Everything from

Andrew Chen

5 resources from Andrew Chen we point founders to, and the questions each answers.

📖 Book
✓ Link checked Paid Intermediate

Why we picked it Chen names the hard side of the network, the users who create most of the value and are hardest to win, and shows how to reach a first atomic network small enough to feel full. It is the deepest treatment of why you concentrate rather than spread. Read it when you want the theory behind picking and nurturing supply.

The Cold Start Problem

From Andrew Chen by Andrew Chen ~368 pages

  • Win the hard side of the network first.
  • Build one small atomic network that feels alive, then copy it.
  • An empty, low quality launch creates anti-network effects that kill you, so start narrow.
Open a16z.com
✍️ Essay
✓ Link checked Free Intermediate

Why we picked it Chen frames the exact trap you are in: pouring signups into a bucket that leaks, where more acquisition just wastes more water. He lays out scenarios that separate an onboarding leak from a deeper product leak, which is the fork in your question. It is the reason 'fix activation before you touch acquisition' is the right order of operations.

Is Your Website a Leaky Bucket? 4 Scenarios for User Retention

From Andrew Chen by Andrew Chen 10 min read

  • Acquisition is pointless until the bucket stops leaking
  • You cannot A/B test or notify your way out of bad retention
  • Diagnose whether the leak is early activation or ongoing value
Open andrewchen.com
✍️ Essay
✓ Link checked Free Advanced

Why we picked it A single average retention number hides whether you have a small core of people who love the product, which is the seed you build on. This histogram approach shows you that core clearly, so you can tell a total dud from a real but narrow fit that needs better onboarding to widen. Use it when your headline retention looks flat but you suspect a few users are genuinely hooked.

The Power User Curve

From Andrew Chen by Andrew Chen 12 min read

  • Look at the distribution of engagement, not just an average
  • A visible power user cluster means you have something to build on
  • Different products have different healthy engagement shapes
Open andrewchen.com
✍️ Essay
✓ Link checked Free Advanced

Why we picked it Drawn from studying thousands of products, Chen argues you cannot bolt retention on later with notifications or tweaks; it comes from the core product solving a real, recurring need. It is a sobering counterweight if you are hoping onboarding polish alone will fix a curve that keeps falling to zero. Read it to be honest with yourself about which side of your own question you are actually on.

Why retention is so hard for new tech products

From Andrew Chen by Andrew Chen 12 min read

  • Retention is mostly set by the core product, not surface fixes
  • Notifications and emails do not rescue a fundamentally weak curve
  • A curve that never flattens signals a need you have not found
Open andrewchen.substack.com
✍️ Essay
✓ Link checked Free Advanced

Why we picked it This is the direct counter to the fear in your short answer, that a platform update erases your product overnight. Chen argues the classic moats (distribution, network effects, workflow lock-in) come back exactly because the model is a commodity. Read it to understand what you must build around the model so you are not just a thin layer.

Revenge of the GPT Wrappers: Defensibility in a World of Commoditized AI Models

From Andrew Chen by Andrew Chen 20 min read

  • Models commoditize, so the moat has to sit elsewhere
  • Distribution and network effects still decide winners
  • A thick wrapper with real switching costs is a real company
Open andrewchen.substack.com
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