consumer subscription companies
3 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement May 22, 2023 by Nico Wittenborn · across every show →
Everything said about consumer subscription companies, oldest first
May 22, 2023 bullish
May 22, 2023 bullish
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…”
Sep 23, 2024 bullish
Gurski: Five or more $10B+ consumer subscription companies will exist by 2029
“I think we will have them because this business model is growing, and you might just check numbers of Apple, and you may see that Apple got from consumer subscription in 2017 and five billion, and it's projected that we'll get maybe one hundred billion or so n…”