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How to Talk About Your Competition
Without sounding like a jerk
19 hrs ago
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CJ Gustafson
66
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How to Talk About Your Competition
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1
Your Weekly Benchmarks Just Got Better
7/6/25 Benchmarks for Operators
Jul 6
60
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Your Weekly Benchmarks Just Got Better
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2
Figma IPO: S1 Breakdown
From multiplayer design tool to the OS for digital product creation.
Jul 2
•
CJ Gustafson
34
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Figma IPO: S1 Breakdown
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6
Quackonomics: When OPEX Puts on a CapEx Costume
Capex is cool again
Jul 1
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CJ Gustafson
13
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Quackonomics: When OPEX Puts on a CapEx Costume
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June 2025
The Shrinking Public Markets, and Rise of Private Liquidity Loops
6/29/25 Benchmarks for Operators
Jun 29
•
CJ Gustafson
25
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The Shrinking Public Markets, and Rise of Private Liquidity Loops
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6
How to Build a "Beat and Raise" Forecast
The Tightrope Walk of Financial Forecasting
Jun 26
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CJ Gustafson
14
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Preparing for Google Zero
How will we find customers when moats for distribution vanish?
Jun 24
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CJ Gustafson
18
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Preparing for Google Zero
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1
Why do investors care about LTV to CAC so much?
6/22/25 Benchmarks for Operators
Jun 22
•
CJ Gustafson
28
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Why do investors care about LTV to CAC so much?
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3
How PagerDuty Prepared for IPO
What you need to launch into the public markets
Jun 19
•
CJ Gustafson
10
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How PagerDuty Prepared for IPO
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The Exit-Ready Org
What private equity sponsors are actually looking for, and how to avoid killing deal momentum before it starts.
Jun 17
•
CJ Gustafson
22
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The Exit-Ready Org
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1
How Public Companies Define ARR
6/15/25 Benchmarks for Operators
Jun 15
•
CJ Gustafson
30
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How Public Companies Define ARR
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3
How Upwork Optimizes LTV to CAC
A Masterclass in Marketplace Economics
Jun 12
•
CJ Gustafson
15
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How Upwork Optimizes LTV to CAC
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2
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