Source
When this applies
when building the infrastructure for your product turns out to be more valuable than the product itself
The takeaway
Stay alert to signals that the by-product of your work is more valuable than your stated mission, and be willing to abandon sunk-cost direction when that signal is strong.
Why it works
Early technical choices made to serve a narrow product need (an abstraction layer for multiple models/datasets) can accidentally create a reusable platform with independent demand.
One level up
Opportunism and flexibility matter more than conviction in an original plan, especially early in a company's life.
Where it stops holding
This stops working when the team conflates noise (small vanity signals) with real demand, or when switching costs/raised capital commitments make the pivot too costly to execute cleanly.
Detail
situation: Hugging Face spent 3 years and ~$6M building a conversational AI chatbot for teens; meanwhile cofounder Thomas ported Google's BERT to PyTorch as a side project.
decision: After the PyTorch port got outsized community interest (a tweet with ~1000 likes felt huge), the team doubled down over six months and then told investors they wanted to pivot entirely away from the chatbot.
outcome: Hugging Face became the 'GitHub for AI,' now valued at $4.5B with 5M+ builders, while the original chatbot vision was abandoned.
lesson: Even with meaningful capital raised and years invested, seize an emergent opportunity signaled by real community enthusiasm rather than persisting in the original plan.
In their words
Obviously, it reinforces for people who are listening the importance of being flexible, being opportunistic, and being able to seize kind of like new opportunities, three years in, right?