The Next Product Is Never in the Survey

CONTENTS

Every product team owns the same tool: the survey. It is considered basic craft: interviews, questionnaires, user personas — the more solid the research, the closer the product sits to real demand, at least so it sounds. Ask users what they want, collect the answers, build them back into the roadmap. Hand someone a phone and ask what could be improved, and the answers come back in one voice — keys easier to press, a brighter screen, a battery that lasts longer. Every answer is reasonable. Every answer is an increment. The next product never lives in these answers. A classroom put it plainly: people don’t know what they want until it is placed in front of them.

Demand comes in two kinds; the survey holds only one

Demand comes in two kinds. One is called current demand, the other potential demand. Current demand can be asked for: people use what they have every day, and every rough edge sits on the tip of the tongue. Ask what could be changed about the phone in hand, and everything that comes back is incremental — an easier keyboard, a brighter screen. Follow those answers and the result is improvement. Improvement has value, but push it to its limit and the thing is still the same thing. Potential demand is a different animal: nobody can say what it is, yet once the solution is presented, the reaction is — so this was possible. It gets claimed only after it is shown. Nobody ever filled a survey on its behalf, because it does not have a name yet. A survey cannot hold it, because every option in a survey must first be written down by someone.

The same lecture demands research, then says research fails

The objection comes in fast. The same lecture also said that heavy consumer research is an ingredient of success — demanding solid research while insisting people don’t know what they want looks like a flat contradiction. A sharper blade follows: not knowing what one wants is survivor’s arrogance. Which dead product ever failed to claim it was aiming at potential demand? The hit lands, so it deserves a straight answer. Both statements hold, because the objects differ. Research serves current demand: a better keyboard, a brighter screen — those can be asked, and the more thoroughly the better. Potential demand offers no option to fill in; it waits to be claimed by being shown. So research does not fail. The question fails — a ruler made for current demand, laid against an option nobody can write down. In other words, the usefulness of research is not in dispute; what is in dispute is the battlefield it was sent to.

If the market is not saturated, who gets to bet

One more layer of objection: generating demand is work for an age of oversupply. When everything is already for sale and current demand is filled to the brim, people cannot think of a reason to consume more — only then must innovation generate new demand. While the market still has room, holding on to current demand is enough, and what small team can afford to bet on potential demand? The question has an answer: generating demand is not the same as placing a large bet. Its precondition is not money; it is observation of the user’s situation. Observation costs effort, and effort is always cheaper than budget. Power in parts of Africa fails for days at a stretch; the thirty-day battery was never written into any survey — it grew out of the situation of blackouts. The cost of that was never the issue. Dare or not dare is the false question; saw it or not is the real one. See it, and the thirty-day battery is right there; miss it, and no thickness of survey will summon it.

An echo chamber grows no next-generation product

A survey is an echo chamber for current demand, and the flaw of an echo chamber is that it can only amplify what already exists. Users say back what they already know, and the louder the echo, the closer it feels to demand — and the farther it sits from the next product. Innovation does the other thing: it turns an unclaimed situation into a claimed product. Innovation cannot answer a survey; innovation generates demand. The next product is not in the answers. It is in the situation nobody has put into words yet.

Fengyu WANG
Fengyu WANG

Markets, investing, engineering — one person, one underlying logic.