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From ARR to NDR: Why Two-Sided Monetization Wins

From ARR to NDR: Why Two-Sided Monetization Wins

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Every VC loves ARR, but the true measure of endurance is NDR, customers who not only stay, but expand.


In this episode, we unpack why two-sided monetization models (think Uber, Airbnb, Google) create bulletproof retention, and how the same mechanics are transforming retail tech.


From real-time shelf visibility to CPG data monetization, one dataset can serve two payers, retailers and brands, compounding ROI.


Monetize one side, you grow. Monetize both, you dominate.


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