Multiples vs Percentages
3 graphs and a few tweets
Some random thoughts for the week…
When describing growth, when do you use multiples vs percentages?
Who do you most admire?
The best companies get leverage as they grow
bizidea: substack for selling your time i'd pay $2k to be able to call specific people for 30 min once a quarter everyone is a personal GLG
One of the deepest SaaS secrets is that many “SaaS” companies are actually services businesses masquerading as software businesses.
another secret: One of the biggest reasons people become entrepreneurs is that they are not employable … or they were passed over for promotion ... not because they actually have a desire to start a company
That feeling when you have 4 seconds left on your two-factor authenticator and wondering if you can type it in on time …
or need to wait for the next number…
One of the weird things about data companies historically is they often failed on one core value: veracity. As companies rely more and more on data (and build their machine learning models on data), truth is going to be even more important.