The VC behaviour is just amazing. It seems like concepts like "learning from mistakes" or "data driven decision making" don't exist in this world. Or maybe they do, and the data and learning say that building a healthy business does not correlate with big outcome for the investors.
Here's a framework to assess your GTM model. Growth at all costs = High CAC + High Growth (Rocket) - it's nice as long as the fuel lasts. I was really expecting that in the wake of the recent drive-for-profitability wave, VCs would be pushing to create Cheetahs = Low CAC + High Growth. It's possible, but just very much more difficult. You can read the full post here: https://www.linkedin.com/feed/update/urn:li:activity:7129717042873585664/
The VC behaviour is just amazing. It seems like concepts like "learning from mistakes" or "data driven decision making" don't exist in this world. Or maybe they do, and the data and learning say that building a healthy business does not correlate with big outcome for the investors.
Here's a framework to assess your GTM model. Growth at all costs = High CAC + High Growth (Rocket) - it's nice as long as the fuel lasts. I was really expecting that in the wake of the recent drive-for-profitability wave, VCs would be pushing to create Cheetahs = Low CAC + High Growth. It's possible, but just very much more difficult. You can read the full post here: https://www.linkedin.com/feed/update/urn:li:activity:7129717042873585664/