The dark side of growth metrics
Visit LinkFrom an analyst's perspective, Timo Dechau critiques the over-reliance on vanity growth metrics. He shows how dashboards rarely incorporate core cost insights or contribution margins, and how this disconnect skews decision-making. A wake-up call for teams building analytics around business KPIs.
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Four Questions Every Marketplace Startup Should Be Able to Answer
Former Airbnb PM Jonathan Golden outlines a clear framework to evaluate marketplace viability. By mapping products by transaction size and frequency, he shows how to predict and improve unit economics through incentives and pricing. Excellent reference for marketplace builders.
The Slow Death of Neobank 1.0
William Morales examines the broken economics behind neobanks: high CAC, minimal revenue per user, and long payback periods. He uses napkin math to show why subscriptions or lending products are essential to survival. A hard-hitting read for fintech operators and analysts.
Death to DTC? Enabling the Future of Cross-Channel Commerce
Rick Zullo and Chelsea Zhang analyze why early DTC brands struggled to scale profitably. They discuss issues like inflated CAC, ad tracking limits, and high return rates—and how these led to omnichannel pivots. A detailed breakdown for operators and investors focused on margin-driven growth.