The Ledger, every show

“And so it's amazing to see something like cursor overtake market share of something like GitHub co-pilot in nine months or less, right? Like that, that's how fast it happened.”

“My prediction of the new distribution platform will be chat GPT. In some ways that people probably already think it's happening in some ways that it won't.”

“There's going to be what they do with like a chat GPT search experience, but I think the bigger thing will be whatever they do with launching a third party platform on top of chat GPT. There's a bunch of signals that they're about to that they're about to laun…”

“I think the window is very small for them. If chat GPT plays their cards right, because they clearly have the escape velocity right now. And if they just keep pressing that advantage and in the right way, I think it's going to be very hard for Google to counte…”

“All of this AI tooling is going to give these like super ICs, these captain level ICs, even more leverage in solving problems and their creation abilities as part of that. And so I think in the future, what we're going to see, and I'm not the first one to say …”

“And I think you can see this now too, with all the AI stuff is like, you see a new, like gravity, everybody's kind of trending towards a similar set of things. And I think the real winners are gonna be the ones who kind of look at that and be like, actually, w…”

“Money does not help that company grow that much, right? The things that are helping that product grow are its organic viral in content loops, right?”

“The data that DD published clearly showed that both the retention curves which I know you and I have both written about at, you know, at exhaustion level off at significant portions higher than all the other platforms. As well as those retention curves have be…”

“There's all sorts of signals that They're about to launch a third party platform. They've been hiring for a bunch of roles. I've seen multiple postings on like product manager, engineering roles, all that kind of stuff for, you know, quote unquote agent platfo…”

“The philosophy behind it was, okay, we are going to start with multiple bets. We are going to treat each one of these bets like a new venture investment. We are going to seed fund this. And so they like made us come and they would pitch for our seed funding fo…”

“The things that don't change, right, that I don't think AI is going to really help you with that much is understanding, like, all of these qualitative underpinnings of your product, of your use case, of your problem, of your natural frequency, and then the psy…”

“And then they recently just did this with personal profiles too, which is they really boosted distribution for individuals to create content for that platform. They then introduced the thought leader ad format, a way to monetize those in those individual posts…”

“I think ChatGPT at this point has Like at least a 10 X difference on MAU.”

“When they started their rev share to creators was something like. 80% to creators. They started very high and that would, that brought on all the course creators, got their whole marketplace going, like so on and so forth. I believe it was about a year ago. Th…”

“Cursor is very clear, like cursor's on the path to also probably create some type of agent platform, right? For developers. So that'll be like a smaller ecosystem to play in for some products.”

“What I would expect to see play out next is that they will They will either launch, they will announce the platform or what they're going to announce with preferred partners, or what they're going to announce versus is basically a set of preferred partners, th…”

“I made my way into growth where I would say, like, 70% of, like, the growth OGs made into growth, which was the early Facebook platform social gaming. Days. If you look at like some of the top people in growth, there's like a lineage. It's like almost like a c…”

“Like awareness and these other pieces, but that alone is not going to drive customers for an enterprise product. And even if you were doing it, if you looked at the overall mix of like, you know, at scale of what's driving customers, it's going to be a pretty …”

“They have not missed a earnings since they went public, which was like eight years ago. I don't know if most people that they have never missed in earnings, the perfect record as far as I know.”

“I think the surface level tactics and systems will definitely change a lot. So I would say like a lot of these analyses that, you know, seven years ago, eight years ago were sort of leading edge things like Finding what your habit and aha moment are, for examp…”

“Like in some parts of the world, like WhatsApp, for example, is just a massive growth factor for folks. I've looked at companies that are like complete, their entire growth strategy is on WhatsApp. So like that, that type of direct messaging, I think still, st…”

“Yeah, I chose, they're flat. I think Twitter's flat, two fifty million.”

“And so at the time they launched their platform, I think they were maybe like one fourth, one fifth the size of, you know, something like my space or even friends or orchid, like some of these are some of the names.”

“When we went from one product to multi product at HubSpot, we seeded multiple bets at once. And only like a couple of them ended up making it through the filter, which ended up being the CRM and the sales tool as part of that. And then there was projects we en…”

“We got to, I don't remember, it was like maybe like a 100,000 weekly active users or something, and then we looked at the user base, and there was a huge mismatch between the types of used, a lot of the types of users that were being, that were showing up in t…”