
Peloton, the Fitness Industry, and Microsoft's Acquisition of Activision
After Hours
Recurring Monthly Revenue
I think subscriptions are exactly valuable for the reason you said. People love the predictable revenue. And it's like softwares of service as a business model is just migrated everywhere. It's less clear to me whether these end up working out an a sustainable way for the consumer. On the revenue side, because you're essentially buying a subscription for a bundle of services in the consumer space, you then have a lot of implicit price discrimination. Thinkabo your spotif hi experience, or you gain past experience, there are few products that you really want and for which you have very high willingness to pay. Then there are hundreds and thousands and sometimes tens of thousands of products that you don't want
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