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The continuous rise of SaaS in the consumer space - Version One

The Rule of Threes: The subscription economy from a consumer’s perspective
SparrowAdviserssparrowone.substack.com
Consumer SaaS: ~40% is GOOD, ~70% is GREAT
Lenny Rachitsky • What is good retention
And, in another sense, hardware companies that shift to a subscription model are pricing according to reality. If you buy something and use it every day for years, it makes sense that you’d pay for it as you use it rather than buy an uncertain amount of usage at one upfront price. The gradual shift to subscription-based hardware is just the economi... See more
Byrne Hobart • The Diff | Byrne Hobart | Substack
