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Matching Case Studiesnewest first
NotebookLM
NotebookLM is an AI-powered tool incubated within Google Labs that lets users upload documents, PDFs, articles, and other content to generate interactive summaries, study guides, and notably, AI-hosted podcast episodes called 'Deep Dives.' Launched about a year before this interview, the product went viral on social media with its surprisingly engaging audio overviews, attracting educators, students, and professionals. Built by a tiny team (3 engineers, 1 PM, 1 designer initially) operating like a startup within Google, the product has achieved strong retention metrics, 60,000 Discord members, and has caught the attention of enterprise companies interested in using it at scale.
GeoGuessr
GeoGuessr is a game where players guess random locations based on Google Street View imagery. Launched in 2013 by a Swedish software engineer as a side project, it grew slowly until the pandemic hit in 2020, when a paywall was introduced after Google increased API costs 14x. Revenue exploded from $467k in 2019 to $21M in 2023 with $11M EBITDA, driven by viral TikTok and YouTube creators, and now has 50M registered users and 50 employees.
First customers: Reddit post in web development subreddit where the founder shared the application and asked for feedback
iSideWith
by Taylor PeckiSideWith is a political information platform that uses an engaging quiz format to match voters with political candidates and issues. Founded by Taylor Peck and an engineer co-founder, the platform went viral on Facebook, reaching over 25 million quiz takers in four years through organic sharing, with 1.5 million new completed quizzes per month. While currently generating modest revenue (~$10k/month from Google AdSense), Taylor is building toward monetization through sponsored candidate communication tools and email-based campaign offerings.
First customers: Facebook organic sharing - they posted their initial 10-question quiz on Facebook and it spread virally within six months to over six million people
Dropbox
by Drew HoustonDropbox, founded by Drew Houston in 2007, experienced explosive viral growth in its first era (2007-2014), doubling and 10xing user counts annually through innovative referral programs and demo videos that leveraged early social media. However, the company entered a difficult second era around 2015 when major incumbents (Apple, Microsoft, Google) launched competing products, particularly Google Photos' free unlimited storage offering, which devastated Dropbox's photo-sharing business. Houston made the strategic decision to kill Carousel and Mailbox, going all-in on productivity, which initially backfired with negative press and internal turmoil before the company eventually stabilized.
First customers: Hacker News viral demo video in 2007, which generated a large beta waiting list
Bebo
by Michael BirchBebo was a social networking platform launched by Michael Birch in January 2005 that achieved viral growth with a 3.5 viral coefficient, reaching 1 million users in just 9 days. Birch built Bebo by reapplying lessons from his previous viral success with Birthday Alarm, focusing on inherent virality through address book imports and photo sharing. The company raised $15 million and was ultimately sold to AOL for $850 million in 2008, though it faced challenges competing with Facebook's real identity focus and superior funding.
First customers: viral - self-referral through address book imports from Hotmail and Yahoo
Typeform
Typeform is a SaaS platform for creating interactive forms, surveys, quizzes, and data collection interfaces with a focus on respondent experience. Paul Campillo joined as Typeform's first marketing hire after an unconventional application process, and the company grew from 28 employees to over 300 while surpassing 100,000 customers. The company scaled through viral growth and word-of-mouth, later implementing customer-centric strategies including jobs-to-be-done interviews and community involvement in product development.
Carrd
by AJAJ bootstrapped Carrd from a side project to $1M ARR with just a 2-person team by focusing ruthlessly on product over marketing. The freemium model at $19/year pricing and viral 'Made with Carrd' links on every free site created a powerful network effect that grew the platform to 4 million websites. He later raised $2M not for capital, but to access AWS engineers and experienced advisors while maintaining the lean, profitable business model.
First customers: viral network effect through 'Made with Carrd' links embedded on free sites
Oasis
by CormacOasis is a freemium water quality app founded by Cormac that aggregates free government water testing data and makes it easily accessible. The app started at $10k/month revenue and has grown to $40k/month ($480k ARR) by creating viral TikTok videos about water contaminants. Users pay $45-50/year for detailed reports and independent testing data, while the company earns affiliate revenue from water filter recommendations.