“We put together a growth model for the business and paired that with like, okay, how does this correlate with retail growth and distribution growth and, you know, the unit economics.”
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Said on Road 2 Retail
Matt Kropp · The So What from BCG · Lessons on Token-Based Competition from My All-AI Company
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partnered with Cursor to obtain token-consumption data for 107 public tech companies and correlated it with growth rates
top quintile grew 15% avg; bottom quintile grew 5% avg
“We put together a growth model for the business and paired that with like, okay, how does this correlate with retail growth and distribution growth and, you know, the unit economics.”
“‘…works now that just lay out concrete asks of what exact data companies should provide to maybe the public or even governments or third party auditors.’”
“Sharp Tech is now going to be a public podcast going forward. Every episode will be on YouTube.”
“I used to really check before I went and did a speech at some company, how fast the company was growing. I would ask like kind of about revenue growth and about headcount growth”
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