Nice write up! It’s interesting to consider the dynamics of working from a supply constrained vs. demand constrained position and what tactics can be used to stimulate demand on each side.

I had similar experiences while working at Segment though we were more demand constrained. I recently wrote up a bunch of research on this that you might find interesting.

What I learned from 100’s of hours studying platform businesses (Platform Building Basics) — Part 1

What I learned from 100’s of hours studying platform businesses (Platform Growth Tactics)— Part 2