
The SaaS Playbook: Build a Multimillion-Dollar Startup Without Venture Capital

Dropbox, in the years before its IPO, came to orient itself in a new direction—to focus on highest-value users in the highest-value networks interacting with the highest-value files.
Andrew Chen • The Cold Start Problem: How to Start and Scale Network Effects
something essential about software economics: the complementary good to any given software product is a lot more software! This is part of the mystery of Docusign, i.e. why do they have so many employees? And why doesn't someone else just make a cheaper replacement? You can build a cheaper replacement pretty quickly—the service I use, Dropbox Sign,... See more
Byrne Hobart • Software is the new Hardware

I previously evaluated the scalability of marketplaces based on the geographic range of their network effects, i.e. the maximum physical distance between demand and supply for interactions to take place. Marketplaces with cross-border network effects are significantly more scalable than hyperlocal ones because they can leverage a supplier in one re... See more