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Thomas Dudley

Founding CEO of Certified Employee-Owned. Previously Stanford GSB and Bain.

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Substack
PricingOnly free issuesPublishesWeekly
Issues6Foundeda year agoLast Issuea year ago
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Latest Issues

What's Going to Happen to All These Unicorns?

The number of unicorns, private startups valued at or above $1B, is at an all-time high. According to CB Insights, Statista, and Pitchbook, there are now roughly 700 American unicorns worth a combined $2.9T. That’s a dramatic jump from 2013...

a year ago
3
2

Why Do Big Companies Hire Consultants?

My first job out of college was at Bain & Company. When people asked what I did, I told them I was a consultant. Nobody had a clue what that meant. Some would roll with it, others would ask questions. But I could always see the same thought...

a year ago
5

Recurring Revenue: The Fundamental Growth Formulas

This is Part 2 in a three-part series on the economics of recurring revenue business models. If you’re already familiar with the key metrics mentioned, you don’t need to read Part 1.

Previously we looked at the four metrics that define a r...

a year ago
1

Recurring Revenue: The Four Metrics That Matter Most

What do ChatGPT, Netflix, Pacific Gas & Electric, and your neighborhood gym have in common? They all rely on recurring revenue. Their business models are built around customers making consistent, periodic payments in exchange for ongoing ac...

a year ago
2

Bitcoin is a Regret Machine

Between late 2013 and early 2014, I bought 19 Bitcoin for about $7,000. They appreciated an average of 100% per year, and by early 2017 I was thrilled with the returns so I sold all but three. After riding another boom-bust cycle, I fully c...

a year ago
7

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  • Thomas Dudley

    Writing about business and whatever else comes to mind. Founding CEO of Certified Employee-Owned. Previously Stanford GSB and Bain.

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