Run the Numbers

Do vanity plates bring serious business? | Mostly Growth


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In this Thanksgiving-week Mostly Growth episode, CJ Gustafson and Kyle Poyar ditch the serious finance talk for a looser, drinks-in-hand conversation with Ben Hillman, bouncing between CJ’s nostalgic emo-punk concert adventure, the curse of vanity license plates, and the epidemic of “Y-axis crimes” in founder charts. They riff on Spotify Wrapped copycats, YouTube becoming living-room TV, kids’ YouTube empires, and the game theory behind The Traitors and the Monty Hall problem before shifting into real-world pricing: newsletter perk economics, the pitfalls of hourly consulting, and why value-based packaging always wins. The episode stays playful but still sneaks in sharp insights on growth, psychology, and how weird the business world can be when you actually pay attention.

SPONSORS:

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LINKS:

Mostly Metrics: https://www.mostlymetrics.com

CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/

Growth Unhinged: https://www.growthunhinged.com/

Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/

Brian Balfour: brianbalfour.com

Brian on LinkedIn: https://www.linkedin.com/in/bbalfour/

Slacker Stuff: https://www.slackerstuff.com/

Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/

https://x.com/parikpatelcfa/status/1992706757073023191?s=46

https://www.wired.com/story/null-license-plate-landed-one-hacker-ticket-hell/

https://x.com/im_roy_lee/status/1992692253257855261/photo/1

https://www.economist.com/finance-and-economics/2025/01/16/the-traitors-a-reality-tv-show-offers-a-useful-economics-lesson

https://www.cdccard.com/

https://nyulangone.org/news/one-third-americans-are-trying-avoid-gluten-it-villain-we-think-it-is

https://x.com/techsalesguy3/status/1991585201601016161?s=46

https://www.fletchpmm.com/

https://paintvine.co.nz/blogs/news/the-legend-of-picassos-napkin-sketch?srsltid=AfmBOooiyTYGfUdKJZLpblbQAcJzQLg011Os_xeyaCgSpEIXrtIuD6hH

https://cityfeedandsupply.com/

https://www.linkedin.com/posts/cj-gustafson-13140948_started-from-the-email-now-were-here-activity-7397607230600126465-iVPv/

https://cooking.nytimes.com/recipes/1018731-buttermilk-brined-roast-chicken

https://cooking.nytimes.com/recipes/1026610-porcini-ragu

RELATED EPISODES:

Is a weekly martini ARR? | with Dave Kellogg

https://youtu.be/Yb1lUQLJ6qw

TIMESTAMPS:

00:00:00 Special Message

00:00:35 Preview and Intro

00:01:41 Sponsors – Pulley & Metronome

00:04:01 Mostly Drinks Episode

00:05:14 Concert Stories & Pop-Punk Nostalgia

00:08:05 Concert Parenting & Full-Circle Moment

00:08:36 Business Blunders Begin

00:10:26 License Plate Fails & Accounting Humor

00:12:08 Y-Axis Crime Chart Review

00:14:21 Global Podcast “Success” & Listener Jokes

00:16:00 Spotify Wrapped: Retention vs. Acquisition

00:17:04 YouTube as the Future of Podcasts

00:17:56 Kids’ Shows, Blippi & Creator Economics

00:18:55 The Traitors Show Overview

00:20:30 Game Theory & Winning as a Traitor

00:22:46 Monty Hall Problem Setup

00:24:27 Game Show Logic & Gambler’s Fallacies

00:26:09 Pricing in the Real World

00:27:03 Community Discount Card Business Model

00:29:09 Newsletter Perks & Subscriber Value

00:30:34 Marketplace Discount Math

00:32:01 Negotiating Like a CFO

00:33:00 Gluten-Free Nights & Pricing Strategy

00:35:24 Outbound Pizza as a Go-to-Market Play

00:37:03 Outbound Pizza Tuesdays to Gluten-Free Tuesdays

00:37:37 Pricing Services: Value vs. Hourly

00:40:47 The Picasso Pricing Story

00:42:55 Harvard Business School Case Study & Kim K Photo

00:44:02 Thanksgiving Cooking: Roast Chicken & Porcini Ragu

00:44:56 Wrap & Credits

#MostlyGrowthPodcast #SaaSOperators #BusinessStrategyPod #CreatorEconomyTalks #FinanceNerds



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
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Run the NumbersBy CJ Gustafson

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