Drowning can have bad reasons: you are not ready, your product is under-priced, your product is trendy based on an point-in-time event/PR/whatever, ...
And it can have bad consequences: your customers might get unhappy because of delivery delays, lower quality, you might try to adjust the product/price loosing early customers or making a mess, your thinking and doing will be in a hurry, ...
Overall, the trend might not last, and others might get into that market in a better shape than you.
Market-fit is more about the long run: being able to have regular steady growth, of customers, of the revenue, being able to learn and adapt to it, having positive feedback again and again and again, ...
I think this "drowning" idea is a pure bro/VC one: you demonstrate in a short time that you can attract a lot of customers, you get good press (for that short time), investors, millions (or billions) of money pours in, and it's not really about the customers or the long game of making a product.
And it can have bad consequences: your customers might get unhappy because of delivery delays, lower quality, you might try to adjust the product/price loosing early customers or making a mess, your thinking and doing will be in a hurry, ...
Overall, the trend might not last, and others might get into that market in a better shape than you.
Market-fit is more about the long run: being able to have regular steady growth, of customers, of the revenue, being able to learn and adapt to it, having positive feedback again and again and again, ...
I think this "drowning" idea is a pure bro/VC one: you demonstrate in a short time that you can attract a lot of customers, you get good press (for that short time), investors, millions (or billions) of money pours in, and it's not really about the customers or the long game of making a product.