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The old script has expired, and the new narrative hasn't been written yet. That's the most exciting part.
Author: Mike Vernal, Conviction Investor and Engineer
Translation: Peggy
Original author: Rhythm BlockBeats
Original source:
Reprint: Mars Finance
Editor's note: In the past, startup enterprise software often followed a clear path: first find a small enough entry point with growth potential, using a single-point product to reach tens of millions of dollars in ARR (niche feature market entry); then expand the product suite around the same buyer to reach hundreds of millions of dollars in revenue (expanding into a product suite); ultimately, after accumulating enough users and data, become a new platform (reshaping the underlying platform).
But in