A couple days ago, Ray posted a link to Does average customer value matter? by Tom Tunguz. Since Tom's charts looked like ggplot2 plots, and that he had published his data, it seemed like a fun thing to check.
So I wrote up a quick r-markdown walk-through. Instead of finding that there was no optimal Average Customer Value, it appears that there are two clusters of ACV. And inside these clusters, companies with higher ACV have a higher probability of being net-income positive.