Sub Club by RevenueCat

Buying vs. Building: Scaling Beyond a Single App — Josh Peleg, BlueThrone

14 snips
Oct 15, 2025
In this engaging discussion, Josh Peleg, Head of Business Development at BlueThrone, shares insights on app valuations and growth strategies. He reveals how subscription models may miss revenue opportunities and the importance of predictable cash flow for driving higher market value. Josh emphasizes authentic growth, warning against short-term tricks that can harm long-term success. He also discusses BlueThrone's shift towards fewer, high-potential app acquisitions, highlighting the significance of strong retention and effective marketing.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Distribution Is The Real Differentiator

  • Distribution is the new moat because AI has removed most barriers to building apps.
  • Josh Peleg says marketing skill now determines whether an app scales or dies.
INSIGHT

Financial-Only Valuation Misses Product Health

  • Buyers who view apps purely as financial assets miss product depth signals.
  • Josh explains focusing only on EBITDA/ASO over retention led to poor long-term outcomes.
ADVICE

Prove Marketing And Retention Before Selling

  • Do focus on marketing if you want to flip an app within 12–18 months.
  • Measure retention and churn for six to nine months to make revenue predictable to buyers.
Get the Snipd Podcast app to discover more snips from this episode
Get the app