Investor: Companies at $10M ARR and profitable can still lose product-market fit
dunkhippo33 · x · 2026-11-01
Investor dunkhippo33 says companies in his portfolio hit $10M/yr revenue while profitable, then competitors moved in, ate their lunch, and they never recovered. His takeaway: reaching high revenue doesn't make you safe — product-market fit isn't permanent. You can find it and you can lose it, whether through competition, market shifts, or execution mistakes.
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