How do you think lightweight consumer software products like Duolingo and Grammarly fit into this framework? They feel decidedly "nice to have" and don't really have strong/unique business models behind them -- and yet they've created a ton of value for consumers and investors. Do you think there is another vector of consideration around the ability to amass a unique data asset through consumer usage?
Hey Nikhil, I have been reading your essays on Substack about consumer subscription startups and I'm working on one in the food space, where could I reach out to you about it?
How do you think lightweight consumer software products like Duolingo and Grammarly fit into this framework? They feel decidedly "nice to have" and don't really have strong/unique business models behind them -- and yet they've created a ton of value for consumers and investors. Do you think there is another vector of consideration around the ability to amass a unique data asset through consumer usage?
Hi Nikhil, just wanted to say thank you for this fantastic write up! I found it to be both enlightening and well written. Take care.
Hey Nikhil, I have been reading your essays on Substack about consumer subscription startups and I'm working on one in the food space, where could I reach out to you about it?