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consumer conversion

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2026 by Rory O'Driscoll · across every show →

Everything said about consumer conversion, oldest first

Jan 22, 2026
Insight
O'Driscoll: Consumer free-to-paid conversion rates are under 5%
“The truth is consumer conversion tends to run well under five, yeah, 10%, probably five percent or less. You just don't get enough conversions to serve the free tier.”
Rory O'Driscoll Jan 22, 2026 ▶ 45:48 Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
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