Consumer Subscription
topic on 5 shows · 7 statements across 6 episodes
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Top Founders 
the a16z Podcast 
Big Technology 
20VC
7 statements about Consumer Subscription, every show
Brockman: Most OpenAI Revenue Has Come From Consumer Subscriptions
“To date, most of our revenue has come from consumer subscriptions, and that will always be very important.”
Jessica Lessin: Consumer subscriptions won't be OpenAI's business
“Now open AI is getting big traction on the business side too, but consumer subscriptions are not going to be the business.”
Olivia Moore: Pre-AI consumer app subscriptions averaged around $50 per year
“I think before, the average consumer subscription was maybe 50 dollars a year, if that. Like, that was kind of a lot. Like, the best-in-class consumer products would charge that.”
Gurski: Most VCs misevaluate consumer subscription startups by applying SaaS metrics
“Most investors, they just don't understand this business model. They confuse it with SaaS, and they're making very wrong conclusions because of that.”
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…”
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.”
Karnjanaprakorn: 5% monthly churn is world-class for consumer subscriptions
“15% per month is really high. 10% is okay. You can kind of and then I think five percent is like world class, right? So that five percent monthly churn for consumer business is great. And you can really build a humongous business doing that.”