Giacomo Balli profile picture
Giacomo Balli
The Second Opinion

For owners and CEOs about to spend serious money on software, AI, an app, or a vendor.
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PMF is no longer something you "achieve"

PMF is no longer something you "achieve"; it's something you re-earn continuously. If last month's PMF can expire, what exactly were you congratulating yourself for?

A lot of teams still treat PMF like a certificate: you get it, you scale, you defend it with a roadmap.

That was a reasonable model when the product surface changed slowly, distribution channels were stable, and competitors shipped in quarters.

AI-native products don't live in that world. When OpenAI or Anthropic changes model behavior, your "best-in-class" flow can quietly degrade. When Apple or Google tweaks placement, onboarding that used to convert stops converting. And when users get used to a new baseline elsewhere, they bring that expectation back to you without warning.

So PMF behaves less like a milestone and more like latency-sensitive alignment: small drifts compound until they show up as support tickets, churn, and a suddenly "mysterious" CAC spike.

The teams that get hurt aren't the ones who ship slowly. They're the ones who ship durable plans for a moving target.

The uncomfortable part: "wrong but fast" can look like irresponsibility, right up until your durable roadmap becomes the risky choice.

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Published: Tue, Feb 3 2026 @ 1:00:00
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