Hey friends 👋

Every founder wants the J-curve — up and to the right, forever. But that chart has a boring flat part at the beginning that most founders try to skip. That’s the part where you figure out what actually works, prove it can happen again, and then pour gas on it. Skip it and you’re not scaling a growth engine. You’re just spending money faster.

This week we dig into one of our core frameworks: predictable, repeatable, scalable. In that order. Always in that order. The key question: can you tell the difference between what worked and what just happened to work that one time? Because your entire engine rests on that answer.

Three founders are convinced they’re ready to scale. One’s averaging two new customers a month (a number that might be doing some heavy lifting to hide the real variance). One has a genuinely tight LinkedIn playbook — but now wants to hand it to an SDR and go explore a new segment. And one had three TikTok videos go viral and wants to triple the content team to make the magic happen again. We rate all three on our conviction scale, and nothing gets above a six.

Cameron recommends a detective show. JDM withdraws a previous recommendation entirely.

As always, thanks for listening.

—Cameron and JDM

Timestamps

00:00 Introduction

02:15 Predictable, Repeatable, Scalable

05:30 Scenario 1: SaaS returns processing platform

12:45 Scenario 2: Warehouse safety compliance

25:00 Scenario 3: Consumer fintech / TikTok

40:00 Frivolous Thoughts

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