network effects

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 30, 2024 by Casey Winters · across every show →

Everything said about network effects, oldest first

May 30, 2024 positive
Insight
Winters: Network effects are the only scalable defense against cohort degradation
“So what needs to happen is that the product needs to get better faster than the users you acquire get worse. And network effects are really the only scalable solution that can make that happen.”
Casey Winters May 30, 2024 ▶ 58:14 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024 bearish
Insight
Winters: Paid acquisition inevitably degrades and becomes unprofitable over time
“And the challenge with paid is It always looks better yesterday than it does today, unless you have a network effect business where the product quality is getting better, faster than the quality of people you're bringing are getting worse, right? Cause you alw…”
Casey Winters May 30, 2024 ▶ 7:36 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
Sep 19, 2024
Insight
Moore: Network effect PMF is uniquely tested by customers risking social capital
“There's a really important difference between a network effects driven business like this one and a traditional SaaS business where each individual user or player is contained to their own silo, even if they're in like a multi-tenant system. And that big diffe…”
Bob Moore Sep 19, 2024 ▶ 50:52 How to find — and keep — product-market fit | Bob Moore (Crossbeam, RJMetrics, Stitch Data)
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