Under the Curve

Chewy 5 Years Post-IPO: A Customer Analytics Update

The Predictive Accuracy of Probability Models

Oct 31, 2024 • 

Steve Ripplinger

2

1

March 2023

Musings #11

Growth at the Expense of Product, Thoughtspace, Hard…

Mar 8, 2023 • 

Steve Ripplinger

2

1

February 2023

Sales & Marketing is Capex

Why Customer Acquisition Costs Should Be Capitalized

Feb 2, 2023 • 

Steve Ripplinger

2

October 2022

Musings #10

Generative AI, Growth vs Value, Adoption Curves of Pandemic Darlings

Oct 1, 2022 • 

Steve Ripplinger

July 2022

Musings #9

Innovation and Moonshots, Seeing the Present, Substack’s Reader

Jul 14, 2022 • 

Steve Ripplinger

May 2022

Musings #8

CAC is Not the New Rent, Visualizing Data without Oversimplifying...

May 12, 2022 • 

Steve Ripplinger

March 2022

Musings #7

Design as a Negative Signal, Intensity Delta Addendum, Winning...

Mar 31, 2022 • 

Steve Ripplinger

January 2022

Musings #6

Step-Change Change, Things not Experiences, Founder Ownership...

Jan 23, 2022 • 

Steve Ripplinger

December 2021

Intensity Delta

Intensity Delta > Contrarian

Dec 31, 2021 • 

Steve Ripplinger

1

November 2021

Musings #5

Simplicity in a World of Overdesign, A Better Search Engine, Visualizing Income Statements...

Nov 19, 2021 • 

Steve Ripplinger

BackBlaze's Customer Analytics

A deep dive into customer analytics of a cloud storage company

Nov 10, 2021 • 

Steve Ripplinger

August 2021

Musings #4

COGS of You, Guest Passes, IPO Letters…

Aug 5, 2021 • 

Steve Ripplinger