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VPN industry

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 19, 2023 by John Coogan · across every show →

Everything said about VPN industry, oldest first

Sep 19, 2023 neutral
Assertion Supported
Coogan: Aggregate VPN industry revenue is easily in the billions
“Easily, easily in the billions for the aggregate industry. And like you said, there's certain that are doing, there's certain VPNs that are doing hundreds of millions of dollars of sales.”
John Coogan Sep 19, 2023 ▶ 18:58 Brainstorming +$1M Business Ideas With Soylent's Co-Founder | ft. John Coogan (#496)
Sep 19, 2023 neutral
Insight
Coogan: VPNs lack network effects and rely solely on marketing moats
“They all print cash and there's not really going to be one winner because there's no network effect. Again, it's, it doesn't have a big moat. The moat is marketing and that's why they all spend on marketing.”
John Coogan Sep 19, 2023 ▶ 18:43 Brainstorming +$1M Business Ideas With Soylent's Co-Founder | ft. John Coogan (#496)
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