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S4 E7: DTC Prescriptions/HBO’s Terrible Rebrand/Returning Stuff Should Be Harder

Limited Supply

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How Jerry Seinfeld's Dermatologist Saved People's Lives

If they had 50% churn in 2022, meaning their subscriber base went from 500,000 to 250,000, they actually added about 750,000 new users. That would give them a pack of about two hundred eighty eight dollars based on the average revenue per subscriber and their gross margins. It means that in seven months, they're profitable on a customer.

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