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← Price selects the market: a serious buyer reads a low price as…

17 connected korrents · 16 moments from 17 Aug 2016 to 27 Sept 2026.

Everything filed under SaaS SaaS Everything filed under product management product management Everything filed under semiconductors semiconductors Everything filed under behavioural science behavioural science Everything filed under value investing value investing Everything filed under startups startups Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Price selects the market: a serious buyer reads a low price as evidence that the product cannot possibly be good enough. Price selects the market: a serious buyerreads a low price as evidence that theproduct cannot possibly be good enough. Last stated 9 months ago 25 Jan 2026 JC Jason Cohen — holds since 2026-01-25 — tap for who they are Same subject: Companies that constantly retune their pricing cheapen the product, because customers learn to wait for the next discount. — tap to centre the map on it Companies that constantly retunetheir pricing cheapen the product,because customers learn to wait forthe next discount. Last stated a year ago 18 Sept 2025 TL Tobias Lütke — holds since 2025-09-18 — tap for who they are Same subject: Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes. — tap to centre the map on it Allocating scarce chips to thehighest bidder is bad business — youset your price and keep it, howeverhigh demand goes. Last stated 6 months ago 15 Apr 2026 JH Jensen Huang — holds since 2026-04-15 — tap for who they are Same subject: Charging different customers wildly different prices is a mistake, because the market talks. — tap to centre the map on it Charging different customers wildlydifferent prices is a mistake,because the market talks. Last stated 2 months ago 23 Aug 2026 JA Jen Abel — holds since 2026-08-23 — tap for who they are Same subject: "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. — tap to centre the map on it "Too expensive" is never the realreason a customer cancels, becausethey already decided the price wasacceptable when they bought. Last stated 9 months ago 25 Jan 2026 JC Jason Cohen — holds since 2026-01-25 — tap for who they are Same subject: Customer feedback that reads well on the surface can wreck a product once applied; it is very hard to say no to a good idea for the product's long-term good. — tap to centre the map on it Customer feedback that reads well onthe surface can wreck a product onceapplied; it is very hard to say noto a good idea for the product'slong-term good. Last stated 2 years ago 21 Feb 2025 TC Thiago Costa — holds since 2025-02-21 — tap for who they are Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in the trillions isnot thereby overpriced; the test iswhat revenues and margins that priceactually requires. Last stated 11 months ago 3 Dec 2025 AD Aswath Damodaran — holds since 2025-12-03 — tap for who they are Same subject: Product-market fit shows up as anger when you tell people they cannot have it yet, not as polite interest. — tap to centre the map on it Product-market fit shows up as angerwhen you tell people they cannothave it yet, not as polite interest. Last stated 2 months ago 10 Aug 2026 PS Peter Steinberger — holds since 2026-08-10 — 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, realadvantages, and sustained effortbehind a hard product and still failif it doesn't give customers astrong enough reason to switch fromwhat 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 $100,000 enterprise deal needs an executive sponsor to sign off and allocate the budget. — tap to centre the map on it A $100,000 enterprise deal needs anexecutive sponsor to sign off andallocate the budget. Last stated 2 months ago 23 Aug 2026 JA Jen Abel — holds since 2026-08-23 — tap for who they are Same subject: A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. — tap to centre the map on it A best-in-class product should bepriced at the point where customerssay it is starting to get expensive,not at the point where they wouldcall it a bargain. Last stated 2 years ago 23 Mar 2025 RV Rahul Vohra — holds since 2025-03-23 — tap for who they are Same subject: A boring but non-superficial SaaS app that would have done well five years ago might now get no signups because tens of thousands can easily vibe code it. — tap to centre the map on it A boring but non-superficial SaaSapp that would have done well fiveyears ago might now get no signupsbecause tens of thousands can easilyvibe code it. Last stated 2 months ago 1 Sept 2026 PL Pieter Levels — holds since 2026-09-01 — tap for who they are Same subject: AI is too critical to be delivered only as a centralized, hosted service. — tap to centre the map on it AI is too critical to be deliveredonly as a centralized, hostedservice. Last stated 5 months ago 14 May 2026 SS Salvatore Sanfilippo — holds since 2026-05-14 — tap for who they are Same subject: Client-side image editing software like Photoshop and Lightroom will be obsolete by the end of the year. — tap to centre the map on it Client-side image editing softwarelike Photoshop and Lightroom will beobsolete by the end of the year. Last stated 4 weeks ago 27 Sept 2026 DH David Heinemeier Hansson — holds since 2026-09-27 — tap for who they are Same subject: Decentralizing storage is not enough: software must be delivered as a package each user runs a private copy of, not as a service. — tap to centre the map on it Decentralizing storage is notenough: software must be deliveredas a package each user runs aprivate copy of, not as a service. Last stated 10 years ago 17 Aug 2016 KV Kenton Varda — holds since 2016-08-17 — tap for who they are Same subject: A subscription price increase is not justified by adding a minor AI feature. — tap to centre the map on it A subscription price increase is notjustified by adding a minor AIfeature. Last stated 4 months ago 7 Jul 2026 SZ Stefan Zweifel — holds since 2026-07-07 — tap for who they are Same subject: Every app is now a very slow API whether it wants to be or not, and personal agents will make a whole category of apps disappear. — tap to centre the map on it Every app is now a very slow APIwhether it wants to be or not, andpersonal agents will make a wholecategory of apps disappear. Last stated 8 months ago 12 Feb 2026 PS Peter Steinberger — holds since 2026-02-12 — tap for who they are Same subject: Neither seats nor tokens can price an agent, because neither of them measures whether the job got done. — tap to centre the map on it Neither seats nor tokens can pricean agent, because neither of themmeasures whether the job got done. Last stated a year ago 18 Aug 2025 CB Clay Bavor — holds since 2025-08-18 — tap for who they are
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At the centre Price selects the market: a serious buyer reads a low price as evidence that the product cannot possibly be good enough. Last stated 25 Jan 2026 · 9 months ago Holds Jason Cohen Read this korrent →