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on Sept 25, 2009 | hide | past | favorite


One sells a collaborative business contact manager, a project tracker, and a personal information manager based on a popular web framework they created. They have a small number of employees, strong revenues, no funding, and apparently consistent operating profits. Their customer base is early-adopter small/medium business.

The other operates an extraordinarily popular social micro-publishing platform featured heavily in the mainstream media, which by capturing the attention of tens of millions of people has demonstrated enough potential long-term value to attract tens of millions of dollars of venture funding. It is staffed accordingly, and is pre-revenue.

One might succeed with a high-8-figures acquisition, or by operating for 10 more years and distributing 6-7 figure bonuses to key employees. The other might succeed with an 8-9 figure acquisition, or an IPO. Either strategy will make the company's key employees and their offspring financially secure.

Both have better-than-average chances at long-term success. Neither is a sure thing. One is more conservative than the other. The other has a higher upside.

Or, I'm sorry, were we talking about blogging personalities?


Great run down, but this part is inaccurate:

>They have a small number of employees, strong revenues, no funding, and apparently consistent operating profits.

Funding: http://37signals.com/svn/archives2/bezos_expeditions_invests...


You're right; even as I typed it, I was thinking "I mean to say virtually no funding", but forgot to correct it.


One creates their own linkbait, the other their users do it for them.


Yeah, that, and the whole "making money" thing.


Redorb already covered that before me so I didn't.

Besides, Twitter will eventually make money; it caters to too many of the seven deadly sins not to.


I RTFA and it seems the author is confused. The announcement 3 years ago was that Jeff invested in them, that's all. And like Amazon, 37Signals is pretty traditional and I see no indication of some "big idea" on the horizon, other than the big idea of running a profitable/growing/thriving business.

There's also no meat to the article, just a "hey what's up with that?" comment in regards to over-valued web companies and 37signals strong conviction to staying ... real.


99 billion?

a business plan?

being profitable?

number of users?

- * the better question is what doesn't (would be a smaller list)..


Twitter still needs to pick up an overly-opinionated metrosexual nordic hacker.




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