Founders misuse the Henry Ford quote to justify ignoring user research. It wrongly equates a customer's underlying problem (demand), which is supply-agnostic, with their desire for a specific solution (supply). True innovation serves existing demand with a better supply, like a car fulfilling the need to travel.
Asking users for solutions yields incremental ideas like "faster horses." Instead, ask them to tell detailed stories about their workflow. This narrative approach uncovers the true context, pain points, and decision journeys that direct questions miss, leading to breakthrough insights about the actual problem to be solved.
Users aren't product designers; they can only identify problems and create workarounds with the tools they have. Their feature requests represent these workarounds, not the optimal solution. A researcher's job is to uncover the deeper, underlying problem.
While customer feedback is vital for identifying problems (e.g., 40% of 911 calls are non-urgent), customers rarely envision the best solution (e.g., an AI voice agent). A founder's role is to absorb the problem, then push for the technologically superior solution, even if it initially faces resistance.
Large companies often identify an opportunity, create a solution based on an unproven assumption, and ship it without validating market demand. This leads to costly failures when the product doesn't solve a real user need, wasting millions of dollars and significant time.
In AI, low prototyping costs and customer uncertainty make the traditional research-first PM model obsolete. The new approach is to build a prototype quickly, show it to customers to discover possibilities, and then iterate based on their reactions, effectively building the solution before the problem is fully defined.
This reframes the fundamental goal of a startup away from a supply-side focus (building) to a demand-side focus (discovery). The market's unmet need is the force that pulls a company and its product into existence, not the other way around.