1/ OG in SaaS is John Malone. He invented the modern cable business model. Of course he didn't invent the technology.
John talks about churn, ARPU and unit economics factors more than I do. That may be surprising but I learned from him and Craig McCaw.cnbc.com/video/2021/11/…
John talks about churn, ARPU and unit economics factors more than I do. That may be surprising but I learned from him and Craig McCaw.cnbc.com/video/2021/11/…
2/ If you invest in SaaS and listen to the interview, you might want to mentally substitute the word SaaS for cable. How he discusses issues like transfer pricing, bundling, scale, and overbuilding are just as applicable to SaaS.
If you see a transcript please forward it.
If you see a transcript please forward it.
3/ Partial Transcript. cnbc.com/2021/11/18/cnb…
Global search and replace the world "cable" and insert "SaaS."
"The biggest threat has always been the stupid competitor with a lot of money coming into your business because they may not end up with much profitability." Malone
Global search and replace the world "cable" and insert "SaaS."
"The biggest threat has always been the stupid competitor with a lot of money coming into your business because they may not end up with much profitability." Malone
4/ "It's early in the game still and I think what you’re going to find is that there will be a broad set of services provided to the consumer, some of which will be entirely ad supported, some of which will be hybrid, and some of which will be subscriber funded only." John Malone
5/ "Trying to satisfy every taste and every interest in one omnibus offering will be unprofitable. Going 100% consumer or subscriber paid as a model is going to leave an awful lot of people on the sidelines who would be content with something much more ad supported." John Malone
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