Consumer SaaS
Insights + examples on building consumer software subscription businesses
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Consumer SaaS
Peloton is now a $32B company.
Today's @ScreenshotEssay explores their future.
Is Peloton the Roku of Fitness, the Netflix of Fitness, or Neither?
https://screenshotessays.com/peloton
4/ Software subscription businesses:
1. Activation rate: The percentage of free/trial users who hit a valuable milestone in the first X days after signing up (e.g. meditate, watch a show, listen to a song, find a match, sync a folder, etc.)
2. Intensity of engagement: L7/L30
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New @ScreenshotEssay is out today:
Duolingo, Bumble, and the Rise of Consumer SaaS
maybe we are at a "failure of imagination" point for most, if not all, consumer subscription services in how they relate to their users (pricing, everything)
Andy Weissmanx.comon subscription fatigue and opportunity to think different