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Airbnb S-1 (Part 1): So How Profitable Is This Thing Really?

View from Seed

Airbnb’s availability as a marketplace and its aggregation of substantial consumer demand has actually meant certain forms of lodging have been newly built or converted into rooms for the primary purpose of listing on Airbnb. Airbnb therefore generates substantially higher free cash flow (FCF) than accounting profit.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

View from Seed

Chewy sells tens of thousands of products from many 3rd party brands, as well as its own private label brands (though latter remains <10% of sales). Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. Annual Net Sales By Customer Cohort. in revenue.

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Chewy S-1: Category Leadership + Conveyor Belt Into Consumers’ Homes

Agile VC

Chewy sells tens of thousands of products from many 3rd party brands, as well as its own private label brands (though latter remains <10% of sales). Chewy helpfully provides some cohort data on both aggregate $ revenue, active customer spend, and LTV/CAC basis. Annual Net Sales By Customer Cohort. in revenue.

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How High-Performing Companies Use North Star Metrics In Practice

ConversionXL

How did Outreach grow in just a few years to 50,000 monthly active users , $10 million in new bookings, and net revenue retention (NRR) of more than 140%? They even employ a dedicated “System Implementation Manager” whose sole responsibility is to drive adoption and get 70% of customers using the product daily. It changes your focus.

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Entrepreneurs Need to Find the Best ‘Curators’

Startup Professionals Musings

These days, we all have to rely on a few trusted sources to digest and filter information, net out the relevant messages, and steer us with links to accurate details. These are great for understanding the big picture, spotting trends, and product reviews. TechCrunch , founder Michael Arrington.

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Why Online Video Just Took One More Big Step to Legitimacy

Both Sides of the Table

And for the record, that’s per month not total in aggregate! Production costs have fallen more than 90%. My estimate is that the top 5 YouTube networks will do > $200 million net revenue in 2013 (after Google’s share). This has been a very welcome addition. The future of the Internet is video.

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Why You Should Think Twice Before You Send That Intro Email

Both Sides of the Table

I’m talking in aggregate. Ask yourself the tough question about how you might spend that time more productively getting your job done well. There are also many times where that meeting isn’t really focused or productive. They think they’re doing the startup a favor by casting a wide net to VCs.

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