Learning Objectives
By the end of this module, you will be able to:
- Frame ideas as falsifiable hypotheses about pain, behavior, and timing.
- Apply BMC and Lean Canvas with evidence per block, not vibes.
- Design MVPs that test riskiest assumptions with clear metrics and kill/pivot rules.
- Assess when AI is load-bearing vs ornamental—TCO including eval and safety.
- Pitch with problem-insight-demo-traction-ask aligned to Module 03 citation norms and Module 09 eval habits.
Deep Concept Explanation
10.1 Problem-pull vs technology-push
Starting from “we have GPT” mirrors HARKing in science. Start from stakeholder evidence: interviews, tickets, public complaints. Hypothesis template: “We believe [segment] experiences [pain] when [context], causing [measurable consequence].”
10.2 Jobs-to-be-done
Users “hire” products for progress—time saved, anxiety reduced—not for “using AI.”
10.3 Business Model Canvas — evidence standard
| Block | Ask |
|---|---|
| Segments | Who adopts? Subsegments? Interview counts? |
| Value prop | vs next best alternative including spreadsheets |
| Channels | How they discover you; trust/compliance effects |
| Revenue | Even $0 projects: who might pay and why |
| Key resources | Data rights, APIs, compute |
| Key activities | RAG maintenance, eval, support |
| Partners | IT, disability services, faculty sponsors |
| Costs | API $/user, labeling, legal |
10.4 Lean Canvas
Emphasizes problem, solution, metrics, unfair advantage—state the riskiest assumption explicitly.
10.5 Build–measure–learn
Assumption → instrument (landing page, concierge, prototype) → metric → threshold → persevere/pivot/kill—document negative results.
10.6 MVP types
Concierge; wizard-of-oz (ethics: disclose in research); single-scenario slice; landing smoke test.
10.7 When AI is differential
High-variance language/perception tasks; personalization over permitted data—with guardrails. Weak when stakes are catastrophic without pros, data is tiny, or audit needs exceed black-box tolerance.
10.8 Unit economics (conceptual)
Variable cost ≈ tokens × sessions × price; fixed = curation, eval, compliance. Compare to substitutes (tutor hourly × time saved).
10.9 Pitch arc
Hook vignette → problem + metrics → insight → solution + AI boundary → why now → market (assumptions stated) → model → traction → team → ask.
10.10 Ethics
Map stakeholders/harms; avoid dark patterns and data hoarding. Competitive analysis like a mini systematic review—AI drafts tables, you verify websites.
10.11 Traction vs vanity
Useful: retention, task success, human-evaluated quality on golden sets—not raw message counts.
Code and Computational Examples
Key Example: Transparent assumptions beat trillion-dollar TAM hand-waving—plug your campus numbers from real sources.
[object Object], dataclasses ,[object Object], dataclass
,[object Object],
,[object Object], ,[object Object],:
segment_population: ,[object Object],
adoption_rate: ,[object Object],
annual_price_usd: ,[object Object],
citation_for_population: ,[object Object],
,[object Object], ,[object Object],(,[object Object],) -> ,[object Object],:
,[object Object], m.segment_population * m.adoption_rate * m.annual_price_usd
ugrad = MarketAssumptions(
segment_population=,[object Object],,
adoption_rate=,[object Object],,
annual_price_usd=,[object Object],,
citation_for_population=,[object Object],,
)
,[object Object],(,[object Object],)Tables instead of code: Fill BMC and Lean Canvas in markdown; use YAML experiment pre-reg (hypothesis, metric, stopping rule); JSON pitch outline with ai_boundary and citation fields.
| Weak hypothesis | Stronger sketch |
|---|---|
| “AI affects learning.” | “Among course X students, weekly draft assistance correlates with rubric scores controlling for prior GPA.” |
Try This! Interview two people for five minutes each; write one problem sentence that includes a number or frequency they actually said.
Fun Fact: Fabricated LOIs and user counts are integrity violations—zero users + honest next experiment beats fake traction.
Practice Exercises
Segmentation matrix with evidence; BMC v1 → v2 after three conversations; AI necessity test (what breaks without AI?); 12-row unit economics sensitivity; competitive matrix with sourced footnotes; five-minute pitch storyboard; ethics pre-mortem; MVP one-page pre-reg.
Mini-Project
Lean + BMC + evidence pack: Problem brief with three anonymized quotes; both canvases with weakest three blocks flagged; MVP spec with kill rule; stakeholder map; pitch outline JSON; 300-word reflection on surprises.
Key Takeaways
- Evidence beats eloquence in early-stage work.
- Hypotheses parallel research hypotheses; MVPs parallel pilots.
- AI accelerates drafting; you own facts, users, and ethics.
Key Takeaway
- Anchor every canvas block in interviews, proxies, or citations—“unknown—test plan” is allowed.
- Make the riskiest assumption one sharp sentence with a timeboxed experiment.
- AI necessity test: if removing AI does not break value, narrow the scenario until it does—or drop the gimmick.
- Unit economics and ops (RAG refresh, support) belong in the story early.
- Honest negatives are learning velocity; vanity metrics are debt.
References and Cross-Modules
Ries, Lean Startup; Osterwalder & Pigneur, Business Model Generation; Maurya, Running Lean; Fitzpatrick, The Mom Test; Modules 01, 09, 11, 12.