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The company emerged organically not from its initial idea—a Clubhouse for companies—but from the underlying audio/video infrastructure built to power it. When the app failed to gain traction, the developer-focused backend stack was the true source of value and product-market fit.

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Shure's founders pivoted back to their original EOR concept, which failed years prior due to a lack of automation infrastructure. The recent maturity of AI agents and stablecoin rails made the initial vision feasible, showing that timing and technological readiness are critical for an idea's success.

Juicebox's initial product went viral, gaining 100 paid users overnight. However, high churn revealed the product was weak. The team correctly interpreted this not as failure, but as "message-market fit"—proof they were solving a real pain point, which gave them the conviction to keep building.

On the same day, LiveKit's founder faced a "we're going to kill you" ultimatum from a tech giant, only to receive an email from OpenAI revealing they'd secretly built their voice mode on LiveKit. This illustrates the extreme serendipity and volatility of the startup journey.

While competitors tried to build a social network and a recording tool simultaneously, Metal focused exclusively on creating the best video capture tool. By solving a critical user pain point first, they achieved massive scale (tens of millions of users), which they then leveraged to bootstrap a thriving social network on top of existing user behavior.

The founders got into YC with a music app that had 50,000 users but poor retention, proving they could build and attract users. Their strong co-founder bond and willingness to pivot were key. YC invested in their proven ability to execute, not their specific (and flawed) initial idea.

Contrary to conventional startup advice, Figma's founders began with a fascination for a technology (WebGL) and then searched for a problem to solve. This technology-first approach, a hammer looking for a nail, led them to explore various failed ideas like face-swapping before eventually landing on collaborative design tools.

Major tech successes often emerge from iterating on an initial concept. Twitter evolved from the podcasting app Odeo, and Instagram from the check-in app Burbn. This shows that the act of building is a discovery process for the winning idea, which is rarely the first one.

LiveKit was focused on live streaming until OpenAI secretly signed up with a personal email and built its voice interface on their platform. This unexpected use case from a major player pivoted the entire company, showing how market-defining opportunities can come from outside your target vertical.

Success isn't linear. Mobile gaming giant Supercell didn't start with mobile games, and drone delivery firm ZipLine began with a robotic toy. This shows that foundational failures in one area can be the necessary learning experiences that lead to market-defining success in another.

Originally a video conferencing infrastructure provider, LiveKit's trajectory transformed after its technology was used for ChatGPT's voice feature. This pivot into a core component of the voice AI stack made it an 'accidental AI company' and propelled it to a unicorn valuation, illustrating how foundational tech can find massive new growth in AI.

LiveKit's Success Came from the Infrastructure of a Failed App | RiffOn