🖥 The State of Consumer Subscription
Venture Desktop — Episode 3
Hey from Amsterdam and welcome back to Venture Desktop! 👋
This week, we are diving deep on the Consumer Subscription business model — or Consumer SaaS. It is an area I’ve been interested in for quite some time but I believe it is under-discussed…consider this my attempt to change that!
A few ideas and highlights from the episode:
How Consumer SaaS has evolved over the last decade and where company creation opportunities are going forward
Why “divine discontent” from consumers is helping accelerate the Consumer SaaS business model
The evolution of the capital stack and the future of M&A and PE including the opportunities at hand for Match, Spotify, and the “Vista Equity of Consumer SaaS”
As always, I want to make sure you can check out Venture Desktop however is most convenient — you can find the Venture Desktop “video annotation” on YouTube, listen to the podcast on your app of preference, or read the full accompanying article. You can also find every link mentioned in the episode just below.
If you find this weekly update useful, I’d love to have you share it with friends and colleagues.
And if you have any ideas for the show, you can get in touch with me on Twitter or simply respond to this message via email!
Show Links
Consumer Subscription Software Insights — GP Bullhound
Revenue Multiples in Consumer Tech — Blossom Street Capital
The Case for Growth — Dave Bujnowski (h/t Paul Barnes)
GP Bullhound...again
Bootstrapping to "step function metrics" — Dave Ambrose
Kayla Itsines’ Sweat app will rake in $77 million this year — TechCrunch
Calm — Raise small, get profitable
Calm — Controlling your own destiny
Match Group and Segmentation — Brian Norgard
Rereadables
The Internet Subscription Startup is Winning — Tom Tunguz
Mass Saas — Zal Bilimoria
Consumer Subscription Software — Nicolas Wittenborn
The continuous rise of SaaS in the consumer space — Angela Tran
Relistenables
Allen Chen (Fitbod) — Growth Metrics that Matter
Holger Seim (CEO, Blinkist) — SaaS Open Mic
Rebecca Kaden, Nikhil Basu Trivedi, and Jonathan Yoni Regev on Consumer Defensibility — Venture Stories
Retweetables