TacoGuru：来自墨西哥一家失败的500万美元塔可科技创业公司的教训
我们创建了TacoGuru，旨在成为墨西哥的塔可点评平台。我们的愿景是：绘制每家塔可店的地图，让用户进行评价，并为商家提供现代化的工具。
在墨西哥有超过150,000家非正式的塔可店——我们希望为他们提供技术支持：数字支付、忠诚度系统，甚至贷款。为塔可经济提供金融科技的支撑。我仍然相信，如果做得对，这个想法是可行的。
为什么没有成功：
市场现实：大多数商家对技术并不感兴趣。没有销售点系统（POS），没有电子邮件，没有银行账户。许多商家只接受现金，处于隐秘状态，对变革持怀疑态度。
用户不匹配：消费者希望快速获得塔可推荐，而不是一个全面的社区或市场。
收入幻影：我们过早地关注规模。虽然应用程序设计得很美观，但没有形成盈利的循环。
执行缺口：在验证产品市场契合度之前，在开发和营销上烧掉了太多现金。
时机与疲惫：我们转向为食品商家提供金融科技服务——支付和信贷——但我们来得太晚，精疲力竭，资金耗尽。
我学到的：愿景并不足够。产品市场契合度（PMF）才是关键。地方行为优于硅谷逻辑。如果你试图数字化150,000家塔可店，你最好能说他们的语言——无论是字面上还是文化上。
我仍然相信这个使命，只是不认同我们采取的方式。
欢迎提问。
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We built TacoGuru to be the Yelp for tacos in Mexico. The vision: map every taquería, let users review, and empower vendors with modern tools.<p>There are over 150,000 informal taquerías across Mexico — we wanted to arm them with tech: digital payments, loyalty systems, even loans. A fintech backbone for the taco economy. I still believe it could work if done right.<p>Why it didn’t work:<p>Market Reality: Most vendors didn’t care about tech. No POS. No email. No bank accounts. Many were cash-only, under-the-radar, and skeptical of change.
User Mismatch: Consumers wanted quick taco recommendations, not a full-blown community or marketplace.
Revenue Mirage: We focused on scale too early. Beautiful app, no monetization flywheel.
Execution Gaps: Burned too much cash on dev and marketing before validating product-market fit.
Timing + Fatigue: We pivoted to fintech for food vendors — payments and credit — but we were late, drained, and out of capital.
What I learned: Vision isn’t enough. PMF is everything. Local behavior trumps Silicon Valley logic. And if you try to digitize 150,000 taquerías, you better speak their language — literally and culturally.<p>I still believe in the mission. Just not how we went about it.<p>AMA.