Many marketers mistakenly start with the goal of creating a new category. However, a new category only emerges as a downstream consequence of a strong, existing demand that is poorly served by all current products. The demand must exist before a new category can be successfully established.
True product demand lies in the gap between what customers are currently doing (observable on their calendar) and their ultimate goals (their mental to-do list). A successful product closes this gap, better aligning a customer's actions with their underlying objectives. This mismatch is where "pull" is found.
Founders often over-index on early user complaints. However, if a product addresses a powerful, unmet demand, users will endure significant flaws. The existence of strong market "pull" is a more important signal than initial product imperfections. The market will effectively fund the product's improvement.
Instead of focusing on AI features, understand the two mental shifts it creates for customers. It either offers a superior method for an existing, tedious task ("a better way") or it makes a previously unattainable goal achievable ("now possible"). Your product must align with one of these two thoughts.
Some of the largest markets address needs customers have completely given up on because no viable solution existed. This powerful latent demand is invisible if you only observe current activities. You must uncover the high-priority goals on their mental "to-do list" that they have quit trying to achieve.
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.
The rapid growth of AI products isn't due to a sudden market desire for AI technology itself. Rather, AI enables superior solutions for long-standing customer problems that were previously addressed with inadequate options. The demand existed long before the AI-powered supply arrived to meet it.