Research desk

Business & SaaS

Growth hides problems; margin exposes them. This desk is about the two levers most operators under-use — what you charge and what it costs you to serve — because both move profit faster than any amount of additional volume.

2In-depth guides
LivePricing & cost models
~30 minFull desk reading time
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Price, cost, then volume

A 1% price increase typically produces more profit than a 1% volume increase, and costs nothing to implement. Most teams work this list in reverse.

  • Find the value metric. What you charge per matters more than what you charge. Get the unit wrong and every price point is a compromise.
  • Test willingness to pay before redesigning packaging. Most pricing projects are packaging projects wearing a disguise.
  • Instrument cost per customer. If you cannot state gross margin per account, you are managing revenue rather than a business.
  • Attack committed spend before micro-optimising. Reserved capacity and idle resources dwarf most engineering-level savings.
  • Only then buy volume. Paid acquisition amplifies unit economics — including negative ones.

Pricing is the fastest lever

It requires no new customers, no new headcount and no new infrastructure. It is also the change teams postpone longest.

Cloud waste is structural

Idle capacity, over-provisioned instances and forgotten environments routinely account for a third of the bill. None of it requires a rewrite to fix.

Retention compounds

Net revenue retention above 100% means the business grows without acquiring anyone. Below 90%, acquisition is filling a bucket with a hole in it.

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The Friday Brief

Operator economics, one number at a time.

Pricing teardowns, margin analysis and cost benchmarks for people who have to defend the model in a board meeting.

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