LTV
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 20, 2017 by Russ Fraden · across every show →
Everything said about LTV, oldest first
Dec 20, 2017 positive
Oct 8, 2020
Shah: Higher CAC is justified by the option value of unreleased products
“There is a non-zero value for those customers beyond the LTV around what other things that we don't exist yet in the product portfolio that we will be able to sell them once we have them as customers. And I think that makes the math more interesting in terms o…”
Oct 10, 2023 negative
Zinman: Standard SaaS metrics like LTV, CAC, and ARR ignore actual cash
“All the metrics that you're using you know, LTV to CAC CAC return rate, all of them don't take cash into account, okay? It's not cash. It's not cash. ARR is not cash. CAC is not cash. LTV, well, I don't know what it is, but yeah. It's a bogus metric, but, ah, …”