Caryn Seidman-Becker
👤 SpeakerAppearances Over Time
Podcast Appearances
You can go away.
You can become totally irrelevant.
What are you doing?
What is your product roadmap?
What is your innovation roadmap?
When will you get there?
What will the impact be?
I think that's really important.
For Clear, I look at subscribers and ARPU and say, where can we go?
Those are things that I think I did at Ariens.
but not with as long a term perspective as I think was required.
And to really map out the art of the possible and then probability weight, the getting there.
What can Amazon Prime be?
What can the iPhone be in the ecosystem of the apps and then the economy that that's going to create?
Can't just be like, yeah, they're creating an iPhone and they're going to set it.
10 million or 10 billion.
What can that be?
And I think to really map that out and then the impact on the margins is game changing and allows a lot more patience.
Yes.
And again, I would focus on free cash flow and optionality, which we did.