Looking at Twitter over the last year, I’m realising it had great Product-Market-Fit (PMF) but never great Business-Model-Fit (BMF)

Millions use Twitter for consumption, and creators use it to increase distribution and followers.

But Twitter itself has been unable to maximize monetisation of its users/creators. This was true of web browsers too (Netscape really made $$$ on the Server suite, not the consumer browser).

At Twitter (now X), Elon is trying to fix this monetisation black hole. If anyone can, he can. I don’t know how and that’s a $44 Billion Q.

Too many investors (me too) often sit on our high chairs and pontificate on PMF. But PMF without a strong ability to monetise (BMF) is incomplete.

Many startups in India end up layering product/services marketplaces on top. Some others layer ads or affiliate marketing.

Zomato: PMF = Discovery + Menus. BMF = delivery.

Zerodha: PMF = Free Trading acct. BMF = F&O, etc.

Google Maps: PMF = Directions for individual users. BMF = Enterprise Mapping (Uber, Dunzo, etc).

Did I miss any other popular examples?
Would love for you to add.

Let’s get back to you and your startup…What is your PMF? What is your BMF? Is it the same?

#startups #entrepreneurship #PMF #BMF #funding #ProductMarketFit #BusinessModelFit

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