Using a child's toy analogy, demand is a pre-existing hole (e.g., a star shape) and your product is the block. Founders fail when they build a block and then search for a hole it fits. The real job is to first deeply understand the shape of the hole, then craft a block that fits it perfectly.

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Founders who have truly 'found' demand can break free from copying other startups' playbooks. They can confidently deploy unique tactics in product or marketing that seem strange to outsiders but perfectly fit their specific, proprietary understanding of customer needs, leading to outsized success.

Successful startups tap into organic customer needs that already exist—a 'pull' from the market. In contrast, 'conjuring demand' involves a founder trying to convince a market of a new worldview without prior evidence. This is a much harder and less reliable path to building a business.

Founders mistakenly treat their product idea as fixed while searching for customers. The correct mindset is the reverse: customer needs are a fixed reality. Your product is the variable you must shape to fit that reality, not the other way around.

When a startup finally uncovers true customer demand, their existing product, built on assumptions, is often the wrong shape. The most common pattern is for these startups to burn down their initial codebase and rebuild from scratch to perfectly fit the newly discovered demand.

Technical founders often create a perfect solution to a real problem but still fail. That's because problem-solution fit is useless without product-market fit. An elegant solution that isn't plugged into the market—with the right GTM, pricing, and messaging—solves nothing in practice. It's unheard and unseen.

Instead of searching for a market to serve, founders should solve a problem they personally experience. This "bottom-up" approach guarantees product-market fit for at least one person—the founder—providing a solid foundation to build upon and avoiding the common failure of abstract, top-down market analysis.

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.