Product Market Fit Collapse: The AI Tipping Point w/ Casey Winters

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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