Consumer Subscription Trends

Where will we see luxury software transform markets? Already, in the consumer productivity space, we’re starting to see “luxury” email clients, calendars, browsers, and search engines emerge. While all of these capabilities are freely accessible to consumers and rather commoditized, companies like Superhuman for email, Cron (now Notion) for calenda... See more

The shift away from traditional subscriptions will quicken pace, driven by the proliferation of on-demand solutions across all areas of modern life. Categories like content consumption (Netflix, Spotify), Travel (Uber, Lime), and food delivery (Deliveroo, DoorDash) are creating an atmosphere on everything on our terms, at all times. These category-... See more