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A Summary of

The Rise of Product-Led Growth

by
Brett Bivens
Venture Desktop
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Bottom Line

  • There is still a lot of time for product-led growth (PLG) companies to continue to grow at a rapid pace

Bottom Up Tailwinds

  • The blurring distinction between enterprise and consumer products coupled with exploding demand has created the conditions for cloud native PLG companies to flourish
  • PLG companies grow faster and more efficiently, with higher margins and stronger retention.

Questions to Consider About PLG

  • What factors led to a lot of PLG being done outside the US?
  • Which incumbents will shift their strategies around PLG principles?
  • How will PLG be funded?
  • Will PLG companies leverage the SPAC model?
  • How much growth will be unlocked with payments in the platforms?
  • Is community-led growth the new PLG?

Case Study: Rise of Twilio

  • Twilio delivered on simplicity and scalability which is core to PLG companies
  • Twilio focused on delivering simplicity to the developer community
  • Other key examples include: Shopify, Datadog, Fastly, Stripe, Dropbox, Zendesk, Zoho, Notion
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