Andrew Chen:

The idea really matters.

• If you want a high retention product, you need to pick a category that is high retention already.
• You need to pick a product category where you already use an existing product every day.
• You’re going to build something that directly competes against that.
• If you win, then you’ll stop using that other product and use your product instead.
• That’s a high bar, but I think it’s a good start.

…

This is why I don’t blame folks who have a “Cursor for X” idea, or “Figma for X,” just like the “Uber for X” ideas of the past generation. They’re trying to piggy off some existing markets and behavior so that they don’t have to take crazy market risk.

Well worth a read for those in the tech product subscription business.