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← Every subscription business has a hard ceiling on its size: new…
15 connected korrents · 11 moments from 9 Jan 2023 to 15 Sept 2026.
Everything filed under SaaS
SaaS
Everything filed under AI agents
AI agents
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startups
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LLMs Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Every subscription business has a hard ceiling on its size: new customers per month divided by the cancellation rate. Every subscription business has a hard ceiling on its size: new customers per month divided by the cancellation rate. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: Cancellations always overtake marketing, because cancellations grow automatically with the company while marketing grows only as fast as you can improve it. — tap to centre the map on it Cancellations always overtake marketing, because cancellations grow automatically with the company while marketing grows only as fast as you can improve it. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: Retention is what makes a consumer subscription business possible: without it the whole burden falls on getting a stranger to pay on day one. — tap to centre the map on it Retention is what makes a consumer subscription business possible: without it the whole burden falls on getting a stranger to pay on day one. Last stated a year ago
5 Oct 2025
AC
Albert Cheng — holds since 2025-10-05 — tap for who they are
Same subject: Hassling customers to prevent cancellations can harm a company's reputation — tap to centre the map on it Hassling customers to prevent cancellations can harm a company's reputation Last stated 4 years ago
9 Jan 2023
DH
David Heinemeier Hansson — holds since 2023-01-09 — tap for who they are
Same subject: No software company reaches real scale with net revenue retention below one hundred percent, because cancellation simply wins. — tap to centre the map on it No software company reaches real scale with net revenue retention below one hundred percent, because cancellation simply wins. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: For streaming services, a large back catalog matters more for reducing subscriber churn than for boosting sign-up numbers. — tap to centre the map on it For streaming services, a large back catalog matters more for reducing subscriber churn than for boosting sign-up numbers. Last stated a month ago
15 Sept 2026
MS
M.G. Siegler — holds since 2026-09-15 — tap for who they are
Same subject: A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. — tap to centre the map on it A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. — tap to centre the map on it After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
Same subject: Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. — tap to centre the map on it Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. Last stated 4 months ago
30 Jun 2026
MT
Meng To — holds since 2026-06-30 — tap for who they are
Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run on servers and from the cloud first, not on your laptop. Last stated 4 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. Last stated 3 months ago
28 Jul 2026
BS
Blake Scholl — holds since 2026-07-28 — tap for who they are
Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. Last stated 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. — tap to centre the map on it A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. Last stated 5 months ago
2 Jun 2026
JJ
Justin Jackson — holds since 2026-06-02 — tap for who they are
Same subject: A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. — tap to centre the map on it A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. Last stated 5 months ago
21 May 2026
RK
Rohit Krishnan — holds since 2026-05-21 — tap for who they are
Same subject: A company cannot be led by machines, because nobody would have recourse against them. — tap to centre the map on it A company cannot be led by machines, because nobody would have recourse against them. Last stated a month ago
15 Sept 2026
TL
Tobias Lütke — holds since 2026-09-15 — tap for who they are
Same subject: A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. — tap to centre the map on it A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. Last stated 2 months ago
10 Aug 2026
PS
Peter Steinberger — holds since 2026-08-10 — tap for who they are
At the centre
Every subscription business has a hard ceiling on its size: new customers per month divided by the cancellation rate.
Holds Read this korrent →
Cancellations always overtake marketing, because cancellations grow automatically with the company while marketing grows only as fast as you can improve it.
Holds
Retention is what makes a consumer subscription business possible: without it the whole burden falls on getting a stranger to pay on day one.
Holds
Hassling customers to prevent cancellations can harm a company's reputation
Holds
No software company reaches real scale with net revenue retention below one hundred percent, because cancellation simply wins.
Holds
For streaming services, a large back catalog matters more for reducing subscriber churn than for boosting sign-up numbers.
Holds
A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric.
Holds
After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again.
Holds
Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud.
Holds
AI agents and AI coding will run on servers and from the cloud first, not on your laptop.
Holds
“Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now.
Holds
A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero.
Holds
A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use.
Holds
A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does.
Holds
A company cannot be led by machines, because nobody would have recourse against them.
Holds
A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor.
Holds