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

Module 2 · Sun 19 Jul

Strategy = resource allocation. Paisa, aalunga enga podura? 70-20-10 rule: 70% core product, 20% expansion ideas, 10% moonshots. Startups proof, learning mela focus; big companies moonaiyum balance pannum.

• Ideas ah classify pannu: big bets, pilots, optimisation bets, illa avoid - confidence, upside ah poruthu.
• PM dhaan gatekeeper: evidence, usage vechu kill, hold, illa double down - sunk cost ah vechu illa.
• B2B: point solution ah start panni, platform ah valarndhu, switching cost ah yethu. Slack keezha irundhu spread aachu (land and expand); Zoom enterprise buyers kittayum vithuchu.

Common B2B mistakes: seekiram scale panradhu, ellarukkum serve panradhu, local metrics pinnaadi odradhu, discount la cash burn panradhu. AI PM velaiya coordination la irundhu judgment, taste, prototyping pakkam maathudhu. Dark mode example: feature request ku yes sollura munnadi, adhukku pinnaadi irukura real need ah kandupidi.

Innum rendu class ideas: execution realism - nijama enna build aagum nu predict pannu, scope amaidhiya perusaagum; Airbnb 11-star experience - absurd ah perfect experience ah imagine panni, pinnaadi irundhu product steps ku vaa (Steve Jobs, iPhone innoru bold intuition example).

Class interview case - Spotify Podcasts: wedge + moat + trade-off + success metric + guardrail metric nu answer pannu, growth loop thedu. Blinkit exercise la kettadhu: target yaaru, yen start pannuraanga, time aaga aaga edhu strong aagudhu?