure the Process? How To Onboard Growth Teams? The Relationship Between Head of Growth and CEO and more with Casey Winters, Chief Product Officer @ Eventbrit
Oct 28, 2021 negative
Insight
Elena Verna: Hiring a growth team pre-product-market fit is a mistake
“I think hiring pre-product market fit, big, big mistake. Hiring right after product market fit without actually figuring out how to create some of the traction is a big mistake as well.”
Elena Verna Oct 28, 2021 ▶ 9:27 20 Growth: The 3 Levers to Successful Growth Models, The 3 Types of Growth Hires Startups Need To Know, The 3 Stages All Successful Growth Teams Need To Go Through with Elena Verna, Advisor @ MongoDB and HP
Nov 17, 2021
Insight
Startups Should Delay Growth Hires Until Post-Product-Market Fit
“I wouldn't even consider hiring ahead of growth or building a growth team until you have a clear indicator of product market fit, which is some amount of exponential organic growth.”
Andy Johns Nov 17, 2021 ▶ 8:37 20Growth: Top Growth Lessons from the Early Facebook, Twitter and Quora Days, The Most Important Question to Ask When Building Your Growth Team, How To Test For True Candidate Depth and Quality When Hiring for Growth with Andy Johns, Venture Partner @ Unu
Feb 23, 2022
Insight
Doug Leone: VCs cannot help founders achieve product-market fit
“If you can't get product market fit, I doubt Sequoia Capital or any one of us can help. That is the black magic. That is really the art. Once you get product market fit, we can help you with everything else.”
Doug Leone Feb 23, 2022 ▶ 4:13 The Tiger Global Memo: From Sequoia Capital to Benchmark and Thrive: The World's Best on the Rise of Tiger Global
Mar 25, 2022 negative
Insight
Verna: Hiring a growth team pre-product-market fit is a major mistake
“So I think hiring pre-product market fit, big, big mistake. Hiring right after product market fit without actually figuring out how to create some of the traction is a big mistake as well.”
Elena Verna Mar 25, 2022 ▶ 22:47 20VC The Memo: Inside the Growth Engines of Facebook, Twitter, Instagram and Instacart with the Growth Leaders Who Built Them; How Instagram Went from 440M to 1BN, How Twitter Changing Their Signup Flow was a Needlemover and How Removing Card Payment Requ
Apr 6, 2022
Insight
Product-market fit is fundamentally defined by user cohort retention
“Product market fit is retention.”
Brian Hale Apr 6, 2022 ▶ 8:44 20 Growth: Why Retention Defines Product Market Fit, What is Good Retention Levels Today, The Most Counterintuitive Elements of Product and Growth & Why So Many Startups Mess Up Hiring For Growth Teams with Brian Hale, Head of Consumer Product & Growth @
Apr 6, 2022
Insight
Low single-digit cohort retention means a startup lacks product-market fit
“If you're down in low single digit percentages, you don't have product market fit yet.”
Brian Hale Apr 6, 2022 ▶ 10:31 20 Growth: Why Retention Defines Product Market Fit, What is Good Retention Levels Today, The Most Counterintuitive Elements of Product and Growth & Why So Many Startups Mess Up Hiring For Growth Teams with Brian Hale, Head of Consumer Product & Growth @
May 2, 2022 neutral
Insight
Product-market fit is readable earlier in consumer startups than enterprise software
“All the hallmarks of product market fit can actually be ascertained and deduced at a much earlier point in that company's evolution as compared to a infrastructure software enterprise security company that it's at a Million of ARR with half a dozen or a dozen …”
Harley Miller May 2, 2022 ▶ 30:14 20VC: Scaling to $2BN AUM in 3 years, Fundraising Lessons and Tactics from 2,500 LP Meetings & What it Takes to Build a Firm That Stands the Test of Time with Harley Miller, Co-Founder and Managing Partner @ Left Lane Capital
Jun 15, 2022 negative
Insight
Fishman: Hiring growth before product-market fit is disastrous for startups
“If you don't have product market fit, throwing a growth person into the mix is disastrous for your product because the last thing you want to do is put your product in the hands of more people when it sucks.”
Adam Fishman Jun 15, 2022 ▶ 55:27 Adam Fishman: Takeaways from Lyft and Patreon; How to Build Viral Loops | 20VC #897 · 20VC with Harry Stebbings
Jul 6, 2022
Insight
Chennapragada: Early-stage product reviews require small, cross-hierarchy groups
“When the product review is for an early, fragile idea, still in the solve stage, seeking product market fit, you want a small group, and you want the problem solvers in the group, regardless of the organizational hierarchy, and you need a divergent mindset.”
Aparna Chennapragada Jul 6, 2022 ▶ 14:27 20 Product: The Ultimate Guide to Product Reviews: What Makes the Best vs the Worst | How Often Should They Be | Who Should Be Invited | Who Sets The Agenda | How to do Follow-Ups Post Product Reviews
Aug 3, 2022
Insight
Stebbings: User growth does not indicate product-market fit; daily usage does
“We don't want to grow users as much as possible. That's not a sign of product market fit. What is, is number of sessions per day, number of tasks created. I don't care about top line growth of users, but the tasks that they do to signify their product love.”
Harry Stebbings Aug 3, 2022 ▶ 5:09 Shreyas Doshi: The 6 Product Metrics You Need To Know; The 3 Types of Product Leader | E913 · 20VC with Harry Stebbings
Aug 3, 2022
Insight
Doshi: Operator Product Leaders Rarely Achieve Product-Market Fit Alone
“It is nearly impossible for an operator to solely or mainly bring your product to product market fit. Now, it can happen, but it's extremely rare, and you should not bank on it.”
Shreyas Doshi Aug 3, 2022 ▶ 23:11 Shreyas Doshi: The 6 Product Metrics You Need To Know; The 3 Types of Product Leader | E913 · 20VC with Harry Stebbings
Aug 10, 2022
Insight
Building growth loops before product-market fit wastes resources
“A lot of the times I've talked to founders in pre-product market fit, they're obsessed over things that just are not that important right now. They don't need to worry about how do I build great onboarding flows. They don't need to worry about how do I build v…”
Kieran Flanagan Aug 10, 2022 ▶ 10:41 Kieran Flanagan: Hiring Tips for Growth; North Star Metrics; Hubspot's Mistake | 20VC #916 · 20VC with Harry Stebbings
Aug 10, 2022
Insight
Startups should target retention pre-PMF and revenue post-PMF
“Pre-product market fit is retention. You're looking for a cohort of users that, you know, will use your product in a meaningful way and post-product market fit, it's revenue.”
Kieran Flanagan Aug 10, 2022 ▶ 8:34 Kieran Flanagan: Hiring Tips for Growth; North Star Metrics; Hubspot's Mistake | 20VC #916 · 20VC with Harry Stebbings
Sep 1, 2022
Insight
Pearl: Early product-market fit requires maniacal focus on one problem
“I think that experience really taught me about sort of the power of focus. Especially in the early days of finding product market fit, just how important it is to kind of maniacally focus on solving one problem and solving it better than any alternative on the…”
Annie Pearl Sep 1, 2022 ▶ 1:25 Calendly CPO Annie Pearl: Hiring Advice for Product; Calendly's Second Product | 20VC #921 · 20VC with Harry Stebbings
Sep 21, 2022
Insight
Lieb: If you are unsure about product-market fit, you lack it
“If you don't know if you've got it or not, you don't is the simplest answer, right? It is a thing where something clicks and people just use your product or demand your product so much more than you could have ever fathomed. That is generally when you've got s…”
David Lieb Sep 21, 2022 ▶ 4:56 David Lieb: How I Founded Google Photos & Bump; Why I Left Google | 20VC #927 · 20VC with Harry Stebbings
Oct 7, 2022 neutral
Insight
Weil: Rigid product strategies require product-market fit; early startups pivot frequently
“Like you invest in the early stages in companies and they're going to pivot three times before they find anything. So laying out a strategy and sticking to something, it assumes that you have some degree of product market fit.”
Kevin Weil Oct 7, 2022 ▶ 18:08 Kevin Weil: Lessons from Leading Product at Instagram & Twitter | 20VC #934 · 20VC with Harry Stebbings
Oct 26, 2022
Insight
Sahgal: Startups should wait until post-product-market fit to hire for growth
“I think ideally you want to do it post product market fit. In the beginning, you're trying to create value in your product, right? You're not, it's not so much about connection. I mean, there's a minimum amount of connection, obviously that's important, but th…”
Vaibhav Sahgal Oct 26, 2022 ▶ 13:16 Vaibhav Sahgal: How We Scaled Reddit to 55M Users; Lessons from Zynga | 20VC #942 · 20VC with Harry Stebbings
Nov 21, 2022 negative
Assertion Not checkable as stated
Shah: Multiple startups hold $50M+ cash without product-market fit
“There's probably multiple, multiple companies with like over fifty million dollars of cash with no product market fit.”
Semil Shah Nov 21, 2022 ▶ 1:07:28 Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
Nov 25, 2022 negative
Insight
Andy Johns: Do not hire growth roles before product-market fit
“I wouldn't even consider hiring a head of growth or building a growth team until you have a clear indicator of product market fit, which is some amount of exponential organic growth.”
Andy Johns Nov 25, 2022 ▶ 19:59 20VC: When to Make Your First Growth Hire? Senior or Junior? How To Onboard Them? How To Monitor Their Progress? from Growth Leaders @ Facebook, Instagram, Lyft, Instacart, Miro and more
Nov 25, 2022
Insight
Casey Winters: Startups should build growth capabilities immediately after product-market fit
“As soon as possible after product market fit, that's when growth becomes the number one concern of most startups, and that's where you need to be building out that capability.”
Casey Winters Nov 25, 2022 ▶ 2:33 20VC: When to Make Your First Growth Hire? Senior or Junior? How To Onboard Them? How To Monitor Their Progress? from Growth Leaders @ Facebook, Instagram, Lyft, Instacart, Miro and more
Nov 25, 2022 positive
Opinion
Flanagan: Startups should build growth mechanisms before finding product-market fit
“Growth could be applicable pre-product market fit, right? When you actually are trying to figure out how do I instill these mechanisms within my product To better acquire people, to better onboard people, to better retain people. It's built into your product r…”
Kieran Flanagan Nov 25, 2022 ▶ 16:30 20VC: When to Make Your First Growth Hire? Senior or Junior? How To Onboard Them? How To Monitor Their Progress? from Growth Leaders @ Facebook, Instagram, Lyft, Instacart, Miro and more
Dec 7, 2022
Insight
Startups need 50 to 100 attempts to reach product-market fit
“You will probably need to do between 50 and a hundred attempts before you get to product market fit.”
Marty Cagan Dec 7, 2022 ▶ 21:17 Marty Cagan: Product Lessons from Steve Jobs and Elon Musk; Why do we idolize engineers? | 20VC #957 · 20VC with Harry Stebbings
Feb 1, 2023
Insight
Bouaziz: Sales operations is the main growth engine after product-market fit
“If you're sure you've got a form of product market fit, Revenue operations, sales operations is what's truly going to enable you to scale because your reps are more efficient. Your close rate is better. You have a better understanding of what's going on. Your …”
Alex Bouaziz Feb 1, 2023 ▶ 24:11 Alex Bouaziz: How We Became a $12B HR Company with 2,000 Remote Employees | 20VC #973 · 20VC with Harry Stebbings
Feb 3, 2023 negative
Insight
Doshi: Operator product leaders cannot achieve product-market fit alone
“It is nearly impossible for an operator to bring your product to product market fit.”
Shreyas Doshi Feb 3, 2023 ▶ 6:38 20Product: When to Hire a CPO, The Three Different Types of CPO, How To Know What You Need, How To Structure the Hiring Process, What Are the Must-Ask Questions, What Tests and Case Studies Should Be Used, How Should Their Compensation Package Be Structur
Feb 16, 2023
Insight
Duboe: Turning off paid acquisition is the ultimate product-market fit test
“One measure of product market fit health is what happens when you turn off all non-organic acquisition activities. And so ideally you should see some ongoing user base that's retained and ideally generating new users, even if at a much slower clip, right? If y…”
Mike Duboe Feb 16, 2023 ▶ 45:51 Mike Duboe: Top 5 Lessons Scaling Stitch Fix to IPO; Why CAC/LTV is a BS Metric | 20VC #978 · 20VC with Harry Stebbings
Feb 16, 2023 negative
Insight
Duboe: Startups must never hire a growth lead before finding product-market fit
“One principle that for sure is true is like never hire a growth person, pre-product market fit.”
Mike Duboe Feb 16, 2023 ▶ 13:16 Mike Duboe: Top 5 Lessons Scaling Stitch Fix to IPO; Why CAC/LTV is a BS Metric | 20VC #978 · 20VC with Harry Stebbings
Mar 15, 2023
Insight
Most Growth Struggles Stem From Product-Market Fit, Not Missing Channels
“More often than not, I find that like most of the company's problems aren't That they haven't found the channel that's gonna work for them. It's actually that they don't have product market fit, or that they're pointing the wrong direction, or they're too narr…”
Adam Grenier Mar 15, 2023 ▶ 58:39 Adam Grenier: The Inside Story to Uber’s Hypergrowth; How We Spent $1B/mo in China | E989 · 20VC with Harry Stebbings
Mar 24, 2023 bullish
Insight
Maples: Product-market fit is the sole requirement for startup success
“If we get product market fit, we will be successful almost no matter what else happens. And if we don't get product market fit, we can do everything else right. It won't matter.”
Mike Maples Mar 24, 2023 ▶ 53:03 Mike Maples: Lessons from SVB; Crisis Management Tips; USD's Status as the Reserve Currency | E993 · 20VC with Harry Stebbings
Mar 24, 2023
Insight
Maples: Founder time spent managing corporate treasury subtracts from product-market fit
“Your time is the only thing that's zero sum. And so a decision to become a part-time hedge fund bond expert, it subtracts from your efforts to get product market fit.”
Mike Maples Mar 24, 2023 ▶ 11:56 Mike Maples: Lessons from SVB; Crisis Management Tips; USD's Status as the Reserve Currency | E993 · 20VC with Harry Stebbings
Mar 24, 2023
Insight
Maples: Startups start dead and must focus solely on product-market fit
“Startups start out dead and have to prove they're alive. And they have one job to do, which is get product market fit, And that means answering one very specific question, which is, what can we uniquely do that people are desperate for? And anything that you d…”
Mike Maples Mar 24, 2023 ▶ 11:38 Mike Maples: Lessons from SVB; Crisis Management Tips; USD's Status as the Reserve Currency | E993 · 20VC with Harry Stebbings
May 27, 2023
Insight
Cohen: Most product launches are 0.6, not zero-to-one successes
“Most launches are never zero to one. They're like zero to .6. They're never great. And like moving it from .6 gradually to really finding product market fit.”
Tomer Cohen May 27, 2023 ▶ 9:18 Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
May 27, 2023
Insight
Cohen: Retention is the true test of product-market fit, not adoption
“Ultimately you have success with a product when you have real adoption and retention. People actually find product market fit. They're coming back to the product to engage with it. That's when, you know, you really have something and adoption by itself, you kn…”
Tomer Cohen May 27, 2023 ▶ 31:57 Tomer Cohen: Why LinkedIn Stories Failed; How LinkedIn's Feed Was Born; AI Startups | E1019 · 20VC with Harry Stebbings
Jun 16, 2023 neutral
Insight
Weiss: Product-market fit is dynamic and must be continually renewed
“But I think the thing I took away was that product market fit. People talk about it like it's a binary thing. You unlock it, and then you have it forever. And I actually think a much more accurate model is that you unlock product market fit, you get to maintai…”
Noah Weiss Jun 16, 2023 ▶ 4:17 Noah Weiss: How to Master Product-Led Growth; Scaling PLG to Enterprise at Google & Slack | E1026 · 20VC with Harry Stebbings
Jun 21, 2023 positive
Insight
Gotthilf: Retention equals product-market fit and determines startup success
“Retention is everything. To me, retention is almost like product market fit. If you have retention, it means that people actually like the thing that you made, and it's actually useful for them. And that determines whether something's going to succeed or is no…”
Gina Gotthilf Jun 21, 2023 ▶ 19:41 Gina Gotthilf: Lessons Scaling Duolingo from 3-200M Users; How to Master PR and Comms | E1028 · 20VC with Harry Stebbings
Jul 19, 2023
Insight
Isford: Hire growth roles only after achieving product-market fit
“The rule of thumb is to introduce someone working on growth after there's product market fit and to invest more if you see good return on that initial investment of bringing someone into work on growth.”
Lauryn Isford Jul 19, 2023 ▶ 29:16 Lauryn Isford: Product Growth Secrets from Facebook, Airtable, BlueBottle, Dropbox & Notion | E1037 · 20VC with Harry Stebbings
Jul 21, 2023
Insight
Product-Market Fit Is a Spectrum, Not a Binary State
“Product market fit isn't a binary thing. Like you don't have product market fit or not have product market fit. You have degrees of product market fit, right?”
Jean-Denis Greze Jul 21, 2023 ▶ 50:31 Jean-Denis Greze: CTO of Plaid, the $18B Fintech Startup; How to Hire, Fire & Build Great UX | E1038 · 20VC with Harry Stebbings
Aug 16, 2023
Insight
Balfour: Product-market fit alone cannot build a venture-scale business
“Product market fit is not enough to build a venture scale business, meaning like a hundred million plus, I kind of pick a number out, a hundred million plus in revenue within some you know, reasonable time period.”
Brian Balfour Aug 16, 2023 ▶ 20:35 Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
Sep 6, 2023 negative
Insight
Basu Trivedi: Startup runway is meaningless without product-market fit or exit
“The runway doesn't matter unless it leads to a takeoff or a landing. Ideally a takeoff in startup land.”
Nikhil Basu Trivedi Sep 6, 2023 ▶ 16:28 Nikhil Basu Trivedi: Why 99% of AI Investments Will Go Bust | E1057 · 20VC with Harry Stebbings
Sep 20, 2023 negative
Insight
Maples: Excess Startup Resources Allow Founders to Pursue Losing Ideas
“And to get product market fit, there's an advantage in being lean, and there's an advantage in having N minus one resources rather than N plus one, because, like, having too many resources lets you pursue losing ideas for too long.”
Mike Maples Sep 20, 2023 ▶ 19:49 Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
Sep 20, 2023 positive
Insight
Maples: Don't underestimate strong product-market fit relative to other problems
“When a company has product market fit, that's a rare thing, and when they have strong product market fit, that's an extremely rare thing. It's like, don't underestimate how important that is relative to all other things.”
Mike Maples Sep 20, 2023 ▶ 1:22:11 Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
Sep 29, 2023
Insight
Niparko: Customer demand is the definitive signal for product-market fit
“We have a lot of large investment here, but I think the reality is if Customers aren't ripping the product out of your hands. That is your signal.”
Kevin Niparko Sep 29, 2023 ▶ 45:07 Kevin Niparko: Big Mistakes Founders Make When Hiring Product Teams | E1066 · 20VC with Harry Stebbings
Nov 3, 2023 negative
Insight
Altman: Polite early customer feedback during PMF search is a disservice
“When you're like trying to find product market fit, a customer who's like nodding and saying like, oh yeah, that looks really interesting. Like keep building. We'll check it out because they don't want to tell you it's not interesting. Like they're, that perso…”
Jack Altman Nov 3, 2023 ▶ 12:21 Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20VC with Harry Stebbings
Nov 29, 2023
Insight
Harry Stebbings: Founders lacking product-market fit do not need growth advisors
“People often just don't have product market fit, and they're like, I need a growth advisor. No, you need product market fit.”
Harry Stebbings Nov 29, 2023 ▶ 22:00 Guillaume Cabane: Why Your First Growth Hire Should Be a Former Founder | E1088 · 20VC with Harry Stebbings
Dec 8, 2023
Insight
Biswas: Founders should not try to force product-market fit
“I think product market fit is something you don't want to force.”
Sanjit Biswas Dec 8, 2023 ▶ 15:01 Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
Dec 8, 2023 positive
Insight
Biswas: Genuine product-market fit is unmistakable market pull
“Is this product just getting pulled by the market, right? Like that's what you're looking for. And it's almost unmistakable. You'd have to be blind not to see it because you just like, I've had customers or beta testers call me the next day after after going o…”
Sanjit Biswas Dec 8, 2023 ▶ 16:53 Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
Feb 2, 2024
Insight
Will Wu: Products should layer in complexity only after finding product-market fit
“If you start simple, then you have a core product. If you find, if you're lucky enough to find product market fit, then you've got a simple core product that people can easily pick up and understand. And then once you've sort of captured their attention, once …”
Will Wu Feb 2, 2024 ▶ 21:10 Will Wu: Top Five Product Lessons from Creating Snapchat "Discover" and "Chat" | E1111 · 20VC with Harry Stebbings
Feb 14, 2024
Insight
Gonto: Strong PMF Startups Wait Too Long to Build Growth Teams
“The biggest mistake that I see is that they start very, very late if the PMF is very strong. I've seen a lot of companies that have a very strong product market fit. And because of that, in the beginning, they just start getting a lot of revenue because big co…”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 1:08:07 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
Feb 14, 2024 negative
Insight
Gonto: Startups should never hire growth roles before product-market fit
“I would never hire somebody for growth before product market fit. I think that before product market fit, it's the job of the founder to get to see if there's product market fit. If the founder can't do what needs to be done to find product market fits, I thin…”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 17:21 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
Feb 21, 2024 negative
Insight
Williamson: Founders should not hire product leaders before achieving product-market fit
“And I think if you hand it off before then, it can be very problematic because it's these decisions, which ICP, what are we going to prioritize to build for them? What's the core user experience? These things are so central to a company, especially if it's a P…”
Scott Williamson Feb 21, 2024 ▶ 10:34 Scott Williamson: Hiring the Best Product People in Five Steps, Why the Best PMs are Writers | E1118 · 20VC with Harry Stebbings
Feb 21, 2024
Insight
Williamson: Introduce scientific product structure only after repeatable product-market fit
“Basically, it's when you've found repeatable product market fit. You know who your ideal customer profile is. You generally know the problems they need you to solve. You generally have confidence that your product experience can both attract and retain them at…”
Scott Williamson Feb 21, 2024 ▶ 6:39 Scott Williamson: Hiring the Best Product People in Five Steps, Why the Best PMs are Writers | E1118 · 20VC with Harry Stebbings
Mar 13, 2024 neutral
Insight
Narayanan: Product-market fit, unit economics, and scaling are four separate steps
“I mean, product market fit, scaling product market fit, unit economics, scaling unit economics. I think those are all four different steps in my opinion. So I actually think that it is, ah, you can get to product market fit, but you may not be able to scale it…”
Chandra Narayanan Mar 13, 2024 ▶ 34:25 Chandra Narayanan: Top 5 Lessons from Leading Analytics at Facebook | E1126 · 20VC with Harry Stebbings
Mar 13, 2024 negative
Insight
Narayanan: Startups should not hire growth leads before product-market fit
“You don't want to hire anyone before product market fit, because at the end of it, I think, as I mentioned to you, I think growth is about scaling the product market fit in a sustainable way. It basically means that if you're not able to grow, if you, if you'r…”
Chandra Narayanan Mar 13, 2024 ▶ 32:46 Chandra Narayanan: Top 5 Lessons from Leading Analytics at Facebook | E1126 · 20VC with Harry Stebbings
Apr 10, 2024
Insight
Kevin Ryan: Speed is not the most important factor in product-market fit
“No, no, I don't think that speed is the most important thing. You do need to get out your product, you know, pretty quickly. But it has to be pretty good.”
Kevin Ryan Apr 10, 2024 ▶ 28:43 Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
Apr 17, 2024
Insight
Vickie Peng: Nobody Ever Permanently Maintains Product-Market Fit
“Nobody ever actually gets and keeps product market fit. It is an ongoing battle or an ongoing journey that nobody ever really just conquers and says, okay, I'm done.”
Vickie Peng Apr 17, 2024 ▶ 26:43 Vickie Peng: Why the Best Product People Actually Build Less Product? | E1141 · 20VC with Harry Stebbings
Apr 22, 2024 neutral
Insight
Dines: Speed Is Only Beneficial After Finding Product-Market Fit
“Speed is the most important thing when you have product market fit. If you don't product market fit, speed goes against you in a way. So it's, because if you go fast, With the wrong product. You only destroy yourself.”
Daniel Dines Apr 22, 2024 ▶ 1:42:18 Daniel Dines: From a Dollar a Day to Romania's Richest Man| Happiness, Wealth, Risk and more | E1143 · 20VC with Harry Stebbings
Apr 24, 2024
Insight
Zaparde: Product-market fit is a complex matrix, not a binary milestone
“Product market fit is certainly not binary. It's like a, you know, complicated matrix. And like the first cell in that matrix is like the first set of product market fit you have. But as you distribute, I mean, like you said, you know, we're talking about plat…”
Rujul Zaparde Apr 24, 2024 ▶ 20:03 Rujul Zaparde: Why Hiring Inexperienced People is Better | E1144 · 20VC with Harry Stebbings
Apr 24, 2024 negative
Opinion
Stebbings: Product-Market Fit Breaks Every Time A Company Scales
“I just think product market fits the most bullshit thing ever because you scale to a new channel, you scale to a new audience, you scale to a new pricing level. And fuck, you don't have it again.”
Harry Stebbings Apr 24, 2024 ▶ 19:43 Rujul Zaparde: Why Hiring Inexperienced People is Better | E1144 · 20VC with Harry Stebbings
Apr 26, 2024
Insight
Adam Gross: Adding multiplayer functionality requires finding product-market fit twice
“Having a single player product, a product that has value on a single player basis, and that you can then build a multiplayer Right? Collaboration product experience on. You're doing MVP. You're doing product market fit twice.”
Adam Gross Apr 26, 2024 ▶ 20:24 Adam Gross: Why Startups Doing Paid Under $100M ARR are not PLG | E1145 · 20VC with Harry Stebbings
May 17, 2024
Insight
Zhang: Jumped-to-solution mindset causes founders to miss product-market fit
“I would say it's because they jumped straight to the solution space and they skipped really understanding people's problems.”
Jiaona Zhang May 17, 2024 ▶ 53:18 Jiaona Zhang: Why All Product Teams Should Have a Scorecard & How to Use It | E1154 · 20VC with Harry Stebbings
May 31, 2024 positive
Opinion
Lerner: The Sean Ellis survey strongly tests product-market fit
“I think that's a really good test of the strength of product market fit.”
Matt Lerner May 31, 2024 ▶ 15:42 Matt Lerner: How to Hire Growth Leaders and Teams and Why in a World of AI | E1159 · 20VC with Harry Stebbings
May 31, 2024
Insight
Lerner: Product-market fit with very few customers does not make a business
“You can have product market fit with six customers, and next year it's seven customers, and you don't have a business.”
Matt Lerner May 31, 2024 ▶ 15:48 Matt Lerner: How to Hire Growth Leaders and Teams and Why in a World of AI | E1159 · 20VC with Harry Stebbings
Jun 21, 2024
Insight
Startups without product-market fit can exit for $400M via traffic arbitrage
“Even if you don't have product market fit, you can sell a business for four hundred million, you know, because if you're just good enough to generate constantly more traffic and it's cheaper to generate or buy traffic than the money you're making, the business…”
Val Scholz Jun 21, 2024 ▶ 23:31 Val Scholz: How Revolut Acquired Their First 10M Users: Tips, Tactics & Strategies | E1168 · 20VC with Harry Stebbings
Jun 28, 2024 negative
Insight
Vasavada: Big Tech Executives Lack Product-Market Fit Experience
“None of these people had to go out and find product market fit. They came into companies where there was already product market fit, and they just had to operate their little part of that company, or big part of that company, where they were kind of keeping it…”
Samir Vasavada Jun 28, 2024 ▶ 23:05 Samir Vasavada: The Real Story of Vise: The Regrets, Mistakes and Mis-Hires | E1171 · 20VC with Harry Stebbings
Jul 10, 2024 positive
Insight
Mahdessian: Build second products immediately after achieving product-market fit
“As soon as the product You are currently building has great product market fit. You have a high degree of success with customers that buy your current product. Then I think you should absolutely, you know, entertain the idea of building the next product.”
Ara Mahdessian Jul 10, 2024 ▶ 31:52 Ara Mahdessian: ServiceTitan Would Not Be the Success if We Raised VC Earlier | E1175 · 20VC with Harry Stebbings
Aug 2, 2024
Insight
Fiechtner: Structure sales teams around product-market fit, not geography
“Be extremely intelligent and design your sales team based on product market fit.”
Ben Fiechtner Aug 2, 2024 ▶ 52:46 Ben Fiechtner: 12-Week Step-by-Step Framework to Crush Every Sales Quarter | E1185 · 20VC with Harry Stebbings
Sep 9, 2024
Insight
Sean Rad: Product-market fit is an iterative process, not a static moment
“So product market fit isn't one moment in time. Product market fit is a constant iterative process.”
Sean Rad Sep 9, 2024 ▶ 13:25 Sean Rad: Lessons Scaling Tinder to the Fastest Growing Consumer Social App in History | E1199 · 20VC with Harry Stebbings
Sep 20, 2024
Insight
Carter: Startups Should Hire First Growth Leader Only After Reaching Product-Market Fit
“In my opinion, Before you have product market fit, you don't even really know if you're building the right product. And then even once you have product market fit, you then need to figure out how do I get this product to scale within the right channel so that …”
Phil Carter Sep 20, 2024 ▶ 4:51 Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
Oct 14, 2024 positive
Insight
Frankel: AI Startups Can Reach Early Product-Market Fit Capital Efficiently
“And even in AI, Like, the teams have to get some kind of product market fit, some before, I think that can still be done reasonably capital efficiently.”
David Frankel Oct 14, 2024 ▶ 48:13 David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
Oct 16, 2024 negative
Insight
Perret: Setting OKRs or revenue metrics before product-market fit is totally wrong
“So the OKR stuff, like putting OKRs in a business way too early is totally wrong. Putting revenue metrics on a company before they've achieved product market fit, totally wrong.”
Zach Perret Oct 16, 2024 ▶ 48:02 Zach Perret: Why ‘Founder Mode’ is the Most Dangerous Blog Post for Founders | E1215 · 20VC with Harry Stebbings
Oct 30, 2024 negative
Insight
Stebbings: Startups miss PMF by expanding ICP too early
“I think the biggest reason why companies I work with don't find product market fit is founders get really nervous pre-launch. They expand the ICP too much, and then it doesn't resonate with anyone.”
Harry Stebbings Oct 30, 2024 ▶ 13:52 Karri Saarinen: How to Grow Capital Efficiently in a World of BS Growth | E1221 · 20VC with Harry Stebbings
Nov 20, 2024
Insight
Sertoglu: Prematurely assuming product-market fit is the biggest scaling impediment
“I think the biggest impediment to that scale for some companies is assuming product market fit prematurely and being tempted into going into hyperscale mode prematurely.”
Cem Sertoglu Nov 20, 2024 ▶ 18:56 Cem Sertoglu: Lessons from the Greatest Venture Investment in European History | E1228 · 20VC with Harry Stebbings
Dec 11, 2024 neutral
Insight
Torsten Reil: Product-market fit is only one-eighth of building a defense prime
“But I had to learn that, that is just a very small part of building a prime. It's like one eighth, maybe, or something. It's product market fit. Then you have to do all the rest.”
Torsten Reil Dec 11, 2024 ▶ 53:25 Torsten Reil, Helsing Founder: Raising $828M to Build the Defence Champion of Europe | E1237 · 20VC with Harry Stebbings
Dec 13, 2024 positive
Insight
Moubeche: Crowded markets indicate existing product-market fit
“But later on, I realized once a market is crowded, it means the product market fit already exists.”
Guillaume Moubeche Dec 13, 2024 ▶ 0:09 Guillaume Moubeche, lempire Founder: Bootsrapping to $30M ARR Through Content & Brand | E1238 · 20VC with Harry Stebbings
Jan 8, 2025
Insight
Founders often fail because they rush into irrational idea selection
“I think that founders are often in such a hurry to found something that they aren't rational enough about what they pick to go and found.”
Dan Gill Jan 8, 2025 ▶ 53:57 Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
Jan 22, 2025
Insight
Sivulka: Founders can brute-force any business to $100M ARR
“Like, you can bring a lemonade stand to a hundred million dollars in ARR. Like, there's nothing that's actually stopped. You can brute force your way as a founder. You screw product market. You can literally brute force anything in the world.”
George Sivulka Jan 22, 2025 ▶ 9:05 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Jan 24, 2025
Disclosure
Carlos Delatorre Lacked the Product Skills to Succeed as CEO
“That was the challenge, frankly, that that I encountered in my CEO journey. I thought I was walking into a, to a situation where the primary you know, the problems were mostly go to market. And sure, there were opportunities for improvement in the go to market…”
Carlos Delatorre Jan 24, 2025 ▶ 56:39 Carlos Delatorre, CRO @Harness: Why Every Sales Rep Should Do Pipeline Generation | E1251 · 20VC with Harry Stebbings
Feb 26, 2025
Insight
Subsidized Service Traction Does Not Equal True Product-Market Fit
“So that's not really product market fit because you're delivering a service that people like, but at the price that people don't want to pay.”
Oscar Pierre Feb 26, 2025 ▶ 5:33 Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
Mar 10, 2025 negative
Insight
Saper: Revenue growth without high margins isn't product-market fit
“What that doesn't tell you is have you used AI to provide a high margin service, right? You can sell a lot of something, but if you haven't figured out a way to have a good business model around it, then it's not really product market fit.”
Jake Saper Mar 10, 2025 ▶ 1:16:50 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Mar 10, 2025
Insight
Saper: Fragmented customer use cases create mirage product-market fit
“One of the cases in traditional SaaS is you're selling a product to a very diverse audience. Who's all using it for different things. And so you think like, oh, I've got product market fit, but the reality is like someone's using your thing for this over here …”
Jake Saper Mar 10, 2025 ▶ 1:16:23 Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
Apr 17, 2025 negative
Disclosure
O'Driscoll: AI startups gain and lose product-market fit repeatedly in two years
“I've had companies acquire and lose product market fit two or three times in a two year period.”
Rory O'Driscoll Apr 17, 2025 ▶ 5:49 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Apr 17, 2025
Insight
Lemkin: Startup product-market fit duration compressed from five years to five weeks
“It used to take you five years to follow the product market fit. Now it can be five weeks.”
Jason Lemkin Apr 17, 2025 ▶ 6:01 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
May 1, 2025 negative
Insight
Stebbings: $400K ARR does not constitute product-market fit
“I see these deals every day in SF, Rory, and they're 400 K in ARR. That's not product market fit.”
Harry Stebbings May 1, 2025 ▶ 1:01:02 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
May 26, 2025
Insight
Pre-PMF investing relies on evaluating personality over data
“I think it just, you know, like before product market fit is really just based on people's personality. I don't know how to make an investment decision based on people's personality.”
Jack Zhang May 26, 2025 ▶ 1:32:44 Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings
May 26, 2025
Insight
Do not over-invest in international expansion without product-market fit
“Don't over invest in international expansion when you don't have part of market fit.”
Jack Zhang May 26, 2025 ▶ 1:27:26 Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings
Jul 27, 2025
Insight
Fanton: Achieving Product-Market Fit Takes 2-3 Years Of Zero Validation
“In reality, I don't think people realize you're two, three years with nothing. Some days you feel like you're the worst, most stupid person, like, in the planet.”
Fernando Fanton Jul 27, 2025 ▶ 12:47 20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
Sep 19, 2025 negative
Opinion
Zhang: Venture capital platform teams cannot accelerate product-market fit
“I think it's basically impossible for any VC to help accelerate the process of getting to PMF. I think the issue is that VCs will sell that they can, but that's not possible.”
Jesse Zhang Sep 19, 2025 ▶ 15:07 20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
Oct 2, 2025 negative
Insight
O'Driscoll: AI startups risk constantly losing product-market fit as models evolve
“Product market fit When you locked into it in SaaS land, you just didn't unlock for 10 years. Whereas here, you can lock in and out of product market fate as the models change, as things, approaches become, and you look back on the product a year ago and you g…”
Rory O'Driscoll Oct 2, 2025 ▶ 1:13:31 Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
Oct 9, 2025 negative
Insight
O'Driscoll: Professional CEOs cannot replace founders to find product-market fit
“If on the other hand, you don't have product market fit, the founder's not working out and you think you're going to hire someone to get the product market fit, you're deluding yourself. Don't spend a second because it's just too hard and too unlikely. You kno…”
Rory O'Driscoll Oct 9, 2025 ▶ 54:09 OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
Jan 19, 2026
Insight
Weinberg: Fast-growing startups cycle through product-market fit and company-market fit
“I see, like, stage one as product market fit, right? Stage two is, like, company market fit. In other words, like, have you created the structures of your company that are the same as traditional, you know, B to B SaaS or whatever, consumer SaaS, whatever you'…”
Winston Weinberg Jan 19, 2026 ▶ 6:46 Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
Feb 2, 2026 negative
Insight
Zeev: Startups lacking PMF after two years should be valued below their seed round
“The very fact that after a year or two they don't have signs of product market fit, maybe it means that, you know, it should be worth less than what it was worth at the seed, because at the seed you had the option value of maybe within a year or two you will h…”
Oren Zeev Feb 2, 2026 ▶ 52:27 Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
Feb 9, 2026
Disclosure
Acharya's Main 2021 Investment Mistake Was Assuming Product-Market Fit
“If there's a mistake that I've made, it's been being a bit too casual about product market fit, and this was more of a 2021 mistake, which is assuming something had product market fit, and perhaps it didn't, and perhaps the founder had a super credible theory,…”
Anish Acharya Feb 9, 2026 ▶ 1:07:06 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Feb 23, 2026
Insight
Swisher: Large capital reserves without product-market fit disadvantage startups
“If you have so much capital and not a lot of product market fit, I'd say you probably had a disadvantage. If you have a lot of capital and insane product market fit that allows you to go hire a huge sales force, that's a huge advantage, right?”
Lucas Swisher Feb 23, 2026 ▶ 41:08 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
May 9, 2026
Insight
Weitzman: Product-Market Fit Requires Iteration, Not Repositioning
“The most important thing for product market fit is not repositioning your product. It just stay in the game. Keep making iterations until it fits like a glove, and then you'll find success.”
Cliff Weitzman May 9, 2026 ▶ 1:33:09 Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
May 11, 2026
Insight
Stebbings: If you have to ask if you have PMF, you don't
“The truth is true product market fit Is so unwavering. Any question of like, oh, do I have it or not? If you have it, you fucking know.”
Harry Stebbings May 11, 2026 ▶ 1:06:42 Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
Jul 20, 2026 negative
Insight
Lin Qiao: Product-market fit no longer guarantees business durability in AI SaaS
“During SaaS time, product market fit and the durable business almost are equivalent to each other. The hardest thing is find product market fit, and then once you find it just scales as fast as you can. Because CPU is a commodity. The infrastructure you build …”
Lin Qiao Jul 20, 2026 ▶ 15:08 The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
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