Saved by Ted Glasnow
Customer.io: The $400M HubSpot of Product-Led Growth
Provide access to increasingly large amounts of non-dilutive capital.
Packy McCormick • Stripe: The Internet's Most Undervalued Company

Figma had $0 in revenue for 4 years.
Completely breaks the “rush something to market and start charging immediately” mindset that most try to adapt.
And it resulted in the largest acquisition of a private software company (ever) https://t.co/YLGBR9hJe0
Revisiting Lifetime Value and Customer Acquisition
digitalnative.substack.comdigitalnative.substack.com
“Every business lives on the ARPU ↔ CAC Spectrum. On far left you have businesses that have low ARPU and as a result have to use low CAC channels to drive customers. On the far right you have businesses that have high ARPU and as a result are able to use high CAC channels. The middle is the danger zone where your ARPU is too high and presents to mu... See more