Bill Gurley
2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Mar 13, 2024 by Alex Lieberman · said 25 times in 2 episodes since 2023 · across every show →
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brought up most by Alex Lieberman (25)
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2024 15 mentions in 1 episode
2023 10 mentions in 1 episode
Everything said about Bill Gurley, oldest first
Mar 13, 2024 positive
Skype Acquired Users for $0.001 Via Word of Mouth Versus Vonage's $400
“It shows that Skype's cost of adding a new user was a 10th of a penny, whereas Vonage's was 400 dollars, and that's because Skype had a peer-to-peer technology where they were acquiring customers through word of mouth, whereas Vonage had to pay for their custo…”
Mar 13, 2024 negative
LTV-to-CAC Is Paid Acquisition Arbitrage, Not a Business Strategy
“LTV and calculating LTV is not a business strategy. It is a way of optimizing your marketing channels. And at the end of the day, LTV to CAC, lifetime value to acquisition cost, is simply just an arbitrage game. It is an arbitrage between what you can pay to a…”