Apr 15, 2018

Subscription Businesses

B2B

SaaS

While the Zuckerberg appearance before the Senate got an incredible amount of negative media attention, and a tonne of memes, subscription system Zuora's landmark IPO may have just gone under the radar. 

Zuora first entered the entrepreneurial imagination with the "Best Sales Deck Ever", and it truly was incredible.

Started by a former CMO of Salesforce, Zuora's subscription billing model is something I personally believe is in line with the future. Marc Andreessen memorably said that "Software is eating the world", but I think subscription is going to be a business model that is going to be wider than just SaaS.

We are seeing subscription businesses everywhere, right from subscription in content (Netflix), fashion (Stitch Fix), groceries (Home Chef), staples (Amazon), shaving (Dollar Shave) to even fitness (Class Pass).

Subscription allows both predictability & excitement to a customer, while simultaneously providing predictability and deeper relationships to companies. Acquiring customers in the digital age has never been harder, and subscription businesses allow companies to focus less on marketing (customer acquisition) and more on product (customer retention).

Zuora's IPO is a great sign for the future of subscription in general. 

This week, I look at Reddit, MySpace and Starcraft et al. 

  1. [Large Startups]: Tesla looked like the future. Now some ask if it has one.

  2. [Work Culture]: What to do if you're passionate about nothing

  3. [Growing Startups]: The cult brand whisperer behind Casper & Birchbox

  4. [Buzzwords]: This app uses AI and ML to teach you how to draw

  5. [Life x Startups]: Reddit and the Struggle to detoxify the Internet

  6. [The New Monopolies]: MySpace Tom beat Facebook in the long run

  7. [Data!]: China's new frontiers in dystopian tech

  8. [Modern Economics]: Economics renames itself to appeal to students*

  9. [Classic Economics]: How much is a worker's hour worth?

  10. [Business is Entertainment]: GG - The story of the staying power of Starcraft

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© 2024 ajvc Fund.

Made with <3 by the ajvc design team

ajvc is a pre-seed fund investing in India. ajvc is a VC fund that is regulated by SEBI. Views expressed in "content" (including newsletters, posts, podcasts, videos) linked on this website or posted in social media and other platforms (collectively, "content distribution outlets") are by Aviral Bhatnagar. The posts and newsletters about the startup ecosystem in India are not directed to any investors or potential investors, and do not constitute an offer to sell - or a solicitation of an offer to buy - any securities, and may not be used or relied upon in evaluating the merits of any investment.The content should not be construed as or relied upon in any manner as investment, legal, tax, or other advice. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investments.

Subscribe

Join our newsletter to stay up to date on what's happening in the Indian startup ecosystem

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© 2024 ajvc Fund.

Made with <3 by the ajvc design team

ajvc is a pre-seed fund investing in India. ajvc is a VC fund that is regulated by SEBI. Views expressed in "content" (including newsletters, posts, podcasts, videos) linked on this website or posted in social media and other platforms (collectively, "content distribution outlets") are by Aviral Bhatnagar. The posts and newsletters about the startup ecosystem in India are not directed to any investors or potential investors, and do not constitute an offer to sell - or a solicitation of an offer to buy - any securities, and may not be used or relied upon in evaluating the merits of any investment.The content should not be construed as or relied upon in any manner as investment, legal, tax, or other advice. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investments.

Subscribe

Join our newsletter to stay up to date on what's happening in the Indian startup ecosystem

By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.

© 2024 ajvc Fund.

Made with <3 by the ajvc design team

ajvc is a pre-seed fund investing in India. ajvc is a VC fund that is regulated by SEBI. Views expressed in "content" (including newsletters, posts, podcasts, videos) linked on this website or posted in social media and other platforms (collectively, "content distribution outlets") are by Aviral Bhatnagar. The posts and newsletters about the startup ecosystem in India are not directed to any investors or potential investors, and do not constitute an offer to sell - or a solicitation of an offer to buy - any securities, and may not be used or relied upon in evaluating the merits of any investment.The content should not be construed as or relied upon in any manner as investment, legal, tax, or other advice. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investments.

Subscribe

Join our newsletter to stay up to date on what's happening in the Indian startup ecosystem

By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.

© 2024 ajvc Fund.

Made with <3 by the ajvc design team

ajvc is a pre-seed fund investing in India. ajvc is a VC fund that is regulated by SEBI. Views expressed in "content" (including newsletters, posts, podcasts, videos) linked on this website or posted in social media and other platforms (collectively, "content distribution outlets") are by Aviral Bhatnagar. The posts and newsletters about the startup ecosystem in India are not directed to any investors or potential investors, and do not constitute an offer to sell - or a solicitation of an offer to buy - any securities, and may not be used or relied upon in evaluating the merits of any investment.The content should not be construed as or relied upon in any manner as investment, legal, tax, or other advice. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investments.

Subscribe

Join our newsletter to stay up to date on what's happening in the Indian startup ecosystem

By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.

© 2024 ajvc Fund.

Made with <3 by the ajvc design team

ajvc is a pre-seed fund investing in India. ajvc is a VC fund that is regulated by SEBI. Views expressed in "content" (including newsletters, posts, podcasts, videos) linked on this website or posted in social media and other platforms (collectively, "content distribution outlets") are by Aviral Bhatnagar. The posts and newsletters about the startup ecosystem in India are not directed to any investors or potential investors, and do not constitute an offer to sell - or a solicitation of an offer to buy - any securities, and may not be used or relied upon in evaluating the merits of any investment.The content should not be construed as or relied upon in any manner as investment, legal, tax, or other advice. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investments.