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All-In with Chamath, Jason, Sacks & Friedberg

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

3253.418 - 3273.79 Jason

And that's where I would place the future value of this company. I mean, as somebody who invests in SaaS, when we see a business that has B2C subscriptions and B2B, we place all the value on B2B. And the reason is because Historically, the churn rates in B2C are too high. 5% to 10% churn rates are common. 50% a year per month. 50% churn a year are very common.

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