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Adjacent

6 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement May 22, 2023 by Nico Wittenborn · said 14 times in 4 episodes since 2023 · across every show →

Mentions by year

brought up most by Nico Wittenborn (7), Harry Stebbings (6), Martin Mignot (1)

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2025 1 mention in 1 episode
2024 2 mentions in 2 episodes 1 per episode
2023 11 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Adjacent, oldest first

May 22, 2023
Insight
Wittenborn: Consumer Apps Should Target 50% Organic Customer Acquisition
“The guideline I give is 50%.”
Nico Wittenborn May 22, 2023 ▶ 16:31 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 positive
Insight
Wittenborn: Consumer App Churn Resembles SMB SaaS After Year One
“The insight that we've had with some of the first companies we invested in is that the churn is usually high in the first year, and then from the second year on, it looks very much like SMB SaaS churn.”
Nico Wittenborn May 22, 2023 ▶ 13:53 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 positive
Prediction Not checkable as stated
Wittenborn: Adjacent Plans for Three-Year Cash Runway in Round Structuring
“At the same time, it enables the founder to have more money so that they have longer runway, which typically now I plan for three years.”
Nico Wittenborn May 22, 2023 ▶ 32:28 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 bullish
Prediction Not checkable as stated
Wittenborn: Existing consumer subscription apps will win most value from AI
“The way I think about it from an adjacent perspective is we're going to have companies that are already consumer subscription companies that are implementing this to make their products even more sticky, more functional and give features that were not possible…”
Nico Wittenborn May 22, 2023 ▶ 59:23 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 bullish
Assertion Not checkable as stated
Wittenborn: 70% to 80% of App Conversions Are Annual Upfront Subscriptions
“It's like 70, 80% of the conversions that we work with.”
Nico Wittenborn May 22, 2023 ▶ 17:56 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
May 22, 2023 bullish
Prediction Not checkable as stated
Wittenborn: Adjacent Portfolio Companies Must Pay Back CAC Within One Year
“We steer acquisition so that we recover the CAC with the first year, ok? So every time you get a yearly subscriber that pays back your CAC, you don't overspend”
Nico Wittenborn May 22, 2023 ▶ 15:07 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
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