Play 4-D Chess
Screw PMF. After four years of building Portal, here’s what actually matters.
Everyone in Silicon Valley worships at the altar of Product-Market Fit (PMF). It’s the first thing founders rehearse, the metric VCs ask about, the milestone everyone chases like it’s some holy grail.
I’m calling it: PMF is an illusion. An elusive, shape-shifting concept that sounds profound in a pitch meeting but leaves you empty-handed when you’re actually in the trenches building something real.
After four years of building Portal, I’ve come to believe that winning as a founder isn’t about finding “fit.” It’s about playing 4-D chess.
“Everyone says ‘4-D chess.’ Nobody ever defines what it actually means.”
So let me define it.
As a founder, if you want to win (not just survive, but win in an elite way), you have to control four dimensions simultaneously. Not sequentially. All at once, with intention, adjusting pressure across each as the game evolves.
The four dimensions:
- Brand
- Talent Markets
- Investors & Capital
- Customer Mindshare
If you can manipulate these four dimensions effectively while you build, you win. Full stop. PMF becomes a byproduct and not the goal.
The Sequencing Matters
Here’s the part most people miss. These four dimensions have a natural order. Get the sequencing wrong, and you’re pushing uphill the entire time. Get it right, and each dimension amplifies the next.
Once you’ve established your product, mission, and vision, you should meticulously put together a plan of attack. And here’s the key insight that most founders get wrong: start the product development in the backend while you’re out front working these four dimensions.
Brand → Talent → Investors → Customers
It starts with a brand. Always. Everything downstream depends on the story the market tells about you before you ever show up in the room.
Dimension 01 — Brand: Control the Narrative First
Brand isn’t your logo. It’s not your Twitter presence. Brand is the words people use to describe you when you’re not in the room. And those words need to be specific.
Here’s what they should be saying about you:
- Mission-driven
- Original
- Confident
- High talent density
- Strong founders
They’re about conviction, taste, and the quality of people around you. Brand is a gravitational field. Get it right, and everything else starts pulling toward you instead of you having to chase it.
Dimension 02 — Talent Markets: Assemble a World-Class Team
Once your brand is right, recruiting becomes a completely different game. You stop begging for talent. Talent starts finding you.
What the market should say about your team:
- Top notch
- A-players attract A-players
- Amazing ability to recruit
This is the flywheel. One exceptional hire changes the caliber of the next ten conversations you have. The best people want to work with the best people. Your job as a founder is to set that flywheel in motion and never let it stop.
Dimension 03 — Investor Capital: Make Investors Come to You
By the time you’re raising, your brand should precede you and your team should speak for itself. Investors aren’t just writing checks for your product, they’re buying into the machine you’ve already built.
What investors should say about you personally:
- Killer
- Relentless
- Fundable
- Sharp
- Likeable
“Killer” and “Likeable” in the same sentence. That’s the duality you need. Investors want someone who will run through walls, but who they also trust to do right by them, the team, and the customers.
Dimension 04 — Customer Mindshare: The Final Dimension
Now the customer conversation hits different. Because you’re not just some startup with a product. You’re a brand with conviction, a team with firepower, and capital to execute. That changes how customers experience you.
What they should say about your company:
- Great product or developer experience
- Fair price
- Great people to work with
- Excellent experience
- Highly recommend
- Low risk + runway with credible investors
This is where the “PMF” crowd thinks the game starts. But by the time you’ve sequenced all four dimensions? This part almost takes care of itself. Customers don’t just buy your product. They buy into the entire gravitational field you’ve built around it.
The Real Game
Product-Market Fit is a 2-D concept in a 4-D game. It only considers the relationship between what you build and who buys it. It ignores brand, talent, and capital. The three forces that determine whether you’re even in a position to find “fit” in the first place.
Entrepreneurship isn’t about finding a fit. It’s about controlling dimensions. Playing them against each other. Knowing when to press on brand. When to go all-in on recruiting. When to lean into the investor narrative. When to let customers do the talking.
The founders who win aren’t the ones who find PMF first. They’re the ones playing on all four dimensions at once.
That’s the game. That’s 4-D chess.