Intensity Delta > Contrarian
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Interestingness, Concentration, Silence is a Luxury Good…
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Third-Level Thinking, Customers as the Economic Unit of Value...
Step-Change Change, Things not Experiences, Founder Ownership...
A deep dive into customer analytics of a cloud storage company
Innovation and Moonshots, Seeing the Present, Substack’s Reader
COGS of You, Guest Passes, IPO Letters…
Design as a Negative Signal, Intensity Delta Addendum, Winning...
CAC is Not the New Rent, Visualizing Data without Oversimplifying...
Simplicity in a World of Overdesign, A Better Search Engine, Visualizing Income Statements...
Customer Economics, Music Monetization, Membership vs Subscription...