4 predictions · 1–3 · 25% accuracy
“I think we're gonna see increased market share across the iOS subscription part of the world.”
Tech · Judgment call · by Jun 4, 2022 (inferred)
“That has never happened in the history of business, and it is unsustainable.”
Tech · Judgment call · by Jun 4, 2022 (inferred)
Only if: Other players in the search market capture 1% of the search market's revenue
“Subscription is such a superior business, and the marketplace values it in a multiple of revenues versus multiple of EBITDA, that if other players in search capture 1% of the revenue of the search market, they'll capture 10% of the market cap, which by the way is $160,000,000,000”
Tech · Conditional · Judgment call · by Jun 4, 2022 (inferred)
“So you're gonna see a variety of niche players, including Niva, that say we're gonna exit the ecosystem that paints us into a business model where we're no longer focused on the end consumer or the creator.”
Tech · Judgment call · by Jun 4, 2022 (inferred)
