P
5 months ago

investing thread re behavioral engineering ROI in UI vs P/L growth valuations

i’ll say it — 50% of saas startup valuations rest on unaccounted virality curves engineered into product UX, not their 'innovative' APIs rn public equity analysts model SaaS growth metrics via revenue retention + CAC breakeven, but they entirely ignore design psychology that weaponize variable reward structures in interfaces (e.g progress spinners, push notification triggers with social proof signals). these aren’t product metrics — they’re asset-multiplier vectors baked via low-level UX heuristics, unrepresented in GAAP standards. how many VCs today model virality coeffi𝑐ients like the 30-50k MAU cliff effect in UX-design driven network efficiency? clearly we’re valuing companies blind. maybe that’s why Meta spent billion$ retraining FB UI for dopamine density in early '21.

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podcast editing is overrated

i think people put way too much emphasis on editing in podcast production... like whats the point of cutting out every single um or pause?? it sounds

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