Interesting articles from stch

Last newsletter of 2023

Dec 25, 2023

Housekeeping: We’ve just launched a new podcast with Byrne Hobart called “The Riff”. Byrne is a mix of Matt Levine, Tyler Cowen, and Ben Thompson. In other words, a must-listen/read. Check it out and give us 5 stars if you like it…

2 years ago · 45 likes · 5 comments · Erik Torenberg

Terra Incognita

$100m ARR Club - Part III

This is the final post in our three part series looking at startups in emerging markets that have scaled to $100m in revenue. Following our first post on Marketplaces and second on FinTech’s, this one looks at Software-as-a-Service (SaaS) startups that have scaled to $100m across India, Southeast Asia, and Latin America…

2 years ago · 2 likes · Madhusmita das

Terra Incognita

The $100m ARR Club - Part II

This is the second in our series of posts looking at startups in emerging markets that have scaled to $100m in revenue. Following our first on Marketplaces, this one looks at 15 FinTech startups that have scaled to $100m across India, South East Asia and Latin America. We have analysed what led them to that point and what lessons we can learn for Sturge…

2 years ago · 1 like · Madhusmita das

Startup Business Tips 🚀

The Ultimate SaaS Messaging Framework for early-stage Startups

Hey - it’s Alex! Welcome to Startup Business Tips, a bi-weekly newsletter, where I share with you 3 actionable growth tactics that will help you quickly grow your SaaS business from €0 to €1 million ARR 🚀. Today we cover: 1️⃣ Messaging is the foundation for your sales & market assets (like homepage, demos, sales decks, etc…

2 years ago · 10 likes · Alexander Estner

https://www.linkedin.com/pulse/curated-essentials-cutting-through-noise-business-m-l-lacerda

https://www.linkedin.com/posts/tomloverro_warning-vc-narrative-violation-99-activity-7109943141792694274--cHz

https://www.linkedin.com/pulse/good-group-product-manager-gpm-dead-talha-ko%C3%A7

https://www.svb.com/globalassets/trendsandinsights/future-of-fintech-report-2023_final.pdf

https://www.reforge.com/artifacts?utm_source=marketing&utm_medium=email&utm_campaign=product_hunt&utm_term=&utm_content=product_hunt_ADNP

https://pilot.com/founder-salary-report-2023

https://www.k9ventures.com/blog/2023/10/21/state-of-venture-in-fall-2023/

https://dealroom.co/reports/global-tech-and-vc-q3-2023

Startup Real Talk

When will startups run out of cash?

For those of you that are long-time subscribers, you know that I don’t usually post Pilot content here, but I thought this one was worth making an exception for. You can also find a version of it on LinkedIn here. Is all the doom-and-gloom about startups in 2024 warranted…

2 years ago · 5 likes · Waseem Daher

Noahpinion

Indonesia: The most amazing development story on Earth?

I’ve been writing a series of posts about economic development. The last 20 years have seen a marked acceleration in the rate at which poorer countries — not just China, but many countries — are catching up to richer ones. Among the success stories I’ve profiled so far are…

3 years ago · 176 likes · 41 comments · Noah Smith

https://travismay.medium.com/the-six-moats-of-data-businesses-01a69638c8f8

Alex Ghiculescu's Newsletter

11 years of SaaS product strategy

In the last year at Tanda, we’ve gone from being a single-product company, to launching a bunch of new products that all work together really well. This has got me reflecting on the different phases of product strategy over the last decade, as we went from no product to a market leader…

2 years ago · 22 likes · 2 comments · Alex Ghiculescu

How They Grow

🌱 5-Bit Fridays: Overchoice and how to avoid it, The Difficulty Ratio, big and bad A/B testing pitfalls, insights on product management, and more.

👋 Welcome to this week’s edition of 5-Bit Fridays. Your weekly roundup of 5 snackable—and actionable—insights from the best operators, bringing you concrete advice on how to build and grow a product…

2 years ago · 18 likes · 2 comments · Jaryd Hermann

Lenny's Newsletter

The Best of Lenny’s Newsletter 2023

👋 Hey, Lenny here! Welcome to this month’s ✨ free edition ✨ of Lenny’s Newsletter. Each week I tackle reader questions about building product, driving growth, and accelerating your career. P.S. Don’t miss my brand-new swag store (find great gifts for your favorite PM, or yourself) and…

2 years ago · 140 likes · 4 comments · Lenny Rachitsky

Startup Business Tips 🚀

The Ultimate Framework to build your Ideal Customer Profile for SaaS startups.

Hey - it’s Alex! Welcome to Startup Business Tips, a bi-weekly newsletter, where I share with you 3 actionable growth tactics that will help you quickly grow your SaaS business from €0 to €1 million ARR 🚀. Today we cover: 1️⃣ The Ultimate Framework to build your Ideal Customer Profile…

2 years ago · 24 likes · Alexander Estner

Lenny's Newsletter

How to build a killer sales pitch

👋 Hey, I’m Lenny and welcome to a 🔒 subscriber-only edition 🔒 of my weekly newsletter. Each week I tackle reader questions about building product, driving growth, and accelerating your career. I suck at selling. I bet you do too. But that’s no excuse. We saw in…

2 years ago · 142 likes · 18 comments · April Dunford

Mostly metrics

The Top Metrics for Usage Based SaaS Companies

Quick plug to check out this week’s Run the Numbers Pod with Shippo’s CFO, Olivier Adler. We discuss his experience selling to Amazon, the “oh shit” moment wh…

2 years ago · 31 likes · CJ Gustafson

Noahpinion

The U.S. must not ignore Indonesia

As China’s power grows in Asia, other countries have been forming defensive coalitions to balance it out. Recent examples include Japan’s new military and economic cooperation with Vietnam, closer Japanese cooperation with the Philippines, upgraded ties between…

2 years ago · 180 likes · 52 comments · Noah Smith

Terra Incognita

The Uzbek Consumer Opportunity

With population of 36.2 million Uzbekistan has the largest potential consumer market in Central Asia. It is also a young country, with more than two-thirds of the population being of working-age (15-64), contributing to a strong labour force. The country has maintained a high GDP growth, averaging 5.8 % over the last ten years. Despite the COVID-19 pand…

2 years ago · 3 likes · Robin Butler

Mostly metrics

How to write a great investor update

This past week I had the privilege of catching up with America’s fourth favorite CEO - no, not Brian Chesky - Marc Hostovsky of Minoan Experience. Minoan is changing the way short term rental owners outfit their properties with furniture, while also making those same rental spaces shoppable experiences for guests. They’re pioneering a category they call…

2 years ago · 27 likes · CJ Gustafson

https://hbr.org/2016/09/know-your-customers-jobs-to-be-done

Kyle Poyar’s Growth Unhinged

Your guide to outbound automation

👋 Hi, it’s Kyle from OpenView. I’m back with a 🔥 edition of Growth Unhinged. Today I’m tackling the somewhat controversial topic of outbound automation, aka scaling outbound acquisition without hiring BDRs or SDRs. My two cents: it sounds like a fad, but automated outbound is worth exploring. That’s especially true for SMB-focused or product-led busin…

2 years ago · 52 likes · 11 comments · Kyle Poyar

https://elvischidera.com/2023-10-04-high-output-management

The Indian Pivot

Consumer Retail in India: Premiumisation and Predictions

Ah October. Winter blankets North India with a cloud of smog. Bangalore chugs along (or not, because traffic (except the lone leopard who managed to find the fastest way from Kudlu to Whitefield)). Across the country it is also post harvest, festival, and wedding season, a trifecta which combines to get the Indian consumer to loosen her purse strings. Ret…

2 years ago · 13 likes · Mithun Madhusudan

https://www.boringbusinessnerd.com/post/how-to-be-a-good-manager-at-a-startup

Terra Incognita

Sturgeon's FinTech thesis

The financial services sector is the largest addressable market in every country we invest. At the same time, it is the most outdated industry with limited reach and little to no digitalisation. As a result, consumers must rely on usurious informal lending channels, and businesses are unable to grow without access to the working capital they need. The o…

3 years ago · 4 likes · Robin Butler

https://review.firstround.com/interview-questions-for-management-position

https://danielmiessler.com/p/lower-heart-rate-public-speaking

Lenny's Newsletter

When they hired their first PM

👋 Hey, I’m Lenny and welcome to a 🔒 subscriber-only edition 🔒 of my weekly newsletter. Each week I tackle reader questions about building product, driving growth, and accelerating your career. P.S. Don’t miss Lennybot—my AI chatbot that’s trained on every newsletter post and podcast interview. It’s very good…

2 years ago · 87 likes · 6 comments

Matt's Notes

B2B payments aren’t payments, they’re workflows

I recently wrote about ghost markets and used B2B payments as an example. I got a lot of questions about that, so I wrote this to explain (1) why B2B payments is a ghost market and (2) where opportunities actually exist with B2B payments. If you missed the ghost markets piece, the TLDR is: ghost markets are those that seem attractive, but are actually de…

2 years ago · Matt Brown

Kyle Poyar’s Growth Unhinged

The pre-PMF guide to product management

👋 Hi, it’s Kyle from OpenView. Welcome to Growth Unhinged, my newsletter that explores the playbooks and hidden tactics behind today’s best startups. If you've seen Lenny Rachitsky’s viral post about finding product-market fit (PMF), you know that it took…

2 years ago · 60 likes · 4 comments · Kyle Poyar and Enzo Avigo

https://www.matttbrown.com/notes/the-golden-age-of-vertical-erps

Matt's Notes

How to Build a Category-Defining VERP - Part 2/3

This is part 2 of a 3-part series on Vertical ERPs (VERPs). Here is Part 1 and Part 3. Vertical ERPs (VERPs) are one of the next decade's largest startup opportunities. By combining vertical software and embedded fintech, VERPs are significantly expanding the TAM of every market they touch, while rewriting the traditional SaaS playbook and unit economics…

3 years ago · Matt Brown

https://www.matttbrown.com/notes/verp-product-strategy-vertical-software-payments-and-beyond

BowTied Bull

Populist Movement 2024 and Beyond

Welcome Avatar! For fun we’re going to make our case for a populist movement in the USA going forward. There is no way to prove that this will occur. Instead we’re just going to outline how we see the USA/World evolving over the next several years. Considering the success of Javier Milei and the attention that Nayib Bukele is getting, we’re of the belie…

2 years ago · 129 likes · 32 comments · BowTied Bull

Digital Native

Seed Investing: The State of the Union

Weekly writing about how technology and people intersect. If you haven’t subscribed, join 50,000+ weekly readers by subscribing here…

2 years ago · Rex Woodbury

Digital Native

The Art of Early-Stage Investing

Weekly writing about how technology and people intersect. If you haven’t subscribed, join 50,000+ weekly readers by subscribing here…

2 years ago · Rex Woodbury

https://www.newyorker.com/magazine/2023/01/16/how-should-we-think-about-our-different-styles-of-thinking

https://youexec.com/book-summaries/the-challenger-sale

Stch's Substack

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