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Sales & Marketing is Capex
Why Customer Acquisition Costs Should Be Capitalized
Feb 2, 2023
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Steve Ripplinger
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Sales & Marketing is Capex
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Chewy 5 Years Post-IPO: A Customer Analytics Update
The Predictive Accuracy of Probability Models
Oct 31, 2024
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Steve Ripplinger
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Chewy 5 Years Post-IPO: A Customer Analytics Update
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Musings #11
Growth at the Expense of Product, Thoughtspace, Hard…
Mar 8, 2023
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Steve Ripplinger
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Musings #11
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Intensity Delta
Intensity Delta > Contrarian
Dec 31, 2021
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Steve Ripplinger
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Intensity Delta
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Musings #3
Interestingness, Concentration, Silence is a Luxury Good…
Jul 2, 2021
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Steve Ripplinger
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Musings #3
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Musings #2
Third-Level Thinking, Customers as the Economic Unit of Value...
May 24, 2021
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Steve Ripplinger
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Musings #2
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Musings #9
Innovation and Moonshots, Seeing the Present, Substack’s Reader
Jul 14, 2022
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Steve Ripplinger
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Musings #9
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Musings #6
Step-Change Change, Things not Experiences, Founder Ownership...
Jan 23, 2022
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Steve Ripplinger
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Musings #6
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BackBlaze's Customer Analytics
A deep dive into customer analytics of a cloud storage company
Nov 10, 2021
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Steve Ripplinger
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BackBlaze's Customer Analytics
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Musings #4
COGS of You, Guest Passes, IPO Letters…
Aug 5, 2021
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Steve Ripplinger
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Musings #4
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Musings #7
Design as a Negative Signal, Intensity Delta Addendum, Winning...
Mar 31, 2022
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Steve Ripplinger
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Musings #7
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Musings #8
CAC is Not the New Rent, Visualizing Data without Oversimplifying...
May 12, 2022
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Steve Ripplinger
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Musings #8
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