KPI / [user level time-based metric or other scope-based metric] cohort charts have been very good in private markets and expect to hit public markets too.
AS crucial, if attention truly is scarce metric than competitive scope becomes global in nature, versus sector based.
AS crucial, if attention truly is scarce metric than competitive scope becomes global in nature, versus sector based.
We don't see this in business model stuff as much yet. But already see in distribution channel stuff
But I also think people misread the attention scarcity stuff a bit too. Always has been increasing competition on attention. And it is one of a few core scarcities. Most of current wave of feeling its scarce is more about end of early innings of last decade of distribution waves
