consumer subscription
also referred to as: consumer subscriptions
3 statements across 2 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Sep 20, 2024 by Harry Stebbings · across every show →
Everything said about consumer subscription, oldest first
Sep 20, 2024 bearish
Stebbings: Consumer Subscription Is Not a Venture-Backable Category
“But I don't think consumer subscription as an asset class, as a subcategory or category, is a venture-backable large enough category. There might be one like Duolingo, and maybe a couple more? But that make it to venture scale returns.”
Sep 20, 2024 negative
Carter: Consumer subscription apps cannot spend their way to dominance
“There are some rare exceptions where I think that has happened. Typically in marketplace businesses where the network effects are so strong once you get to the tipping point that you can have upside down unit economics for months or even years. And then, you k…”