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E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
All-In with Chamath, Jason, Sacks & Friedberg
Is There a Merch Store Inside of Disney Plus?
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Net flicx has dabbled with doing a couple of pod casts, and there's rumors that they might try to get the other 20 or 30 % of people who don't pay by creating a lighter version. I hate to see subscription businesses. The reason is just the churn rates. What we see when you look at b c subscription businesses is five percent monthly churn. It's pretty much the standard. So effectively, you're rebuilding the company every two years from scratch. With b to b subscription businesses, you do lose some customers, but the ones who stick with you for more are usually your coorts. And pelaton got it because they spend billions of dollars on content.
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