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Companies that Matter

How Block Grew to $18B Revenue in 13 Years

“Thinking deeply about payments.” In 2008, this sounded like the job of companies like Visa and Mastercard.  But, in the end, the company that disrupted the merchant payment experience was a small upstart. After being fired from Twitter in 2008, Jack Dorsey came back with a new company that was thinking deeply about payments.  From […]

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Companies that Matter

From 0 to $70B ARR: The AWS Profile

In 2002, Amazon launched a side business with little fanfare: cloud Infrastructure as a service. 20 years later, it now makes over $70B in annual revenue. It’s a huge business. In fact, AWS’ hefty profit represents well over 50% of Amazon’s total. It is Amazon’s crown jewel. In a conglomerate full of great businesses, it […]

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Practice of Product Growth

The Languages of Product Management

Product managers need to be multi-lingual.  If you do not speak the language of the function you are interacting with, everything becomes more difficult. Conversations take longer. Alignment becomes tedious, if it ever happens. Stakeholders come back after a feature is launched with a list of complaints.  The best PMs prevent these messes by speaking […]

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Product Growth Optimization

The New Advertising World Order

Amazon, Snap, and Google up double digits after earnings. Meta down double digits. It was a wild week in big tech, with advertising at the center of the story. Amazon finally disclosed its advertising revenue. As Benedict Evans noted, at $31B in 2021, it is roughly the size as the entire global newspaper industry. The […]

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Product Growth Optimization

Wordle is the Anti-Growth Hack

Modified version originally published in Master the Meta. Just a few weeks into the year, we already have our first hit game of 2022. As Emily Coleman said, “Wordle is the sourdough starter of Omicron.” In a world of increasing social disconnection and outside-the-home chaos, Wordle has been a comforting, participate-with-other social gaming phenomenon. The simple […]

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Companies that Matter

Netflix: Lessons in Experimentation

A Collaboration with Productify  Product people are both lovers and haters of experiments. On the one hand, they are great at helping measure the result of changes.  On the other hand, launching anything as an experiment takes more analytics and engineering work, and typically also slows down forward progress. If you already have a vision […]

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Companies that Matter

From 0 to $50B: the Coinbase Profile

Brian Armstrong just bought one of the most expensive homes in the state of California. For $133M, his modern Bel Air mansion is now one of the priciest single-family home transactions ever.  The self-confessed “on the spectrum” (of Autism) CEO has managed to become one of the world’s richest entrepreneurs, as well as one of […]

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Practice of Product Growth

The 5 Mistakes of Creators Who Aren’t Growing

5 common problems with creators who aren’t growing: 1. Content is all over the place. Have a consistent through line in your messages and work. Build an expectation with your audience. Don’t talk about food, buddha, PM, and AC Milan together. A master throughliner to model off of is Teresa Torres. 2. Content volume isn’t high […]

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Practice of Product Growth

🗺️ How to Prioritize a Roadmap

A Guide for Product Teams As product leaders, we are constantly asked to share a roadmap of features we intend to build. As well intentioned as the product literati that argues against roadmaps are, after pit stops in product across 6 tech companies, I have generally always seen them produced. They provide clarity to customers, […]

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Companies that Matter

How to Build a Neobank: the Nubank Story

Nubank is one of the buzziest FinTechs around. Over the last three years, it grew from 3.7 million customers to 48.1 million customers. That’s a 100% CAGR in new customer additions. It looks like your typical exponential hockey stick: For size perspective, Bank of America only has 40.0 million digital active users of its consumer […]