One thing I'd be careful with is assuming the founding cohort is mainly an acquisition problem.
Reading through the updates, it feels like the harder decision is which belief you want the first cohort to validate.
The pricing bet, founder-first bet, public-metrics bet, and Stripe-specific bet are all reasonable individually, but the first cohort probably cannot validate all four at once.
That's the kind of decision I'd be careful solving through scattered thread feedback because the wrong test can produce very confident but misleading conclusions.
If useful, drop your email and I'll put the tighter cohort-validation path in writing instead of crowding the thread.
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One thing I'd be careful with is assuming the founding cohort is mainly an acquisition problem.
Reading through the updates, it feels like the harder decision is which belief you want the first cohort to validate.
The pricing bet, founder-first bet, public-metrics bet, and Stripe-specific bet are all reasonable individually, but the first cohort probably cannot validate all four at once.
That's the kind of decision I'd be careful solving through scattered thread feedback because the wrong test can produce very confident but misleading conclusions.
If useful, drop your email and I'll put the tighter cohort-validation path in writing instead of crowding the thread.