Chegg's 87.5% valuation drop. Stack Overflow's traffic decline. These are early examples of Product Market Fit Collapse, but there will certainly be more cases as AI roils established markets. Several early AI darlings—like Jasper and Tome—have had to shift strategies to deal with intense competition. Incumbents like Adobe have moved fast, closing off the window of opportunity that AI‑first design startups hoped to exploit.
Others remain insulated, at least for now. Airbnb’s CEO, Brian Chesky, says weaving AI into the product will take years. Clearly, they aren’t facing imminent threat from the Gen AI boom.
So, why are some companies vulnerable while others stand on solid ground?
That's exactly what we built the AI Disruption Risk Assessment to answer. In our latest Reforge post, Brian Balfour and I break down this framework from our AI Strategy course.
The AI Strategy course is available on-demand now,
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