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thijsniks's profile
Thijs Niks
Thijs Niks
Thijs Niks
@thijsniks

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Thijs Niks

@thijsniks

Product Manager for ☎️ at @WhatsApp / ❤️ retweets

San Francisco, CA
thijs.niks.nu
Joined February 2009

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    1. David Ulevitch  🇺🇸‏Verified account @davidu 21 May 2019

      1/ I've seen the benefit of using credit card panel data to inform decisions. @stripe is sitting on a gold mine of enterprise growth data, and if they decided to really go all in on a Stripe Ventures backed by their own transaction data it could be compelling.

      7 replies 21 retweets 174 likes
      Show this thread
    2. David Ulevitch  🇺🇸‏Verified account @davidu 21 May 2019

      David Ulevitch  🇺🇸 Retweeted Patrick Collison

      2/ They are now doing cohort analysis automatically. This is just the start of powerful tools to evaluate and run a business, but also to evaluate a business investment opportunity:https://twitter.com/patrickc/status/1130523323899686912 …

      David Ulevitch  🇺🇸 added,

      Patrick CollisonVerified account @patrickc
      Stripe Billing now does really neat automatic cohort analysis! No code required -- just head to the Billing section of the Dashboard. (And because Billing is full stack, we can properly account for refunds, disputes, alternate payment methods, etc…) pic.twitter.com/PmD8unWmtE
      Show this thread
      1 reply 0 retweets 24 likes
      Show this thread
    3. David Ulevitch  🇺🇸‏Verified account @davidu 21 May 2019

      3/ I'd expect investors who have prospective companies that use @stripe will just ask for access to this as a part of diligence.

      2 replies 2 retweets 31 likes
      Show this thread
    4. David Ulevitch  🇺🇸‏Verified account @davidu 21 May 2019

      4/ Final thought -- If I could put $1m/year into the top ten highest 12-month CAGR companies using @stripe every year as an investment thesis, I would do that, no questions asked, hands down for the next ten years. No brainer.

      9 replies 3 retweets 77 likes
      Show this thread
      Thijs Niks‏ @thijsniks 21 May 2019
      Replying to @davidu

      https://baremetrics.com/blog/sunsetting-intros …

      9:36 PM - 21 May 2019
      • 1 Like
      • howard
      1 reply 0 retweets 1 like
        1. David Ulevitch  🇺🇸‏Verified account @davidu 21 May 2019
          Replying to @thijsniks

          Really good retrospective — but lots of good ideas fail. Until they don’t.

          0 replies 0 retweets 1 like
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