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Thinking beyond frameworks | Casey Winters (Pinterest, Eventbrite, Airbnb, Tinder, Canva, Reddit, Grubhub)

30 Mar 2023 28 published claims 2 attributable people
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Speakers in the public record

Casey WintersLenny Rachitsky

Claim mix

belief 12evaluation 5uncertainty 4prediction 3recommendation 2commitment 1preference 1

Evidence policy

Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

28 published records

02 / belief

Whereas, if you get the hard part done upfront, it opens up a lot of amazing adjacencies, different ways to grow. I think there's definitely truth in that statement.

“Whereas, if you get the hard part done upfront, it opens up a lot of amazing adjacencies, different ways to grow. I think there's definitely truth in that statement.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

03 / belief

I was going to ask why you call it zero interest rate phenomenon, but I think what I'm hearing is it's when interest rates are zero, everyone's got a lot of money, things are going great.

“I was going to ask why you call it zero interest rate phenomenon, but I think what I'm hearing is it's when interest rates are zero, everyone's got a lot of money, things are going great.”
Speaker
Lenny Rachitsky
Publisher
Lenny's Podcast

05 / belief

The other lesson I took away ... Because I interviewed a lot of these early B2C subscription app founders and employees, and I think about companies like Grammarly, Duolingo, Noom.

“The other lesson I took away ... Because I interviewed a lot of these early B2C subscription app founders and employees, and I think about companies like Grammarly, Duolingo, Noom.”
Speaker
Lenny Rachitsky
Publisher
Lenny's Podcast

07 / uncertainty

I imagine you have a lot of skills and you were very valuable to the company, but I don't know, for someone in that's role maybe right now, just like, "Here's something that I did that maybe you should do.

“I imagine you have a lot of skills and you were very valuable to the company, but I don't know, for someone in that's role maybe right now, just like, "Here's something that I did that maybe you should do.”
Speaker
Lenny Rachitsky
Publisher
Lenny's Podcast

08 / belief

Some things I pay attention to is if they're talking about solutions that are going to take a long time to get signal from, whether it's months and months of engineering time before you actually see the impact on users or the business, I think that's always great.

“Some things I pay attention to is if they're talking about solutions that are going to take a long time to get signal from, whether it's months and months of engineering time before you actually see the impact on users or the business, I think that's always great.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

09 / belief

I think Zillow is really interesting in that a real estate listing site is not particularly an interesting product, but the ability of saying, very rarely do both sides of this network, people who are buying homes and selling homes need to connect, but I can find a way for the brand to connect with both of them by giving real time pricing information on the value of homes, and that creates a much stickier product for both sides.

“I think Zillow is really interesting in that a real estate listing site is not particularly an interesting product, but the ability of saying, very rarely do both sides of this network, people who are buying homes and selling homes need to connect, but I can find a way for the brand to connect with both of them by giving real time pricing information on the value of homes, and that creates a much stickier product for both sides.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

13 / belief

OpenTable promised both a SaaS tool that would help you understand what tables are open and where to seat people, so for the host in the front of the house in a restaurant, but also bring in additional reservations to fill up your restaurant. Because I think what people misunderstand about restaurants is they're, "Oh, these restaurants are these incredibly low-margin businesses.

“OpenTable promised both a SaaS tool that would help you understand what tables are open and where to seat people, so for the host in the front of the house in a restaurant, but also bring in additional reservations to fill up your restaurant. Because I think what people misunderstand about restaurants is they're, "Oh, these restaurants are these incredibly low-margin businesses.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

14 / belief

I think you overestimate my importance or awareness in the community. I think most people have no idea who I am when they start talking to me.

“I think you overestimate my importance or awareness in the community. I think most people have no idea who I am when they start talking to me.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

15 / belief

Faire is a company I advised more recently that I think has unlocked this model in the reverse, where Faire is a wholesale marketplace between independent retailers and brands so that you could sell products at these retailers, like a boutique in your local neighborhood.

“Faire is a company I advised more recently that I think has unlocked this model in the reverse, where Faire is a wholesale marketplace between independent retailers and brands so that you could sell products at these retailers, like a boutique in your local neighborhood.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

17 / uncertainty

I don't know how many of you have heard it, but it's about a group of college kids who graduate, but they just decide not to leave campus and start their lives, and they just stick around campus.

“I don't know how many of you have heard it, but it's about a group of college kids who graduate, but they just decide not to leave campus and start their lives, and they just stick around campus.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

18 / belief

I think the main way this happens with cross-side network effects that we typically talk about for marketplaces is when a disruptor dramatically expands selection.

“I think the main way this happens with cross-side network effects that we typically talk about for marketplaces is when a disruptor dramatically expands selection.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

19 / preference

I think another thing that was working pretty well before the pandemic in building disrupters was focusing on the pickup use case, which DoorDash cannot do as easily.

“I think another thing that was working pretty well before the pandemic in building disrupters was focusing on the pickup use case, which DoorDash cannot do as easily.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

21 / recommendation

I think if you do state your point, you've actually built up the expertise, you're confident and you are refuted for whatever reasons, you have to find ways to be contrarian and prove you're right.

“I think if you do state your point, you've actually built up the expertise, you're confident and you are refuted for whatever reasons, you have to find ways to be contrarian and prove you're right.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

22 / prediction

What that means is you need higher user-based retention than B2B SaaS businesses with more unpredictable users, and it's a lot higher than, I think, founders tend to think.

“What that means is you need higher user-based retention than B2B SaaS businesses with more unpredictable users, and it's a lot higher than, I think, founders tend to think.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

23 / evaluation

This is something I started noticing while managing PMs and product designers at Eventbrite, and it's now coming up with Whatnot as I help them hire new PMs, is the environment in which a lot of product managers have come up is very distorted from when you and I started doing this kind of work. I think we used to always describe PMs as this gang of misfits.

“This is something I started noticing while managing PMs and product designers at Eventbrite, and it's now coming up with Whatnot as I help them hire new PMs, is the environment in which a lot of product managers have come up is very distorted from when you and I started doing this kind of work. I think we used to always describe PMs as this gang of misfits.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

24 / recommendation

I think some mistakes I made early that I corrected successfully is you want to show that you are caring and paying attention to the overall business first before just taking care of your own product designers, product managers, researchers, whoever.

“I think some mistakes I made early that I corrected successfully is you want to show that you are caring and paying attention to the overall business first before just taking care of your own product designers, product managers, researchers, whoever.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

25 / evaluation

Then when you start scaling the company because you found product-market fit, it's the first time that founders run into this classic problem of what got you here won't get you there.

“Then when you start scaling the company because you found product-market fit, it's the first time that founders run into this classic problem of what got you here won't get you there.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

26 / evaluation

All of these are examples of SaaS businesses that in providing a SaaS service, deal with the customer and the customer's customer. That makes it a lot easier because you already have a relationship.

“All of these are examples of SaaS businesses that in providing a SaaS service, deal with the customer and the customer's customer. That makes it a lot easier because you already have a relationship.”
Speaker
Casey Winters
Publisher
Lenny's Podcast

28 / evaluation

The more scale you have tends to be you have less sophisticated customers because you're generally like a consumer thing where the customers are rational.

“The more scale you have tends to be you have less sophisticated customers because you're generally like a consumer thing where the customers are rational.”
Speaker
Casey Winters
Publisher
Lenny's Podcast
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