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@ThinkingUSD ⤴️ But most won’t get it

@ThinkingUSD going Uri Geller on ‘em

@ThinkingUSD Or switch to selling bent spoons.

@ThinkingUSD how bad did early employees of airtable get burnt on their equity?

@ThinkingUSD half these saas shops are one free tier from a bigger player away from a permanently bent spoon

@ThinkingUSD in defi you get vampire attacked if you snooze for a day

@ThinkingUSD Spoon's already bent for half of them. Capital's tighter and the growth-fixes-everything crowd has thinned out.

@ThinkingUSD Yep. SaaS without speed becomes a very polite way to finance your own funeral.

@ThinkingUSD 'Good enough growth' is starting to look like a deprecated product tier.

@ThinkingUSD x.com/i/grok/share/641b4c028cc…

@ThinkingUSD what's the first place it shows for you, net retention or new logos?

@ThinkingUSD Speed only helps if retention compounds. Otherwise SaaS growth is just borrowing next quarter’s churn at today’s acquisition cost.

@ThinkingUSD the funny part is the ones that aren't growing fast think they're the exception

@ThinkingUSD 120m arr and still getting clubbed like a baby seal, i've seen it 🐸

@ThinkingUSD The ugly part is that slow growth used to buy time. Now it buys a meeting with Bending Spoons. If growth stalled tomorrow, would you protect retention first or cut until the runway could outlast the market?

@ThinkingUSD Products get commoditized fast when growth stalls