Putting an early startup idea in front of real customers
The Founders work group compares what worked and what didn't at Twitch, Pinterest, Notion, Socialnet and Coda.
Updated
Go out to learn rather than to confirm, watch who comes back on their own, then ask them why.
- Ask about their problems. Emmett Shear interviewed streamers and followed each feature request by asking how their life would be better. Customers know their problems but are bad product designers, he says. His cheap check is to name the five people a product is for and be one of them or have their phone numbers.
- Watch who returns unasked. Ben Silbermann's Silicon Valley friends shrugged at Pinterest, while a small group in Iowa and in creative fields used it to plan homes and meals. He would ship one thing worth a stranger's time, and set in advance the months and dollars you'll spend before a small group should be coming back on their own.
- Test the form the idea takes. Ivan Zhao says Notion spent years on a developer tool most people didn't care about. Looking back, he would first have asked friends and small teams what they use every day and what they keep fighting with.
- Count repeat use. Reid Hoffman would write the idea as a thesis of testable beliefs and launch a version you're embarrassed by. Socialnet got good reviews but paid too little attention to whether users engaged with each other, and he counts repeated use as validation.
- Judge feedback against the vision. Shishir Mehrotra's first customer team at Coda stopped using it and handed over about 30 fixes. Coda chose not to build them right away. He would aim for 40% of users saying they'd be very disappointed to lose the product.
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Founders
Frequently Asked Questions
What are the signs of product-market fit?
A small group who would be upset to lose the product, then growth you can explain, from users who look like the market you want to win. Fit rarely arrives as one moment.
How is early traction different from product-market fit?
Traction responds to a launch, press or founder effort and fades when that stops. Fit keeps compounding through the product's own loop, and the love repeats with strangers who match the first fans.
What should you do when product-market fit isn't coming?
Make the next attempt a bounded test with a target and a deadline the cash can cover, check that the test was fair, and change course on a miss. With no promising group or runway left, return the capital.
How do you pressure-test a startup idea?
Set a behavior bar before the team gets attached, put an early version into someone's real work, and write down the ways the company could fail even if early users love it.
When should a founder drop an idea?
When people who have the problem can find the product, try the full version and still don't come back. Low signups and investor doubt alone are weak reasons to quit.
How do founders find a problem worth solving?
Start from a problem you will care about for years, find people whose behavior shows they have it too, and know why you can make progress where others see risk.
What should a first-time founder do first?
Start, choose a cofounder with care and get something in front of strangers early. The group splits on whether research or a rough product comes first.
How do you size a market before building?
Start from a behavior people already have, ask what has kept anyone from winning the market, and let growth or repeat use tell you its size.
How does a startup stand out in a crowded market?
Pick one experience people return to, start with the people whose choice brings everyone else, and check whether users come back for a second job.
Where can an AI startup win against the model companies?
Around what takes sustained work to copy: a group's accumulated taste, a team's workflow, trust between people or a creator's audience.
How do you choose a consumer products category?
Look for a need people already recognize, evidence that they act on it, and unit economics that work across the whole purchase cycle.


