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
May 30, 2024 bearish
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…”
Sep 19, 2024
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…”