Saved by Ted Glasnow
Customer.io: The $400M HubSpot of Product-Led Growth
You can use your data to power your customer acquisition, most notably with a data content loop. Data content loops can be simultaneously cheaper, more scalable and more defensible than most other go-to-market channels, as shown by Expedia, GlassDoor and Zillow.
Abraham Thomas • The Economics of Data Businesses
But with a free tier to push the business, perhaps too many users were free and not enough were in the paying category. It seems that the writing might have been on the wall last June when the company announced it was laying off 14% of its workforce.
Ron Miller • Atlassian to acquire former unicorn Loom for $975M | TechCrunch
Even within SaaS companies, there’s a wide range of capital-efficiency rates. Consider the analysis from Shin Kim, a contributor to TechCrunch, who looked at the ratio of total capital raised divided by annual recurring revenue (ARR) in publicly traded SaaS…
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Ali Tamaseb • Super Founders: What Data Reveals About Billion-Dollar Startups
The uncertain one: Lemonade thinks the industry doesn’t acquire enough customers online, and that this locks them out of low-premium policies. But Lemonade is also betting that they can convince customers to spend more over time.