unit economics

“If you focus too soon on the unit economics, you may never get to the scale and the growth that you need for that engine to actually continue on its own.”

“And the challenge is when you add an infrastructure of local delivery people, the unit economics can get very, very challenging. And so you end up either in a situation where you have to charge a significant premium to what the goods normally cost, in which ca…”

“If you're creating a new user behavior, it can be unit economics inefficient for some time.”

“At the end of the day, I think everyone's just going to keep accepting this big lie, because as long as markets still appreciate size over return, they're going to continue to support these types of companies. And if you look at it, proof is in the pudding. Th…”

“The big lie is fundamentally around unit economics. What I see out there in the market is people, they go out and they prove product market fit, right? They have a product or they have some business model innovation and it's going to work. The next question is…”

“You know, in the early days, I think unit economics, it's important that you're kind of in the right ballpark. So if it takes you a million dollars to acquire a customer that brings you 10,000 in revenue, like that's not good. But if it costs you 5000 dollars …”

“So if this is a heavy paid marketing business, it's probably the case that those economists are going to degrade over time because, you know, your cost of acquisition, you know, through Google and Facebook and other paid channels may be difficult.”

“The growth investors, what they do is they talk about CAC and LTV and unit economics. Look, that stuff is super valuable. It's just not valuable in those first 18 to 24 months when the entrepreneur is trying to turn that idea into something real.”

“I think it's, you cannot take it literally on what the unit economics are, but I think you start to see some leading indicators on, you know, the idea of market pull that I talked about.”

“You don't have unit economics. The CAC is going to explode, or you don't know where it's going to go. The LTV is going to shrink. We just don't know.”

“Growth is almost always going to be most important, predicated on the fact that, you know, this is a healthy business and one where the math works.”

“There's a thing called the just world hypothesis, and in the end, unit economics drive P&Ls. And if your business is built on a house of cards, and your unit economics don't make any sense, in the end, your business will not succeed. And that competitor, albei…”

“I think with D one, a lot of this is like, how do you build a great business? So forget a great product and a great team, but flash forward a few years, how do you think about the financial innards that will actually make the unit economics The performance. Gr…”

“The unit economics end up being sort of table stakes, right? Like you could get it wrong to the downside. It's very rare that the company ends up with, you know, unit economics that are much greater than what you expected. It's much more common that, Hey, the …”

“Poor unit economics mean you're always relying on the next investor and ultimately the greater fool.”

“But if it was harder to get that doubling than you thought, or it costs you more to get that doubling than you thought, or your manufacturing costs went up, or the margins weren't there, you know, in that doubling, you're actually generating anti-proof of the …”

“When we had to readjust our unit economics, we had to increase prices. We did it in 20, 21, and the impact was minimal.”

“I mean, product market fit, scaling product market fit, unit economics, scaling unit economics. I think those are all four different steps in my opinion. So I actually think that it is, ah, you can get to product market fit, but you may not be able to scale it…”

“The unit economics in most of those cases that you mentioned is pretty, pretty poor, but I think the strategy is that yes, one, the models will optimize in cost, and then two, they will be the brands that customers trust, and then they can actually use a lot o…”