FEAR & GREED | Business News

Interview: "This could be a $100 billion business"

5 snips
Mar 12, 2025
Chris Hulls, the co-founder and CEO of Life360, shares insights on his family safety and location sharing app, which has seen impressive growth in Australia. He discusses how Life360 plans to compete with tech giants like Apple and Google while expanding services to include pets and seniors. Hulls highlights the strategic acquisition of Tile for pet tracking and their ambitious advertising partnerships, including one with Uber. With a vision for a $100 billion valuation, he emphasizes a commitment to maintaining a free version of the app.
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INSIGHT

Advertising Potential

  • Life360's advertising revenue has the potential to surpass its subscription revenue.
  • This is because a small fraction of users currently subscribe, but the company collects unique first-party location data.
ANECDOTE

Uber Partnership

  • Life360 partnered with Uber to offer rides at airports.
  • This targeted approach, based on user location, feels less like advertising and more like a helpful service.
INSIGHT

Competitive Advantage

  • Life360 focuses on families and cross-platform compatibility, unlike Apple's generic utility.
  • This specialization and broader reach give Life360 a competitive advantage.
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