Product Philosophy

The textbook model of two-sided markets — more buyers attract more sellers attract more buyers — is a relic. The platforms that win today run on algorithmic matching, not network density. The implications for defensibility are profound.

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Murat Ova

In digital markets, the marginal cost of adding one more product to a bundle is zero. Conventional wisdom says bundle everything. The data says the opposite — past a threshold, each addition dilutes the bundle's perceived value and total willingness to pay drops.

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Murat Ova

The average e-commerce catalog has 40% missing attributes, inconsistent taxonomy, and product descriptions written by suppliers who don't speak the customer's language. LLMs can fix all three — if you build the right quality assurance pipeline around them.

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Murat Ova

Your bid algorithm optimizes for conversions. But a $50 customer who churns in month one and a $50 customer who stays for three years look identical at the point of acquisition. CLV-based bidding fixes the denominator.

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Murat Ova

The 'winner-take-all' narrative dominates SaaS strategy. But empirical data across 20+ vertical categories tells a different story: most B2B software markets stabilize with 3-5 serious players, and switching costs are falling faster than incumbents realize.

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Murat Ova

Before dbt, analysts wrote SQL that nobody reviewed, nobody tested, and nobody documented. The tool was simple — SQL templating with version control. The impact was structural: it created an entirely new discipline.

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Murat Ova

Thaler showed that people don't treat money as fungible. In cross-border e-commerce, currency display alone shifts willingness to pay by 23% — and most checkout flows ignore this entirely.

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Murat Ova

CPM measures whether an ad loaded in a browser. It says nothing about whether a human noticed it. Here's a framework for pricing what actually matters — the cognitive cost of attention — and why the gap between CPM and true attention cost is where billions in ad spend disappear.

Posted by

Murat Ova