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Не ищите идеальную идею. Тестируйте гипотезы

МАРГУЛАН СЕЙСЕМБАЙ · 1,800 words · 9 min read

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0:00Margulan Kalievich , let me ask you a

0:01question . I’m nearly 40 , and I’ve

0:04decided to become a startup founder . I

0:07look at how startups were brought into

0:12Russia in the past , like VKontakte . It

0:17copied Facebook , right ? And Ozon ,

0:20Wildberries — that’s like Amazon

0:22coming here . So here is my question . I

0:27have always sold metal . I was in heavy

0:31metal , moving physical goods , doing

0:33things where the need is clear ;

0:36there’s an order from a company , we

0:38fulfill it . Right . But how do I

0:43transition to — well , I do program , I

0:46do a lot of web coding , I write a lot

0:50of things , but everything I create is

0:53like a car , you know , a drift car ? When

0:58you get into it , there’s this gear

1:01stick , a strange steering wheel , one

1:03seat , and just metal all around .

1:06Meaning , only I know how to drive it .

1:08If anyone else gets in , that’s it , it

1:10just doesn't work for them . Right . So

1:12how do I shift from this standard

1:15mindset , where you see a clear need , to

1:18a startup mindset , to start making

1:21money from ideas ?

1:23Well , you’re an IT guy , aren't you ?

1:25I’m not an IT guy , but I’ve always

1:28been connected to marketing ,

1:30development , and somehow through IT .

1:32I used to build websites too . My

1:36approach was always that when a new

1:38technology came along — for example ,

1:41when the first websites appeared — I

1:43sat down , learned HTML 20 years ago ,

1:46built a site , put it on the internet ,

1:48and I got a large number of clients .

1:52Uh-huh .

1:52Right . And every time something new

1:55appeared , I always grabbed it and

1:57mastered it on some intuitive level of

2:00my own .

2:01Well , look . How do you change your

2:06mindset and psychology ? I’ll start

2:08with the basics , okay ? The basis is

2:11always what is actually happening in

2:14the modern world . The first

2:16indisputable thing , you could call it

2:18an axiom , is thinking from first

2:20principles . The first thing that is

2:22indisputably happening is that the

2:23world is accelerating . Do you agree ?

2:25All processes are moving very fast .

2:27Nowadays , a week doesn't go by without

2:28an update . My Hermes agent had 157 new

2:32commits . I said , " It’s only been a

2:34week , how do you manage to fix things

2:36and add new features ? " So , the world is

2:39accelerating , all processes are

2:40accelerating . Do you agree ? Okay .

2:43Second . The world is becoming more

2:47complex , because if you take the same

2:49level of complexity but do it at speed ,

2:50it automatically becomes more

2:52complicated . Let's say , for example ,

2:55when you are driving at 30 km / h , you

2:57look at the trees , leaves , birds , the

2:59sky , and the clouds . You see those same

3:02clouds , those same birds , those same

3:04trees . Hit 100 km / h . That's it , it's

3:08hard to notice the birds , hard to

3:09notice the leaves , and you'll be lucky

3:11if you even notice the clouds . But if

3:13you go 150 , you won't have time for

3:15clouds . The road will consume all of

3:17your attention . Agree ? Uh-huh .

3:20And this is what’s happening ; the

3:22world is accelerating , and because

3:24it’s accelerating , it’s becoming

3:25more complex . The problem is that the

3:29complexity here isn’t just from the

3:31speed , but from the actual complication

3:33of processes . Right . Right . Moving on .

3:38If any process accelerates and becomes

3:40more complex , it increases the number

3:43of risks . Agree ? It’s one thing to

3:47drive at 20-30 km / h , and another to

3:49drive at 150-200 . With the same

3:52reaction speed and the same abilities ,

3:55your capacity to avoid risks drops

3:58significantly , right ? So , in this way ,

4:01the risks only continue to grow . Right .

4:05And what do we do intuitively in such

4:07cases ? That is precisely what

4:10distinguishes humans . We immediately

4:12slow down . Imagine you are speeding

4:15along and suddenly hit a patch of fog

4:16at night . Before that , the road was

4:18clear and bright , and then — fog . What

4:20do you do ? You abruptly reduce your

4:22speed . You switch to low beams and

4:26basically drive by feel . Agreed ? It’s

4:31the same when you arrive and walk into

4:33a swamp . In a swamp , you take a stick

4:36and start probing . Because just because

4:39there was a path here yesterday doesn't

4:41mean it's there today , since the swamp

4:43is constantly moving . Today the path

4:45might be two meters to the left , but

4:47you can only find that by feeling it

4:49out . And now , if we translate this to

4:52business , how do we do it ? The question

4:54isn't about changing your mindset or

4:56the technology of how to invent a new

4:58road or path . No , no . The question is

5:00about changing the entire understanding

5:02of processes . To do this , you start

5:04moving . I created a system , it's called

5:07the slug strategy . The slug strategy is

5:10based on the fact that Japanese

5:12scientists took a slime mold . A slime

5:14mold is a single-celled animal-plant

5:16creature . You know , it’s like , well ,

5:18a slime mold . And they put it into a

5:21maze . But on the other side of the maze

5:24, they placed a fragrant bait . And what

5:26did it start doing ? It started

5:27extending tentacles , really , outgrowths

5:29throughout the maze . And wherever there

5:32was a dead end , it stopped sending

5:34nutrients there , and its tentacle would

5:36retract . But where there was no dead

5:39end , nutrients were supplied , and that

5:42branch kept going . As a result , the

5:44slime mold unerringly found the exit

5:47from any maze , despite having no brain .

5:51It's a single-celled organism , it has

5:52no brain . Then they , uh , simulated this

5:55famous experiment on a map of Tokyo .

5:59And the slime mold drew the most

6:02optimal logistical routes . And when

6:05they placed it on a real map of Tokyo ,

6:06it turned out that there was no need to

6:08involve engineers to build railroads

6:10and highways . They could have just made

6:12a city map from the start , let the

6:14slime mold loose , and it would have

6:16created the optimal route . Just imagine

6:19, Harvard engineers did it , and here is

6:22a brainless creature . The result is

6:24exactly the same . So , when we face such

6:28uncertainty , the only way — look , in

6:32this uncertainty , what we can state for

6:37sure is that nobody knows the future .

6:42Right ? And , accordingly , in such a

6:45situation , you have two options . Either

6:48you make the decision yourself , but

6:50then you take on all the risks , or you

6:53make the decision based on data . Yes ,

6:56but how do you make decisions based on

6:59data if there is no data ? And that’s

7:02where I call it the " slime mold

7:04strategy , " where you formulate many

7:07hypotheses , and your task is to run

7:09many cheap , quickly verifiable

7:11hypotheses . And then you run 10

7:14hypotheses ; eight don't work out , two

7:17do . What do you do then ? At the end ,

7:19you use a traffic light system : red ,

7:21yellow , green . If the green hypothesis

7:24works out , you give it resources , money

7:26, attention , and work by the principle :

7:28strengthen the strong . The hypothesis

7:31that didn't work , you shut it down , and

7:34you keep moving like that . Therefore ,

7:37if you want to create an app that will

7:40succeed in current conditions , don't

7:43try to create an app that will succeed .

7:48You need to create a pipeline for

7:50testing hypotheses , and then , without

7:52overthinking it , strengthen what works .

7:56Because what is a hypothesis ? It’s

7:58like tentacles or sensors for

8:00collecting data from this world . The

8:03world itself will tell you what it

8:04needs . You take a hypothesis and say , "

8:08If I release this app , I believe that

8:10within 30 days , with such and such an

8:12ad budget , this many people will click ,

8:14this many will convert , and this many

8:17will leave a request . " That's it , you

8:21allocate the money , make a landing page

8:23, launch it , watch it , and check the

8:25metrics . Yes , are people interested ?

8:28Did it hook them ? Did it not work ? You

8:30say , " I believe that if I change the

8:32headline , the hypothesis will succeed . "

8:34You change the headline , run it , it

8:36didn't work . Next , you say , if I change

8:38the color , it will work . You change the

8:40color , it didn't work . And that is how

8:43you test .

8:44Understood . Thank you . And here’s the

8:46thing .

8:46But you know what’s good about this ?

8:49It’s definitely a foolproof way to

8:51move forward . But the problem is that

8:55it often contradicts our ego .

9:00Unfortunately , the main obstacle here

9:02will be our ego , because we will have

9:04to admit that we are

9:08at the level of a single-celled

9:10organism , a slug .

9:11Making a decision ,

9:12right ? But essentially , in other words ,

9:16if we speak metaphorically , right ? We

9:18just all need to learn how to talk to

9:21this world . Learn how to with this

9:23world . I am a believer . I say , we need

9:25to learn to hear what the Almighty

9:28wants to convey to us . This is feedback

9:30. It’s from Him . He says : " Don't mess

9:33around with this nonsense . Nobody needs

9:35it . But this right here , it will take

9:36off for you . Focus on it . " Mhm .

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