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The Consumer Subscription Roll-Up Opportunity
I believe Consumer Subscription Software (“CSS”) will quickly rival enterprise SaaS as the most exciting growth opportunity in software.
Eric Crowley • Is Consumer Subscription the Next Software Boom market?
Today's consumer subscription leaders are aggressively expanding the definition of what it means to serve their customers — Peloton's lofty vision in its S-1 and Daniel Ek's reframing of Spotify as an all-encompassing audio platform are the two most notable examples.
Brett Bivens • Business Model Leverage
Jarrod Dicker of the Washington Post had a great insight about the rise of “expensable media” (think Stratechery, The Information, 2PM) and its positive impact on the creator ecosystem. This same effect could fuel a massive expansion in the consumer subscription software market that is compounded by a shift away from the office and its bundled... See more