Chewy 5 Years Post-IPO: A Customer Analytics Update » customer_analytics » 2024-10-31 » 7 min

Musings #11 » Growth at the Expense of Product, Thoughtspace, Hard… » musings » 2023-03-08 » 8 min

Sales & Marketing is Capex » customer_analytics » 2023-02-02 » 11 min

Musings #10 » Generative AI, Growth vs Value, Adoption Curves of Pandemic Darlings… » musings » 2022-10-01 » 5 min

Musings #9 » Innovation and Moonshots, Seeing the Present, Substack’s Reader… » musings » 2022-07-14 » 7 min

Musings #8 » CAC is Not the New Rent, Visualizing Data without Oversimplifying… » musings » 2022-05-11 » 5 min

Musings #7 » Design as a Negative Signal, Intensity Delta Addendum, Winning… » musings » 2022-03-31 » 5 min

Musings #6 » Step-Change Change, Things not Experiences, Founder Ownership… » musings » 2022-01-22 » 5 min

Intensity Delta » investing » 2021-12-31 » 6 min

Musings #5 » Simplicity in a World of Overdesign, A Better Search Engine, Visualizing Income Statements… » musings » 2021-11-19 » 5 min

BackBlaze’s Customer Analytics » customer_analytics » 2021-11-09 » 6 min

Musings #4 » COGS of You, Guest Passes, IPO Letters… » musings » 2021-08-05 » 5 min

Musings #3 » Interestingness, Concentration, Silence is a Luxury Good… » musings » 2021-07-01 » 6 min

Musings #2 » Third-Level Thinking, Customers as the Economic Unit of Value, Hairy Charts… » musings » 2021-05-21 » 7 min

Musings #1 » Customer Economics, Music Monetization, Membership vs Subscription… » musings » 2020-10-17 » 4 min

Unity’s IPO: What are the Customer Analytics of a Game Engine? » customer_analytics » 2020-09-08 » 6 min

The Habit Flywheel » life » 2020-04-30 » 14 min

Writing More » life » 2020-04-28 » 1 min

Chewy’s IPO: Customer Analytics and Valuation using Probability Models » customer_analytics » 2019-08-12 » 17 min