Part 2: Bet sizing, B2B strategy and PM in the AI era

Module 2 · Sun 19 Jul

Strategy = resource allocation. Aap apna paisa aur log kahan lagate ho? 70-20-10 rule: 70% core product, 20% expansion ideas, 10% moonshots. Startups proof aur learning par focus karte hain; badi companies teeno ko balance karti hain.

• Ideas classify karo: big bets, pilots, optimisation bets, ya avoid - confidence aur upside ke hisaab se.
• PM gatekeeper hai: evidence aur usage ke basis par kill, hold ya double down, sunk cost ke basis par nahi.
• B2B: point solution se shuru karo, platform mein grow karo, aur switching costs badhao. Slack bottom-up phaila (land and expand); Zoom ne enterprise buyers ko bhi becha.

Common B2B mistakes: bahut jaldi scale karna, sabko serve karna, local metrics ke peeche bhaagna, discounts par cash jalana. AI PM ke kaam ko coordination se judgment, taste aur prototyping ki taraf shift kar raha hai. Dark mode example: haan kehne se pehle feature request ke peeche ki real need dhoondo.

Class ke do aur ideas: execution realism - predict karo ki actually kya build hoga, kyunki scope chupke se badh jaata hai; aur Airbnb ka 11-star experience - ek absurdly perfect experience imagine karo, phir wahan se peeche product steps tak aao (Steve Jobs aur iPhone bold intuition ka doosra example tha).

Class interview case - Spotify Podcasts: jawab do wedge + moat + trade-off + success metric + guardrail metric ke saath, aur growth loop dhoondo. Blinkit exercise ne poocha: target kaun hai, woh kyun start karte hain, aur time ke saath kya strong hota hai?