VPN

also referred to as: vpns

4 statements across 4 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Nov 23, 2024 by John Coogan · across every show →

Everything said about VPN, oldest first

Nov 23, 2024 bullish

Assertion Not checkable as stated

VPN Businesses Have Extremely High Margins and Compete Purely on Marketing

“You want to sell something that's differentiated only on the marketing. It's already big on YouTube. Every ad is for VPNs, extremely high margin, extremely low churn.”

John Coogan Nov 23, 2024 ▶ 1:32:10 FACT CHECKERS vs. tech article (ep14)

Dec 6, 2024 negative

Insight

Hays: Banning software products and networks will never work due to workarounds

“You just get a VPN and like, there's always going to be a workaround. So trying to ban software products, even networks is just never going to work.”

Jordi Hays Dec 6, 2024 ▶ 55:29 Inside Facebooks Secret "Red Book" (ep18)

Apr 9, 2025 positive

Insight

Hudson breaks down unit economics driving VPN sponsorships on YouTube

“The reason for it is one, it's pretty high recurring revenue, high LTV product. So like you can afford to do marketing spend for a product like that. The second piece is the YouTube audience is like two third international. And so it's an efficient way to reac…”

Ryan Hudson Apr 9, 2025 ▶ 26:57 HONEY Founder Responds to MegaLag -- Ryan Hudson on TBPN

Apr 26, 2025 negative

Insight

Coogan: VPNs are un-fundable due to massive marketing costs

“It's not VPNs are not suitable for venture backing. Typically it's all marketing. That's the entire expense is just getting people install the VPN.”

John Coogan Apr 26, 2025 ▶ 12:54 The Future of Media in VC | Erik Torenberg on TBPN

VPN

Everything said about VPN, oldest first

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