TL;DR: PMF or Product-Market Fit is not a singular fit, but in fact two sequential fits. First, you need to achieve Product to Problem Fit or PPF (where you validate that your solution is able to address problems for a set of customers), and then you need to achieve (Go-to-Market) Motion to Market Fit, or MMF (where you can reliably, affordably, acquire lookalikes of the above customers to build a …
Sajith Pai
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Podcast Notes & Highlights: Cem Sertoglu, Bek Ventures, on 20VC w Harry Stebbings
Enjoyable listen this, as Harry Stebbings interviews Cem Sertoglu, an elite European seed investor, who led, very likely the single best seed deal on the continent, the UiPath investment, where he has turned $16.5m invested (the last $10m written as part of the Series B round “with our hands shaking at the time”) into $2.1b. Whoa! Cem (pronounced as Gem) shares a behind the scenes look at the UiPath investment …
Podcast Notes: Chris Paik, Pace Capital, on Turpentine VC, w Erik Torenburg
12 November 2024 | Link to podcast episode
Surprisingly good podcast episode. I encountered Chris Paik first on a Invest Like the Best podcast episode which was interesting as well, and then again recently when his post ‘The End of Software’ went viral. He is an interesting thinker as you will see from the highlights of this episode.
A few points which stood out:
- On Thrive Capital, his previous employer,
PMF Convo #19 – Romita Mazumdar, Foxtale
In my latest PMF Convo interview, I spoke to Romita Mazumdar, founder & CEO of beauty products co Foxtale. Romita is a VC analyst turned founder, who started Foxtale during the COVID-19 pandemic, speaking to 900+ women and 100+ brands to figure out the specific sub-problem she wanted to attack in the beauty space. Her earned insight was that Indian customers want instant gratification, and efficacy, and she designed …
Podcast Notes: Matt Cynamon, USV, on ‘AI & I’ with Dan Shipper
30 October ’24 | Link to podcast and transcript
One of the more interesting podcast interviews I have consumed in the past months / yr. Matt Cynamon the ‘Head of Library Sciences’ at Union Square Ventures comes on the AI + I podcast with Dan Shipper to talk about all the cool AI stuff they are cooking up at Union Square Ventures (USV).
You may have seen the OH (overheard) …
Podcast Notes: Eli Schwartz, SEO guru, on the Lenny Rachitsky Podcast
19 September 2024 | Link to podcast + transcript.
Loong episode at nearly 2 hours, but worth a watch for any founder / operator wrestling with SEO or content. Eli is one of the foremost thinkers in the SEO space today, author of the book ‘Product-Led SEO’ and advisor to Zapier, Tinder, LinkedIn etc.
In the podcast, he covers how AI / LLMs will impact search / SEO. Effectively …
Smart productivity vs wisdom productivity
[A rather reflective post, this Diwali week!]
Beyond the usual time management tips and hacks, of instilling atomic habits, and of getting things done – the world of James Clear, Tiago Forte and David Allen and similar purveyors of ‘smart productivity’ advice – lies the more rarified world of ‘wisdom productivity’. This is the world of Oliver Burkeman and ‘Four Thousand Weeks’, of Celeste Hadlee and ‘Do Nothing’. …
Podcast Notes & Thoughts: Lulu Meservey on Colossus’ Invest Like The Best
Lulu Cheng Meservey is the founder of Rostra, the ‘PR’ firm du jour, and the high priestess of the ‘go direct’ movement, where founders are encouraged to front the message about their co to the world, instead of relying on internal or external PR teams to front their point of view. I first came across Lulu on Twitter when Dwarkesh Patel thanked her for connecting him to Daniel Yergin…
Podcast Notes: Ben Braverman, Thomson Nguyen, and Max Altman of Saga Ventures on Venture Unlocked
Link to podcast and transcript, organised by Venture Unlocked. The podcast was published 26 September 2024.
Saga Ventures raised $125m for their first fund. In this episode, the three cofounders and Partners, Ben Braverman (ex Flexport), Thomson Nguyen (Square), and Max Altman (Alt Capital) talk to host Samir Kaji on their fundraise, and the experience of raising in a tight fundraising market.
What I found interesting –
- Fundraising
- Samir
Podcast Notes & Highlights: Daniel Yergin on the Dwarkesh Podcast
Link to podcast + transcript. The episode was published on 18 September 2024.
Daniel Yergin is an oil / energy expert and author of ‘The Prize’, which is an acclaimed history of oil (and as Dwarkesh says, a parallel history of the 20th century too). I havent read the book. It is there in the bookshelf somewhere waiting to be read. For now this podcast will do. …