Product strategy advice: what has held and what changed

By Arun Agrahri · Published

As of Q3 2026 Next refresh January 2027

The product strategy advice the most experts agree on: bet on strong long-term trends, and move early when technology shifts your market. 11 experts say it, from Aaron Levie in 2017 to Bill Gurley in 2025. We read 239 product strategy quotes from 64 experts, each from a dated recording, and sorted them into 20 pieces of advice. 19 were said before 2024 and again in 2025 or later, by at least two people. None shows up only from 2025 on.

Questions
104
Quotes
239
Experts
64
Recorded
2011–2026

What founders ask

We sorted 52,235 comments from three founder YouTube channels into the 22 founder problems. 104 of the 3,016 founder questions were about product strategy (3.5%), rank 12 of 22. 79 came from Alex Hormozi's audience.

“I'm 41 minutes in, and I am very disappointed. Why focus on the orgs he worked in, and not ask about how he thinks about building products that customers will.pay.for, what are his key questions, etc. If he was to.work for a brand new company, how would he go about building killer features.”
Comment on "The happiness and pain of product management | Noam Lovinsky (Grammarly, FB, Thumbtack, YT)" · Lenny's Podcast · Mar 2024
“Question: Can you explain where the line is between selling the accessories to go with ‘Susie's running shoes’ and falling into a Woman in the Red Dress trap? Like, where does expanding product offerings start to dip into accidentally getting into a diff business?”
Comment on "Pending" · Alex Hormozi · Aug 2024
“Intresting to know how the short term lift might not have any impact in the longterm but the question is how to actually strategize for longterm when short term lifts can be entirely relied on. Also in this world where AI is changing the way businesses are done so it makes it difficult to plan for something for 20 years now”
Comment on "Breaking the rules of growth: Why Shopify bans KPIs, optimizes for churn, and prioritizes intuition" · Lenny's Podcast · Nov 2024
“A question I always wanted to ask people like Tony is - how do you reconcile ‘building for pain points’ and creatively imagining what the next device would look like grounded in technological evolution (eg ‘we will still need a screen!’), but without the context of pain point and people needs.”
Comment on "Tony Fadell on the product judgment AI can’t replace" · Lenny's Podcast · Jun 2026

Time-tested

Said by at least two experts, at least once before 2024 and again in 2025 or later. The first one has the most experts behind it. The others follow in the same order. Each shows an early and a recent quote, from two different people where the data allows.

  1. Bet on strong long-term trends, and move early when technology shifts your market.

    11 experts · 22 quotes · 2017 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 2 quotes 2018: 0 quotes 2019: 2 quotes 2020: 0 quotes 2021: 1 quote 2022: 1 quote 2023: 1 quote 2024: 5 quotes 2025: 6 quotes 2026: 4 quotes

    20112026

    “always sort of look for these changing technology factors because any Market that has a a significant change”
    Aaron Levie · 2017 · Building for the Enterprise with Aaron Levie (How to Start a...
    “no matter what your endeavor is, you need to be playing with this tool. It's a modern tool.”
    Bill Gurley · 2025 · Bill Gurley — The AI Era, 10 Days in China, & Life Lessons from Bob...

    Quoted: Aaron Levie, Alex Rampell, Andrew Chen, Andy Grove, Bill Gurley, Brad Jacobs, Ethan Smith, Jason Lemkin, Jeff Jordan, Rory O'Driscoll, and Shaan Puri.

  2. Look for markets where current products frustrate, overcharge or ignore customers.

    10 experts · 12 quotes · 2017 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 1 quote 2018: 0 quotes 2019: 0 quotes 2020: 0 quotes 2021: 1 quote 2022: 1 quote 2023: 1 quote 2024: 1 quote 2025: 6 quotes 2026: 1 quote

    20112026

    “you want your technology to work across all of the platforms so that way you can work with so many different kinds”
    Aaron Levie · 2017 · Building for the Enterprise with Aaron Levie (How to Start a...
    “you look see where is there a system and where is there a flaw in the system where I can begin”
    Seth Godin · 2026 · Seth Godin: How to Build a Brand AI Can’t Replace

    Quoted: Aaron Levie, Alex Hormozi, Alex Rampell, Alfred Lin, Bill Gurley, Greg Isenberg, Jason Fried, Jen Abel, Richard Rumelt, and Seth Godin.

  3. Judge the product by the outcomes it creates, not by the features you ship.

    10 experts · 11 quotes · 2018 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 0 quotes 2018: 1 quote 2019: 0 quotes 2020: 0 quotes 2021: 1 quote 2022: 1 quote 2023: 1 quote 2024: 3 quotes 2025: 1 quote 2026: 3 quotes

    20112026

    “make measurement a part of your product spec”
    Michael Seibel · 2018 · Michael Seibel - Building Product
    “Here's a way to look at an SMB product today. Is your ARPU 50% or higher than it was pre-AI?”
    Jason Lemkin · 2026 · Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data...

    Quoted: Andrew Chen, Bob Baxley, Claire Vo, Jason Lemkin, Marty Cagan, Melissa Perri, Michael Seibel, Peter Sellis, Ronny Kohavi, and Tara Seshan.

  4. Stay in direct, ongoing contact with users and learn their problems firsthand.

    9 experts · 9 quotes · 2020 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 0 quotes 2018: 0 quotes 2019: 0 quotes 2020: 1 quote 2021: 0 quotes 2022: 0 quotes 2023: 2 quotes 2024: 2 quotes 2025: 1 quote 2026: 3 quotes

    20112026

    “terms of a ongoing commitment of time per week that you're gonna do for the life of your company”
    Rob Fitzpatrick · 2020 · The power of customer research with the author of The Mom Test Rob...
    “I don't think a founders's taste matters. I think their customer's taste is what matters.”
    Teresa Torres · 2026 · #63 Teresa Torres - Taste won't save your product

    Quoted: Bill Gurley, Evan Spiegel, Gustaf Alströmer, Jeff Jordan, Karri Saarinen, Marty Cagan, Rob Fitzpatrick, Teresa Torres, and Uri Levine.

  5. Build for one specific customer group before you try to serve the whole market.

    8 experts · 11 quotes · 2017 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 1 quote 2018: 0 quotes 2019: 0 quotes 2020: 0 quotes 2021: 1 quote 2022: 2 quotes 2023: 3 quotes 2024: 1 quote 2025: 1 quote 2026: 2 quotes

    20112026

    “you want to find the wedge that is sort of the very natural place where you can create a product”
    Aaron Levie · 2017 · Building for the Enterprise with Aaron Levie (How to Start a...
    “Who's it for is the first question. The second question is what's it for? Don't start with what's it for. Start with who's it for?”
    Seth Godin · 2026 · Seth Godin: How to Build a Brand AI Can’t Replace

    Quoted: Aaron Levie, Andrew Chen, April Dunford, Evan Spiegel, Karri Saarinen, Madhavan Ramanujam, Seth Godin, and Tom Blomfield.

  6. Plan in cycles of weeks or months, not multi-year roadmaps.

    8 experts · 10 quotes · 2023 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 0 quotes 2018: 0 quotes 2019: 0 quotes 2020: 0 quotes 2021: 0 quotes 2022: 0 quotes 2023: 1 quote 2024: 0 quotes 2025: 2 quotes 2026: 7 quotes

    20112026

    “Every six weeks, we rethink what we're going to do next.”
    Jason Fried · 2023 · Jason Fried challenges your thinking on fundraising, goals, growth,...
    “To me it's like the ideal is two to three months. can't be too bigrained and be like this is the future”
    Tara Seshan · 2026 · Stop planning for 2027: how OpenAI builds product 90 days at a time

    Quoted: Brad Jacobs, Claire Vo, Dylan Field, Elena Verna, Jason Fried, Jenny Wen, Marty Cagan, and Tara Seshan.

  7. Design AI products around the model and the user's task, not a blank chat box.

    7 experts · 13 quotes · 2022 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 0 quotes 2018: 0 quotes 2019: 0 quotes 2020: 0 quotes 2021: 0 quotes 2022: 1 quote 2023: 0 quotes 2024: 1 quote 2025: 1 quote 2026: 10 quotes

    20112026

    “i think the interesting things around ai is not to solve the complete problem but to augment human intelligence”
    Alfred Lin · 2022 · ETL Speaker Series: Alfred Lin, Sequoia Capital
    “understanding the context and giving you different affordances based on that is something that you know we're thinking a lot about”
    Ian Silber · 2026 · Chatbots are not the final interface: OpenAI's Head of Design on...

    Quoted: Aaron Levie, Alfred Lin, Ben Horowitz, Dylan Field, Ian Silber, Jenny Wen, and Karri Saarinen.

  8. Build in a field you know firsthand, around a problem you have lived.

    7 experts · 9 quotes · 2018 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 0 quotes 2018: 1 quote 2019: 1 quote 2020: 0 quotes 2021: 0 quotes 2022: 0 quotes 2023: 0 quotes 2024: 2 quotes 2025: 4 quotes 2026: 1 quote

    20112026

    “whereas if you've been working in the industry for five years your first guesses will be pretty good.”
    Rob Fitzpatrick · 2018 · Start-up advice & How to talk to customers with Rob Fitzpatrick...
    “I always start companies because I said, "This is a nightmare. I have experienced this nightmare and I want to solve solve this nightmare”
    Claire Vo · 2026 · She Staffed Her Profitable Startup With AI Agents | Claire Vo, ChatPRD

    Quoted: Alex Rampell, Amjad Masad, Claire Vo, Jake Knapp, Meng To, Naval Ravikant, and Rob Fitzpatrick.

  9. Compare several solutions and test them in small steps before you commit to one.

    7 experts · 8 quotes · 2019 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 0 quotes 2018: 0 quotes 2019: 1 quote 2020: 0 quotes 2021: 0 quotes 2022: 3 quotes 2023: 1 quote 2024: 2 quotes 2025: 0 quotes 2026: 1 quote

    20112026

    “the best way to guard against what you think is the obvious solution is to work with multiple solutions”
    Teresa Torres · 2022 · Build better products with continuous product discovery | Teresa...
    “being prolific and being um more like empirical is way more important than being um like maybe more academic or theoretical.”
    Tara Seshan · 2026 · AI's third era: the rise of persistent AI coworkers | Tara Seshan

    Quoted: Andy Grove, Dylan Field, Judd Antin, Melissa Perri, Ronny Kohavi, Tara Seshan, and Teresa Torres.

  10. Write a concrete vision of the future and the step-by-step path to reach it.

    6 experts · 8 quotes · 2022 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 0 quotes 2018: 0 quotes 2019: 0 quotes 2020: 0 quotes 2021: 0 quotes 2022: 2 quotes 2023: 2 quotes 2024: 1 quote 2025: 1 quote 2026: 2 quotes

    20112026

    “a vision should be concrete enough where people can picture what it will be in their head”
    Melissa Perri · 2022 · How to create a winning product strategy | Melissa Perri
    “And your job, you know, as a as a founder, a founding team, a management team, is to connect the dots along the way”
    Alfred Lin · 2026 · Sequoia's Alfred Lin: "Software Code Is No Longer a Moat" | 2026...

    Quoted: Alfred Lin, Dylan Field, Eli Schwartz, Katie Dill, Melissa Perri, and Tara Seshan.

  11. Decide the hard trade-offs and top goals up front, then hold to them.

    6 experts · 8 quotes · 2015 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 1 quote 2016: 0 quotes 2017: 0 quotes 2018: 0 quotes 2019: 0 quotes 2020: 0 quotes 2021: 0 quotes 2022: 0 quotes 2023: 1 quote 2024: 0 quotes 2025: 1 quote 2026: 5 quotes

    20112026

    “choose what to suck at and figure out the trade-offs that you need to make”
    Bob Moesta · 2023 · The ultimate guide to JTBD | Bob Moesta (co-creator of the framework)
    “what makes each one of these different than a principle is that they're a hard line in the sand”
    Bob Baxley · 2026 · The Courage to Design - Bob Baxley

    Quoted: Aaron Levie, Bob Baxley, Bob Moesta, Caitlin Kalinowski, Evan Spiegel, and Jake Knapp.

  12. Train your taste by studying great work, and trust it alongside the data.

    6 experts · 7 quotes · 2019 to 2026

    2011: 0 quotes 2012: 0 quotes 2013: 0 quotes 2014: 0 quotes 2015: 0 quotes 2016: 0 quotes 2017: 0 quotes 2018: 0 quotes 2019: 1 quote 2020: 0 quotes 2021: 0 quotes 2022: 0 quotes 2023: 0 quotes 2024: 2 quotes 2025: 1 quote 2026: 3 quotes

    20112026

    “read books study philosophy go to art museums learn about what's beautiful and meaningful to you”
    Ken Kocienda · 2019 · Inside the Apple Factory: Software Design in the Age of Steve Jobs
    “some of steering I think is about certainly like what the data tells you, but a lot of it is about making an opinionated call.”
    Tara Seshan · 2026 · AI's third era: the rise of persistent AI coworkers | Tara Seshan

    Quoted: Bill Gurley, Dylan Field, Ken Kocienda, Meng To, Seth Godin, and Tara Seshan.

More time-tested advice

The rest of the time-tested advice, with its early and its recent expert. Each name links to the quote.

What changed

New advice is said by at least two experts, every time in 2025 or later.

No advice meets that bar this quarter.

How the questions moved

Product strategy's share of all founder questions in each half-year, with a 95% range.

  • H2 2023 3.8%
  • H1 2024 3.1%
  • H2 2024 2.9%
  • H1 2025 4.3%
  • H2 2025 4.5%
  • H1 2026 4.9%
  • H2 2026 (to Sep) 1.7%

Dark bar: share of founder questions. Light band: 95% range.

The share was highest in H1 2026 (4.9%, 17 questions) and lowest in H2 2026 (to Sep) (1.7%, 2 of 117). The ranges overlap, so the change may be chance.

Where experts disagree

Two named experts give opposite product strategy advice in 5 places. Each split comes from a Gavel framework page. All splits

  1. Think it through or ship and watch?

    Peter Thiel

    holds that intelligent design beats Darwinism, and that iterating at random does not get you from zero to one. The answer comes first.

    Garry Tan

    is the counterweight: the fastest way to learn what is true is to ship something ugly and watch what happens.

    From The Contrarian Question

  2. Is discovery a team capability, or the founder and five users?

    Marty Cagan

    describes a model where teams are given problems, not features, and anyone in the building can run discovery and land on something that works for the customer and the business. Installing the titles and the ceremonies without that is why most adoptions change nothing.

    Garry Tan

    is describing a company that has none of that yet: ship the jankiest version, filter a hundred curious people down to the five or six with a hair-on-fire problem, and let their reaction decide what is real. Discovery at that stage is the founder and five users, not a capability you distribute.

    From The Product Operating Model

  3. Win the fight, or avoid it?

    Richard Rumelt

    assumes you will have rivals and tells you how to beat them. Diagnose the crux, concentrate force at the decisive point, and apply a named source of power such as leverage or focus. Competition is the terrain, not a mistake.

    Peter Thiel

    calls competition a loser's game. Profits get bid away in a crowded market and companies converge on each other, so the real move is to build something new enough that nobody is standing there to fight.

    From Good Strategy, Bad Strategy

  4. Hold the core, or leave it behind?

    Andy Grove

    ran the test and left. Intel pioneered semiconductor memory, and when Japanese manufacturers became a 10x force in it, Grove exited the business the company had invented. A real inflection point does not respect what you are known for.

    Jim Collins

    found the opposite pattern in the companies that made the leap. They picked the one intersection of what they could be best in the world at, what drove the economics and what they cared about, then said no to everything outside it for decades.

    From Strategic Inflection Points

  5. Does alignment prove the strategy is good?

    Melissa Perri

    diagnoses strategy by walking the organization and asking every team what they are building and why. Convergent answers that trace up to a business metric mean the strategy was deployed; scattered answers mean it never left the slide. She runs the same probe on the vision, and a statement nobody can elaborate on is a tagline.

    Richard Rumelt

    would call a company that recites one story aligned but not strategic. His four hallmarks of bad strategy include fluff and goals mistaken for a plan, and his heuristic is to strip the buzzwords and see whether anything substantive remains. On that reading a well-cascaded slogan is the more dangerous case, because the alignment makes it look solved.

    From The Strategy Alignment Test

Frameworks

Gavel pages that apply one expert's product strategy framework, with their own quotes and sources.

Other advice

Advice that one expert gives, or that has no quote from before 2024 yet. Not counted above.

  • Build AI products for what models will do in a few months, not only today.

    Too soon to call · Amjad Masad, Ian Silber, Jenny Wen, and Tara Seshan · 6 quotes, 2024–2026

Method

  1. Quotes: 239 verified quotes from Gavel's expert cards tagged with product strategy. Each quote was checked word for word against the recording, and each card links to the moment it was said. 64 people are quoted.
  2. Dates: a quote is dated by its recording's upload date on YouTube. An old talk uploaded late counts from the upload. 68 quotes are from before 2024 and 129 from 2025 or later.
  3. Advice: we read every quote and wrote 20 short statements of advice. A classifier (Jev) then placed each quote under one statement, or under none. It agreed with our own reading on 200 of 239 quotes. 177 quotes landed under a statement.
  4. Quotes shown: for each piece of advice we show quotes where the classifier and our own reading agree. We skip a quote that is too short to state the advice on its own. It still counts.
  5. Time-tested: at least two experts, with one quote from before 2024 and one from 2025 or later. New: at least two experts, with every quote from 2025 or later. Both cut-off years move forward when a new year starts.
  6. Questions: 52,235 comments from a16z, Alex Hormozi and Lenny's Podcast, from the second half of 2023 to September 2026. A classifier (Jev) marked which ones ask for help and sorted those into the 22 founder problems. The ranges are 95% Wilson intervals.
  7. Limits: the quote mix follows which recordings Gavel holds, and 129 of 239 quotes are from 2025 or later. Advice can look new only because older recordings of it are missing. Most questions come from one channel's audience.
  8. Refresh: every quarter we add new quotes and questions and rerun the counts. This page is as of Q3 2026. Next refresh: January 2027.

Cite

Cite as: Arun Agrahri, “Product strategy advice: what has held and what changed,” Gavel, as of Q3 2026, https://usegavel.com/research/what-founders-ask/product-strategy

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