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Companies that Matter

How TikTok Surpassed Snapchat and Netflix

If you add up the revenue of Twitter, Snapchat, Zoom, Lyft, Dropbox, Airbnb, and Spotify all together, it still wouldn’t be as big as Bytedance. The company is a behemoth. And Bytedance’s biggest product, by far, is TikTok. This year, TikTok crossed Twitter and Snapchat for US users.  Yet, as recently as two years ago, […]

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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

Deadly sins of PM

Too often, the literature focuses on what PMs should do. But what is the anti-pattern? What should PMs avoid doing? Trying to do everything The PM version of gluttony is trying to do everything. Being the “hero” PM does not mean doing everything, it means doing the right things. Acting like the boss “CEO of […]

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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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Companies that Matter

How to be the Fastest Growing SaaS Company: The Bill.com Story

The Fastest Horse in the Race When Jamin over at Clouded Judgment took a look at the latest quarterly results of all the public SaaS companies, one company’s revenue growth stood out as far above the rest: That is quite a remarkable feat. In an industry filled with fast growers like Snowflake, SentinelOne, and Datadog, […]

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Practice of Product Growth

Product Rockets 🚀

Let’s find companies who are going through product. Because who cares about Unicorns?  We have unicorns and decacorns as terms, but for product professionals, what matters more – market cap, or how that market cap was achieved? Product people do not care about the market cap. Product people do not care about slow growth companies […]

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Practice of Product Growth

Think Like a Product Person

How to think like the best product people in everyday life We all regularly build products in our lives. We encounter a problem. Say, how to organize our email. We develop a system. We iterate. This is product building, everyday.  The fact that we are all building products everyday means we should also all improve […]

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Practice of Product Growth

What Does a Product Growth Manager Actually… Do?

🤔 A Mystifying, New Field 💭 “So, what does a product growth manager do?”  💭 “Isn’t that the same thing as growth?”  💭 “Doesn’t every PM focus on growth?”  I get it. When it comes to buzz-wordery, Product Growth has tons of it. But the field matters. And what people do in it is interesting. […]

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New Tech to Care About

A Greener Crypto Future 🌳? The New #3 Crypto: Cardano

Aug 21, 2021 💭 “Cardano… the altcoin I invested in back in 2017?” I was really surprised to see the headline that Cardano had become the #3 cryptocurrency a few weeks ago. That makes it the leading crypto behind Bitcoin and Ethereum. It is amazing something became so big with me knowing so little. As […]