ProsperStack reposted this
Nearly 6 years ago I burnt the ships and launched ProsperStack. Since then: AI everywhere, interest rates 7-8% higher, and more competition than I've ever seen. If you asked me what matters MORE now than it did in 2020 (not less), it's these two things nobody wants to talk about: 1. Financial discipline AI has completely collapsed build times. What used to take quarters can be cloned before your next board meeting, which means there are going to be a lot of companies competing in every category. The ones that win are going to be the ones that are more economically disciplined. - Best go-to-market strategy - Best pricing strategy - Tightest CAC (Not the ones shipping the most features) The growth-at-all-costs era is over. Competition is through the roof, acquisition costs are brutal, and you just have to make the unit economics work to build something that lasts. 2. Retention - WAY earlier than you think you need it I see it happen all the time. Founders wait until churn becomes a thorn in their side to take it seriously. Then they wake up one morning and realize all of their newly acquired revenue is being completely washed out by lost revenue from churning customers. Even scarier, they don't even know the main drivers of churn because they never invested in learning them. The companies pulling ahead right now are watching the long-term signals (NRR, expansion, cohort health) long before those numbers become emergencies. They're treating retention as a growth lever 2-3 stages earlier than they were just a couple of years ago. Building the product was the hard part in 2020. In 2026, everyone can build. The companies that'll survive (and win) over the next 2-3 years are ruthlessly focusing on the fundamentals.