Every AI Company is Failing at the Same Thing

Every AI company right now is stuck in problem market fit, and most CEOs have no idea. They think revenue means product market fit. It doesn't. In this video I break down the difference between the three stages every company moves through: problem market fit, product market fit, and platform market fit, using what we've learned assessing over 2,000 companies since the MOVE book.

I'll walk through the moment I told a friend his $25 million business was worth less than a competitor doing $5 million, why there's zero loyalty in AI right now, and what it actually takes to build the kind of moat that makes you a platform instead of a point solution.

⏱ TIMESTAMPS
(00:00) Every AI company is in problem market fit
(00:16) What we learned assessing 2,000 companies
(00:53) What problem market fit actually means
(01:38) How a $25M company can still be problem market fit
(01:43) The $25M vs $5M valuation story
(03:19) Product market fit: is it replicable?
(03:57) Why there's no loyalty in AI right now
(04:31) Platform market fit: the gold mine
(05:39) Why most CEOs miss where they actually are
(06:11) Early meetings vs revenue vs the moat
(07:41) Why companies get stuck at $3M to $20M

📌 Take the GTM assessment at runongtmos.com/move to find out which stage you're actually in.