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E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
All-In with Chamath, Jason, Sacks & Friedberg
Consumer Business vs Enterprise Subscription Business
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Consumer churn businesses, or consumer businesses, have much higher churn than enterprise. Consumers just have an unbounde tam that enterprises do not. And the cash flow cycle of these companies tend to be very different. That's why you see nefliks get these enormous valuations that enterprise subscription businesses do not.
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