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B2C subscription businesses

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jan 22, 2022 by David Sacks · across every show →

Everything said about B2C subscription businesses, oldest first

Jan 22, 2022 negative
Disclosure
Sacks avoids B2C subscription businesses due to high churn rates
“I invest in B to B subscription businesses. I hate B to C subscription businesses, and the reason is just the churn rates.”
David Sacks Jan 22, 2022 ▶ 1:05:51 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
Jan 22, 2022 negative
Assertion Not checkable as stated
Sacks: 5% monthly churn is the standard for B2C subscription businesses
“What we see when we look at BTC subscription businesses is, five percent monthly churn is not uncommon. It's pretty much the standard.”
David Sacks Jan 22, 2022 ▶ 1:05:55 E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
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