Marcos Kern
1 appearance on the record.
computed by AI from the episodes · how this works → · full disclaimer →
22statements → 7claims → 0claims resolved → 3.91/5average certainty → 1.27/5average debate potential →
7 not checkable as stated how the 7 claims stand · each chip opens the sources
1 prediction · 6 assertions · 1 opinion · 14 disclosures · every statement was checked. The prediction and assertions are the 7 claims: statements the public record can support or contradict. 0 are resolved, and 7 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.
The record, in short
What the tape says about how Marcos argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.
How they sound: not measured why? →
We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Marcos Kern on measured tape to publish a rate. This says nothing about how they speak.
Everything Marcos Kern said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →
Kern: Fitness industry and schools hate recurring subscription payments
“People hate in that business, like the fitness industry and schools, they hate monthly payments. They hate yearly payments.”
Kern: Limb.io raised unit price from $800-$900 to $1,400 due to production costs
“Well, at the Kickstarter campaign, we started with around 800 to 900 bucks, which is also the retail price that we're aiming for. Right now we had to go up quite a lot because production is insane. So we're now selling it at around 1400 for the first year at l…”
Kern: Limb.io tests $299/month hardware-included subscription model
“We're already experimenting with giving out systems only for subscriptions. So you don't pay, let's say the seven grand that you need for a multi ball, which is a small system for school. And instead of saying paying seven seven grand and 59 bucks per month fo…”
Kern: Limb.io hardware works without a software subscription, unlike Peloton
“So it's not going to be a model like with the usual Peloton. Or you say like, Hey, listen, if you buy the hardware and you're not paying the subscription, you can't do anything with it. Because our clients also are families, their elderly care facilities. They…”
Kern: Third-party developers will create 80% of Limb.io content
“I think in the longterm, it's going to switch quite much right now. We're, Probably building around 70 to 80% of the content that's on the platform comes from us. But in the future, we're looking more like at 20 to 80%.”
Kern: Limb.io expands from B2B customers to B2C home consoles
“Well, right now we're very strong in the business to business market. So it's sports teams, clubs, facilities, even kindergartens, a lot of offices, but now we're also launching our B to C console. So it's also going to jump into your living room.”
Kern: Limb.io is in 45 countries with 500 console pre-orders
“So far right now we're in 45 countries and it's only B to B about 500 pre-orders for the console.”
Kern: Limb.io has maintained 100% retention on SaaS subscriptions
“And yeah, just like you said, it's a hard sell because it's hardware about so far we have a retention rate of a hundred percent.”
Kern: Limb.io generates roughly €6.5k monthly in SaaS revenue
“So we have around six and a half K per per month right now, actually.”
Kern: Limb.io hardware retails from €4.5k to €60k at 30% margin
“So the retail price is between, I think the cheapest one is four and a half grand. The biggest one is around 60 grand, which is full LED. The production cost is always about 70% of that. So we have a 30% margin.”
Kern: Limb.io is approaching €4.5m in lifetime revenue
“I think right now we're like approaching around the four, four and a half. No, it must be close to four and a half million in lifetime revenue, which probably we made two and a half last year.”
Kern: Limb.io grew 2.9x over the past year
“And now the last year we've grown 2.9% 2.9 times the size that we had before.”
Kern: Limb.io loses money on Kickstarter units due to manufacturing scale
“To be honest, on the Kickstarter ones, definitely. Yes, absolutely. We factored that in already in the beginning, and this is also what we're compensating with the new price for, but obviously the very first batches, when you produce something, you always have…”
Kern: Limb.io has spent zero dollars on advertising to date
“So we've never spent any money on advertising. We're very happy that so far the inbound is much more than we can actually do.”
Kern: Limb.io has raised $2.8M total over five years
“Like we only raised 2.8 over the whole five years.”
Kern: Limb.io sold roughly 35% equity to outside investors
“Over the time, over the whole time, we sold about 35 over the whole process until today.”
Kern allocated 10% ESOP and retains remaining Limb.io founder equity
“I'm still the only founder. So I still hold the rest of the percentages and we blocked about 10%, which we now slowly give out to the employees.”
Kern: Limb.io component costs inflated tenfold during supply chain crisis
“Not at this time, to be honest, we're planning to go there again with the current crisis right now. It's actually much worse than that. It's like you buy some components and they would normally be like one and a half dollars and they're like 15 bucks.”
Kern: Zero Limb.io systems returned, all remain active
“So every single system that we still sold. None have returned, have been returned and all of them are still active.”
Appearances (1)
| Episode | Date | Speaking time |
|---|---|---|
| B2B Hardware Plus SaaS Business Breaks $4.5m in Sales Volume, Super Sticky SaaS Revenues | Feb 13, 2022 | 11m |