Eric Crowley

Eric Crowley, investment banker and partner at GP Bullhound, discusses the potential for growth in the B2C app industry, the regulatory spotlight on App Store fees, and the fluid boundary between B2C and B2B. The podcast explores the exponential growth of consumer subscriptions in the Apple App Store, the advantages of native app experiences, and the concept of finding the 'Berkshire Hathaway of App Stores'. It also delves into the challenges of calendar management, the benefits of using the Greenlight app for family management, and the success rate of companies featured in the annual CSS report.

Eric Crowley, investment banker with GP Bullhound, discusses the future of consumer subscription software (CSS) and predicts 50 more publicly-traded CSS businesses in 10 years. They explore the rise of subscription-only CSS services in Web 3.0 and compare cost structures between CSS and SaaS. They also delve into the evolving investment ecosystem and emphasize the positive trajectory of CSS businesses. Overall, the podcast explores the growth and opportunities in the CSS space.

Eric Crowley, a Partner at GP Bullhound, discusses the evolving landscape of consumer apps and the significant role of AI. He emphasizes that consumers will pay for genuine value, debunking the myth of subscription fatigue. Eric highlights the potential of 'category killer' apps, like 'Strava for Pets'. He also explores the operational strategies of successful app conglomerates and how AI can enhance product discovery and marketing, while arguing that well-designed apps will not be replaced but rather adapted by AI.