Rule of 40

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Sep 27, 2023 by Christian Lanng · across every show →

Everything said about Rule of 40, oldest first

Sep 27, 2023 neutral
Assertion Supported
Lanng: Standardized SaaS metrics like Rule of 40 didn't exist in 2009
“SaaS metrics should be this, and this should be your margin, and rule of 40, and all of this. Like, are you aware that none of this existed? 14 years ago. People, we were making it up as we went along. It's like, what should be great metrics for a SaaS company…”
Christian Lanng Sep 27, 2023 ▶ 13:51 Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
Feb 12, 2024 negative
Insight
Plantenga: Rule of 40 is not a causal driver of success
“So, but that then saying that that is a causal rule that drives to create big companies, that's absolute bullshit. Because I can have a company that is actually declining while I'm milking out a lot of cash and I will get to a rule of 40, but obviously that is…”
Thomas Plantenga Feb 12, 2024 ▶ 1:02:10 Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
Apr 27, 2026 bullish
Assertion Supported
Adam Foroughi: AppLovin Achieved a 150 Rule of 40 Score Last Quarter
“I mean, our rule of 50 in the last, rule of 40, sorry, in the last quarter, I think was like a 150.”
Adam Foroughi Apr 27, 2026 ▶ 48:25 AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
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