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- Predictable revenue consumer SaaS economics with LTV of $120 at 2-3x of $40 CAC

Payback Period on Customer Acquisition Costs

Payback Period on Customer Acquisition Costs (A+) At the Series A round, The Farmer’s Dog had payback on its customer acquisition costs in the very first order.

Today, NY Times boasts 6.5m subscribers.

Consumers may not be willing to pay subscriptions for writing. Or, there may not be a combined $1B/year of demand for writing subscriptions

The reason I find this company so interesting is it doesn’t seem like a venture-backable business at first glance. In order to get $100M in revenue, they would have to have $1.0B in gross subscription volume. When they went through YC, they had an average revenue / subscriber of $70. If that stays the same, Substack will need about 14.3M paid subsc... See more

In 2016, NY Times spent $30m to acquire Wirecutter. It's shaping up to be a good acquisition - revenue now topis $50m.