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Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Investing for Ad-Free Experience
There is potential demand for a subscription model that eliminates ads, though it's unclear how large this audience is. Retention rates for services are concerning, with a reported 12-month retention of only 35%, indicating challenges in keeping users engaged. On the competitive front, both Apple and Google have strong positions, but Google's integration of assets like Gmail, Docs, and Android could provide them an edge in the personal assistant market, despite potential disruptions to their search capabilities.
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