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niq
12-24
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The growth lead at Lovable, the world's fastest-growing AI application company with an ARR of $200 million, shared his insights on growth. After reading this, I feel the AI industry is incredibly exciting. The pace of competition is already more than 10 times faster than in the mobile internet era. 1. PMF (Proof-of-Factory Model) only has a shelf life of three months because the model update cycle is three months. 1. You have to win PMF again every time the model is updated. 2. MVP is dead. Don't release an MLP if it doesn't resonate. 3. SEO is dead. Social media is the only organic growth driver. 4. Aha Moment is dead. Today's products must create a viral sensation; it has to be a Wow Moment. 5. Long-term roadmap is dead. Don't customize a product roadmap longer than 3 months, because everything may have changed, and user expectations may have changed. 6. Abandon the sales team. With 200 million ARR, there's no sales team. 7. Abandon optimizing profit margins. Now is the time to aggressively expand market share; it's not time to make money yet. 8. Abandon late-stage mass users. Focus on early adopters. AI is developing too fast today; most people can't keep up. 9. Technology isn't a moat. The only two moats are release speed and brand favorability. 10. Even giants' moats are extremely fragile. Even a company like OpenAI can collapse within weeks if it can't iterate and develop good models.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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