Consumer Subscription Companies
topic on 2 shows · 4 statements across 3 episodes
4 statements about Consumer Subscription Companies, every show
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…”
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…”
Wittenborn: Consumer subscription apps will trigger a wave of smaller IPOs
“And so my hope is that in a few years we have more examples. And so it will open the door for smaller IPOs, but more IPOs. And so I think that will happen. The best of them will do that.”