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Subscribed 4 years, 6 months ago
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Edition #524, 03-Jul-2026
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One of our competitors used to share their MRR publicly. It was a huge advantage for us, as we knew we were growing faster. We could ignore the competition and double down on what we were building.
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<br/>
In an era where the barriers to build are low, is there an advantage to building in public? One of our articles this week discusses what you should share (and what you shouldn’t).
<br/>
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Enjoy,
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<strong>
Nick Franklin
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Founder & CEO
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This week in SaaS
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More plans, faster growth?
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Higher-ARR organizations tend to offer more plans, but correlation isn't causation. Plan count may be a result of momentum, as scaling companies add tiers for segmentation, enterprise packaging, and regional pricing. Analysis of 4,000+ companies shows that broader plan catalogs correlate with stronger, faster growth. Regardless of size, faster-growing companies have more plans. Those that continue adding plans tend to demonstrate higher growth.
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<em>
"The takeaway is that growth is influenced not only by having a diverse set of plans early on, but also by continuously introducing new products and pricing options over time. So interesting how fast-growing companies tend to add significantly more plans (more than 10) than stagnant or declining companies."
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How AI-native companies are scaling on a direct enterprise sales motion
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With a salary of $250K to $450K, a Forward Deployed Engineer (FDE) costs less than an enterprise AE and solutions engineer, and produces compounding growth. Fast-rising tech companies embed one with each customer to turn the demo into a working deployment after the contract is signed. This custom work gets cheaper to repeat as patterns turn into features and get repackaged into a product. PLG created the perception that direct sales was the old-school way to grow. With FDEs, companies are reaching $100M ARR as fast as Cursor.
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"Palantir’s answer was to embed engineers inside the customer to build in real time. That model was mocked for a decade as expensive consulting wearing a software costume, right up until the stock returned roughly 640% over five years."
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Building in public is not what it used to be
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</h1>
</td>
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</tbody>
</table>
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<p style="margin:0;margin-bottom:16px">
When it's easy to vibe-code a copycat product, the risk of building in public seems high. But the hardest part of building a clone was always earning distribution, buyer trust, and repeat business. Competitors can build the same features, but they don't know the decisions behind them. To build in public, keep the blueprint private and make your judgement public. A founder's reasoning, taste and mistakes create community and trust in a way a clone often can’t replicate.
</p>
<p style="margin:0">
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"More people can open a repository, describe a feature set and produce something uncomfortably familiar. That creates more noise and anxiety. But the conversion from starting a clone to becoming a competitor who takes your customers follows different economics."
</em>
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<h1 style="margin:0;color:#091121;direction:ltr;font-family:'Open Sans','Helvetica Neue',Helvetica,Arial,sans-serif;font-size:15px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:18px">
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The perils of tokenmaxxing: how to govern AI spend without sacrificing speed
</span>
</h1>
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<p style="margin:0;margin-bottom:16px">
Companies tracked tokens to measure AI usage, which led to tokenmaxxing and bills worth thousands of dollars. Here's how companies can make AI work them without limiting usage or subscriptions. Start measuring AI output against company goals: time saved, increased operational efficiency, and the impact on metrics such as conversation rates, leads, or website traffic.
</p>
<p style="margin:0">
<em>
"AI that helps someone make a bad decision faster isn't an improvement. A token that produces output a human immediately throws away is a wasted token by definition—and if that's happening consistently, it usually means the AI is being used in the wrong part of the workflow. "
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Chart of the week
</span>
</h1>
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<p style="margin:0">
AI isn't killing jobs: companies that use AI grow their headcount 10% over the two years following AI adoption.
<a rel="noopener" style="text-decoration: underline; color: #666e89;" target="_blank">
Learn more
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Industry advice we loved this week
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1
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Change what ChatGPT says about your product:
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by editing your website footer.
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<b>
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Repost your best social media videos 8-10 times:
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most of your audience won't see the same post twice.
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Make your swag so good:
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that people would pay for it.
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1 week, 1 day ago - nfranklin@chartmogul.com
🚀 SaaS Roundup: Should you build in public when copying is easy?
Your MRR could be their advantage. Plus, a roundup of this week’s best SaaS thinking. ͏ ͏ ͏ ͏ ͏ ͏...