Ted Glasnow

What matters much more is two other questions: 1) Your value metric 2) Your ideal customer profiles and segments

Key not just to revenue but the rest of the business generally is seasonality.

A product without a monetization plan is a feature, not a company

Michael Porter...found that there are only tow paths to winning a market.

1. Operational effectiveness : Performing activities better than rivals 2. Differentiating: Performing activities differently, or performing different activities, thanrivals

Type of company: Consumer subscription products; Most common North Star Metric: Engagement or customer growth

 In our process growing Fy protein, we use 99% less land, 99% less water, and 94% less greenhouse gases than traditional beef production.

I spent this week looking at hundreds of companies and found that there are seven common ways to differentiate:1. Be the cheapest2. Be the highest quality3. Be the most convenient4. Be the safest5. Sell a proprietary product6. Sell something that makes people feel great buying 7. Focus on a niche underserved market

it's hard, as Salesforce, to re-architect your entire platform to be built on top of this notion of a cloud data warehouse, especially when all these other vendors have already built tools on top of your own platform. I'm not sure how you go from point A to point B there.