Venture Desktop is an exploration of the key threads that I am picking up on the ground as I think about, invest in, and work with companies that are building the future of work, wellness, media, cities, and industry.
It is not long form, but it is a deep dive focused on highlighting, annotating, and more thoroughly understanding the trends, companies, and people shaping the rapidly changing world that we live in.
You can find full show notes, accompanying videos, and sign up for email updates by visitingventuredesktop.com and by following me on Twitter @brettbivens.
In this episode of Venture Desktop, we are exploring the Consumer Subscription business model — or Consumer SaaS — how consumer demand shaped the growth of the market to date, what investment and company creation opportunities look like going forward, and how the capital stack will mature to support the vast range of companies in the market.
If you want to stay up to date, come find me on Twitter @brettbivens or head to venturedesktop.substack.com to subscribe to the newsletter.
Consumer Subscription Software Insights — GP Bullhound
Revenue Multiples in Consumer Tech — Blossom Street Capital
The Case for Growth — Dave Bujnowski (h/t Paul Barnes)
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
The At-Home Fitness Roll-up
Match Group and Segmentation — Brian Norgard
Match Business Overview
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
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
Kate Clark on VSCO
In this episode of Venture Desktop, we are looking at a topic that is quite foundational to how we should think about economic growth and progress as we look to the future. And that is the rise of Creator Led Media Companies — which, to give a definition is a business (large or small), that is is first and foremost built around the creative skillset of an individual or a small team.
For more on all of the links discussed in the episode and to stay up to date on new episodes, head to venturedesktop.substack.com or come find me on Twitter @brettbivens.
The links we go through in the episode can be found here.
HBR — The Bannister Effect
John Cochrane — Free Solo and Economic Growth
Ben Cohen — The NBA's Youtube Generation
Jayson Tatum on learning from NBA players on Youtube
Overtime's Dan Porter on Recode Media
Anthony Edwards Dunk
David Perrell and Samo Burja on The North Star Podcast
Balaji Srinivasan — Adobe for Influencers
Li Jin — The Passion Economy and the Future of Work
The Professionalizing Creator Class
Come for the tool, stay for the network
Retweetables / Relistenables / Rereadables
Rereadables — The Future of Workers / Mercedes Bent + My Hope for the Future of Work Jomayra Herrera
Relistenables — Emily Weiss, Glossier
Retweetables — Dave Ambrose on Podcasting
This week, I dive deep on Spotify, the exploding audio market, and a concept called Business Model Leverage.
If you have any feedback on content or format, or have any ideas for topics I should touch on in the future, you can find me on Twitter @brettbivens and to stay up to date, you can sign up to the Venture Desktop newsletter at here.
You can find all of the links from the episode below.
Maffei — "When you sum it, we believe the ear is under-monetized versus the eye."
"Audio...Liberty still loves you" (Sirius XM / Liberty Media Investor Day)
Greg Maffei on CNBC
Pandora — "We want a bigger Share of Ear in the expanding Audio Day"
Gavin Baker — Monetization follow attention and engagement.
Nicola Korzenko (Podfund)
The Podcast Monetization Gap
Spotify Q3 2019
Business Model Leverage
BAML Research on Podcasts
Blending genres of audio...
Retweetables — Semil on Followability
Rereadables — Bill Gurley on the 10x Revenue Club
Relistenables — A16Z, A Podcast About Podcasting