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← No software company reaches real scale with net revenue retention…
17 connected korrents · 15 moments from 20 Aug 2024 to 15 Sept 2026.
Everything filed under SaaS
SaaS
Everything filed under startups
startups
Everything filed under AI agents
AI agents
Everything filed under market efficiency
market efficiency
Everything filed under software performance
software performance
Everything filed under LLMs
LLMs
Everything filed under team size
team size
Everything filed under LLMs
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 Same subject Same subject Read this korrent: No software company reaches real scale with net revenue retention below one hundred percent, because cancellation simply wins. 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: SaaS stocks are a buy right now. — tap to centre the map on it SaaS stocks are a buy right now. Last stated 5 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: Agents will increase the number of users of SaaS rather than get rid of it. — tap to centre the map on it Agents will increase the number of users of SaaS rather than get rid of it. Last stated 5 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Last stated 3 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — 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: Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic. — tap to centre the map on it Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic. Last stated 2 years ago
1 Oct 2024
TG
Tren Griffin — holds since 2024-10-01 — tap for who they are
Same subject: The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them. — tap to centre the map on it The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them. Last stated 2 months ago
26 Aug 2026
CM
Casey Muratori — holds since 2026-08-26 — tap for who they are
Same subject: If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. — tap to centre the map on it If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Deploying straight to production with no staging server is the right trade for a solo developer, because the speed is worth the risk. — tap to centre the map on it Deploying straight to production with no staging server is the right trade for a solo developer, because the speed is worth the risk. Last stated 2 years ago
20 Aug 2024
PL
Pieter Levels — holds since 2024-08-20 — 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
No software company reaches real scale with net revenue retention below one hundred percent, because cancellation simply wins.
Holds Read this korrent →
SaaS stocks are a buy right now.
Holds
Agents will increase the number of users of SaaS rather than get rid of it.
Holds
Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying.
Holds
A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric.
Holds
Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic.
Holds
The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them.
Holds
If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it.
Holds
Deploying straight to production with no staging server is the right trade for a solo developer, because the speed is worth the risk.
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