You only compete with one thing

Take Asana. It would be fair to say Basecamp competes with Asana, in a traditional sense. But in 2021 they lost $285,000,000. In 2020 they lost $210,000,000. And in 2019 they lost $118,000,000. And they're on track to lose even more with over $370,000,000 in losses booked for the trailing twelve months. That's closing in on a billion dollars in los... See more

More heads down, less looking around.

Or take HEY. HEY has tens of thousands of paying customers. For us that's a win. For Google/Gmail it would be a huge failure. They need a whole lot more to make something worth it. We need a whole lot less to make it a spectacular success. HEY has tens of thousands of users. Gmail has a billion. So are we "losing" to Gmail? Or are HEY and Gmail bot... See more