HasData's homepage lists Claude, ChatGPT, AI agents, data pipelines, AND CLI users as simultaneous targets. Geoffrey Moore's exact words: "You don't hold a match under a big log." HasData is currently holding one match under six logs. | PayPal dropped every other plan when they went all-in on eBay. HasData's homepage still proudly lists Zillow scrapers, Indeed scrapers, Google Maps scrapers, and e-commerce scrapers alongside the AI agent pitch. That's not finding your eBay. That's listing eBay, Amazon, Craigslist, and a yard sale in the same sentence and calling it a strategy. | A startup defined their ICP as "nontechnical business analysts using Excel" and ended up with a scooter company, an HR team, and a retailer — no framework to reject any of them. HasData's positioning is "web scraping for AI agents" and yet the product serves data pipelines, e-commerce, real estate, job boards, and search engines. That's not a wedge. That's the same fatal basket, wearing a trench coat labeled "AI."

Sources from Lenny's Newsletter and Podcast: Picking a wedge (Newsletter), A guide for finding product-market fit in B2B (Newsletter), How to kickstart and scale a consumer business—Step 2: Identify your super-specific who (Newsletter)