Under the Curve

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Musings #11
Growth at the Expense of Product, Thoughtspace, Hard…
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Steve Ripplinger
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February 2023

Sales & Marketing is Capex
Why Customer Acquisition Costs Should Be Capitalized
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Steve Ripplinger

October 2022

Musings #10
Generative AI, Growth vs Value, Adoption Curves of Pandemic Darlings
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Steve Ripplinger

July 2022

Musings #9
Innovation and Moonshots, Seeing the Present, Substack’s Reader
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Steve Ripplinger

May 2022

Musings #8
CAC is Not the New Rent, Visualizing Data without Oversimplifying...
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Steve Ripplinger

March 2022

Musings #7
Design as a Negative Signal, Intensity Delta Addendum, Winning...
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Steve Ripplinger

January 2022

Musings #6
Step-Change Change, Things not Experiences, Founder Ownership...
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Steve Ripplinger

December 2021

Intensity Delta
Intensity Delta > Contrarian
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Steve Ripplinger

November 2021

Musings #5
Simplicity in a World of Overdesign, A Better Search Engine, Visualizing Income Statements...
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Steve Ripplinger
BackBlaze's Customer Analytics
A deep dive into customer analytics of a cloud storage company
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Steve Ripplinger

August 2021

Musings #4
COGS of You, Guest Passes, IPO Letters…
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Steve Ripplinger

July 2021

Musings #3
Interestingness, Concentration, Silence is a Luxury Good…
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Steve Ripplinger
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