Chapter
Churn in Consumer Businesses vs Enterprises
1:04:35 - 1:11:06 (06:31)
Consumer businesses have a higher churn rate compared to enterprises due to the unbounded market and different LTVs. Archives of popular franchises can also bring in significant revenue year after year.
Clips
Google struggled for years with the question of what its consumer subscription business should be, as it did not have consumer credit cards across its platform despite a billion daily users.
1:04:35 - 1:05:51 (01:15)
Summary
Google struggled for years with the question of what its consumer subscription business should be, as it did not have consumer credit cards across its platform despite a billion daily users. The challenge was in determining what business to pursue to have a subscription model with consumers.
ChapterChurn in Consumer Businesses vs Enterprises
EpisodeE64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The differences between consumer and enterprise businesses include churn rates and lifetime values.
1:05:51 - 1:09:20 (03:28)
Summary
The differences between consumer and enterprise businesses include churn rates and lifetime values. While consumer businesses have an unbounded TAM, they tend to experience higher churn rates and require more investment to maintain their user base.
ChapterChurn in Consumer Businesses vs Enterprises
EpisodeE64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Archiving content is becoming increasingly valuable for streaming services like Netflix as they must constantly spend on original content to retain users due to high churn rates.
1:09:20 - 1:11:06 (01:46)
Summary
Archiving content is becoming increasingly valuable for streaming services like Netflix as they must constantly spend on original content to retain users due to high churn rates.