On Markets, TAMs, and Agency
September 16, 2022 • #The benefits of market sizing analysis, how they're overrated, and the remembering the power of agency.
The benefits of market sizing analysis, how they're overrated, and the remembering the power of agency.
You might think you're good to go, with a happy customer or investor. But beware of objections masquerading as acceptance.
Early stage companies have the unique ability to gin up their own addressable markets.
Jason Lemkin's takeaways from Palantir's successes.
Brian Potter of Construction Physics breaks down construction startup funding by category.
Why we don't have robotic masons, on Medici, Thiel, and modern patronage, and Airtable as the enterprise metaverse.
Looking at Stripe Press and how it spins Stripe's business flywheels.
Stripe's guide to SaaS, a few rules from Morgan Housel, and the advantages of starting a company in a crisis.
Don't hard sell early. Instead, be helpful, add expertise, and build trust.
Combatting churn shouldn't be only on your customer success team, but on the entire product team.
Measuring for the next stage after you achieve product-market fit.
A unique bottom-up business model from a company now worth billions.
Neutrino research leads to discoveries in linear algebra, Waymo makes progress, and Christoph Janz's rules for freemium.
The value of customer success in driving new customer adoption and revenue.
Thoughts on recurring revenue, SaaS, and the power of incentives.
Martin Casado on growth B2B go-to-market strategy.
Thoughts on the importance of customer retention and net negative churn in the SaaS business.
“Visualizing the summer solstice, Zoom performance at IPO, and the progress of TeachOSM.”
A cool post from Hiten Shah about Airtable's history.
Microsoft open sources Calculator, David Skok on metrics, and System Shock cross-platform.
A good overview from YC’s Kevin Hale on how to break down startup ideas.
A quick analysis on the state of SaaS performance in 2019.
A short story on how we reached our 1,000th user milestone with Fulcrum.
“Okta's business apps report, Rays upcoming prospect, and the damage from Hurricane Michael.”
Video lessons from Peter Levine on various aspects of doing sales in a SaaS startup.
A preview of sessions at this year's SaaStr Annual conference.
“Intercom on CAC, Hamilton's Legacy, and Microsoft's Flow service.”
We started building Fulcrum in 2011. 7 years in I look back at how we started and what's changed.
Some thoughts on SaaS business model advantages, aligning incentives, and predictable revenue.
A fantastic talk from Twilio's Jeff Lawson on SaaS and pricing.