The Moneyball approach (Interview)
from The Changelog: Software Development, Open Source
John Nunemaker joins us to share his new thesis for acquiring Rails based SaaS apps. He's early days on his next big thing called Very Good Software and recently acquired Fireside, a podcast hosting service started by Dan Benjamin. This comes after many years since John's acquisition of a lifetime of Speakerdeck to GitHub, which laid the foundation for these moves.
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Chapters
- 0:00 This week on The Changelog
- 1:27 Sponsor: Sentry
- 4:52 The acquisition of a lifetime
- 16:21 Scaling words with friends
- 20:20 Saturation in the podcast space
- 33:44 Sponsor: Coder.com
- 35:54 Setting the valuation
- 41:23 Multiples are hard
- 43:53 Is this your biggest risk?
- 49:18 This could be the hub to your spokes
- 53:46 Enter Keenan Feldspar and the Keenan Vortex
- 56:56 Could this be bigger?
- 58:04 The right number of businesses
- 1:03:46 Tiny buy mode
- 1:07:32 Old and gray
- 1:09:55 Hypothesizing from a lily pad
- 1:12:46 Sponsor: AssemblyAI
- 1:15:03 Sponsor: Unblocked
- 1:17:01 Comfortable in a Rails world
- 1:20:09 Not a Rails world?
- 1:22:08 Predictability is key
- 1:24:23 What if you have no more money?
- 1:30:01 A pool of angels
- 1:30:19 What if it goes to ZERO?
- 1:32:41 We're "long" on podcasting
- 1:34:35 We're trying to be calculated
- 1:35:49 There's a BIG upside
- 1:38:13 Is it a Rails world?
- 1:40:50 Live podcasting at conferences
- 1:42:50 Just like Less Conf
- 1:44:13 Closing thoughts and stuff
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This episode is 1 hour and 46 minutes long.
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This episode was published on October 10, 2024.
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