LTV to CAC

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jan 24, 2023 by Jeff Jordan · across every show →

Everything said about LTV to CAC, oldest first

Jan 24, 2023 negative
Insight
Jordan: CACs Always Rise at Scale, Making Low LTV/CAC Dangerous
“The concern I have on CACs is they typically go up in my experience as you try to scale the acquisition. And, you know, part of that could be competitive dynamics. If you're paying, you know, your, the 10 mattress in a box customers trying to buy the, find the…”
Jeff Jordan Jan 24, 2023 ▶ 30:28 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Jun 26, 2024 negative
Insight
Bialecki: Cash Payback Cycle Is a Better Metric Than LTV to CAC
“I've never been as big of a fan of LTV to CAC as a measure. Cause I feel like it'd be too long term. You can have high upfront costs that sort of, it takes you a really long time to earn back. You know, when we were bootstrapping, we always thought about the c…”
Andrew Bialecki Jun 26, 2024 ▶ 58:03 Andrew Bialecki: Is Klaviyo the Most Under-Priced Public Company? | E1170 · 20VC with Harry Stebbings
Aug 14, 2026 neutral
Insight
Swulinski: AI SaaS must calculate LTV to CAC on gross profit
“LTV to CAC is usually not enough. You want to probably look at like LTV gross profit, specifically if you're, you have token cost because you're, the biggest cost item is, is usage at the end of the day.”
Matt Swulinski Aug 14, 2026 ▶ 13:55 How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
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