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subscription pricing

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jan 31, 2024 by Dave Kellogg · across every show →

Everything said about subscription pricing, oldest first

Jan 31, 2024 neutral
Assertion Partly supported
Kellogg: Subscription SaaS Companies Were Hit Harder Recently But Still Grow Faster
“The great paradox right now is that people who are in subscription pricing generally have been hit harder than those who are not, but they're nevertheless still growing faster.”
Dave Kellogg Jan 31, 2024 ▶ 1:09:13 Dave Kellogg: How to Forecast in 2024 & Why CaC Payback is Flawed and CAC Ratio is Better | E1110 · 20VC with Harry Stebbings
Dec 5, 2025 negative
Insight
Subscription models fail for mobile games due to long engagement lifespans
“The lifespan of that experience is much longer in time, and so it doesn't make sense to pay a subscription for something that, that gives you that much runway.”
Federico Simionato Dec 5, 2025 ▶ 40:28 20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation with Federico Simionato
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