Business Thinking
Unit economics, LTV/CAC, marketplace dynamics, pricing.
Two-sided marketplaces: why you can't grow one side alone
A marketplace has two different groups of users who each only show up because the other group is already there. That chicken-and-egg problem shapes almost every marketplace decision.
Subscription churn: why a small monthly number compounds into a big problem
2% monthly churn sounds harmless. Compounded over a year, it means losing a real chunk of your subscriber base, without adding a single new signup.
Unit economics: does ONE transaction actually make money?
Before any acronym like LTV or CAC, ask the simpler question: strip away scale entirely, and does a single order, ride, or subscriber turn a profit on its own?
LTV, CAC, and payback period: three numbers that decide if growth spending is sane
LTV bigger than CAC sounds like enough to justify spending on growth. It's not, by itself. Payback period is the number that decides whether the company survives long enough to collect.
Price elasticity: why 'just raise prices' is never the whole answer
The exact same price increase can be a great idea or a disaster, depending on one number: how much customers actually care about the price.
Dark-store ops: the real-world math behind 10-minute delivery
10-minute delivery isn't really a logistics trick. It's a real-estate and inventory problem wearing a logistics costume.