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COGS

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 10, 2021 by Dave Kellogg · across every show →

Everything said about COGS, oldest first

Jan 10, 2021 negative
Opinion
Kellogg: Customer Success Belongs in Sales Rather Than COGS
“Customer success, in my opinion, does not belong in COGS. They, it belongs in sales. And most companies will put customer success in sales.”
Dave Kellogg Jan 10, 2021 ▶ 33:58 Churn is dead. Long live Net Dollar Retention Rate with Dave Kellogg | SaaStr Software Community
Sep 5, 2025 neutral
Insight
Bessemer's Talia Goldberg: COGS Is the New CAC in AI Business Models
“I have a saying at Bessemer that I started saying a year ago, which is that COGS are the new CAC, which is that you can spend a lot on, on COGS, but it means that you also can't then be spending a lot on CAC in customer acquisition.”
Talia Goldberg Sep 5, 2025 ▶ 9:48 Anthropic, Cursor, FaL & Bessemer Venture Partners: The Realities of Scaling AI
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