Archive - Under the Curve

Growth at the Expense of Product, Thoughtspace, Hard…

Mar 8, 2023 •

Steve Ripplinger

February 2023

Sales & Marketing is Capex

Why Customer Acquisition Costs Should Be Capitalized

Feb 2, 2023 •

Steve Ripplinger

October 2022

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

Oct 1, 2022 •

Steve Ripplinger

July 2022

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

Jul 14, 2022 •

Steve Ripplinger

May 2022

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

May 12, 2022 •

Steve Ripplinger

March 2022

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

Mar 31, 2022 •

Steve Ripplinger

January 2022

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

November 2021

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

COGS of You, Guest Passes, IPO Letters…

Aug 5, 2021 •

Steve Ripplinger

July 2021

Interestingness, Concentration, Silence is a Luxury Good…

Jul 2, 2021 •

Steve Ripplinger

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