The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Nadel: Subscription flight models will inevitably suffer adverse selection from super-users
“Ultimately, people who are traveling one or two times a month are going to say, eh, this isn't worth it. I think that this kind of pricing model lends itself to the super users over time. That's who's going to gravitate towards it, and the ones who aren't usin…”
Mohnot: SkyHi isn't Amazon Prime because high usage hurts margins
“Amazon Prime is geared to you buying more Amazon products. Like, Amazon Prime, they sell you a yearly subscription with the hopes, and Amazon Prime customers buy a lot more shit on Amazon. Here, if you fly more, that sucks for you.”
Mohnot: SkyHi's subscription model is structurally identical to MoviePass
“This is exactly like a gym membership, but it's movie pass.”
Poola: SkyHi generates enough revenue to cover company cash burn
“We're also bringing in more and more revenue. So, you know, we're starting to see that, okay, we can cover our burn from our revenue, you know, so.”
Poola: SkyHi members average 1.77 flights against a 3-flight breakeven
“Right now it's 1.77. Our breakeven on our current financial model is a little over three.”
Poola: Super users are rare in travel because traveling is exhausting
“We're going to have some of those, no doubt, but in reality, in the travel space, the super users are a very small percentage because traveling is exhausting.”