consumers

3 statements across 3 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement Aug 16, 2021 by Rob Walling · across every show →

Everything said about consumers, oldest first

Aug 16, 2021 bearish

Insight

Walling: Low-price high-churn B2C SaaS quickly plateaus even in large markets

“If you're selling to consumers, and you're charging nine dollars a month, and your churn is really high, you're gonna plateau pretty quick, even in a big market.”

Rob Walling Aug 16, 2021 ▶ 23:00 Episode 562.5 | TinySeed Fall 2021 SaaS Accelerator Application Info Session

Dec 20, 2022 bearish

Prediction Not checkable as stated

Vollset: Dwindling consumer savings will soon hurt consumer company earnings

“I think consumers are being cushioned by the pain of inflation by their savings still. And I think that'll, that'll run out sometime in the near and that'll then impact earnings. On the consumer facing company side.”

Einar Vollset Dec 20, 2022 ▶ 26:28 Episode 640 | Hot Take Tuesday: Recession and Bootstrappers, Chat...

Jul 9, 2024 negative

Assertion Supported

Orangio: Consumer SaaS grew 5% monthly while government grew 1.75%

“So on average, month over month, a growth rate looked closer to five percent for consumers. Government was pretty, pretty slow, 1.75.”

Asia Orangio Jul 9, 2024 ▶ 19:58 Episode 721 | 7 Key Takeaways from the 2024 State of Independent...

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consumers

Everything said about consumers, oldest first

Turn any episode into a week of clips.