Ed Elson

speaker

772 appearances 3 recordings 1 series first heard Sep 2026 last heard yesterday

Ed Elson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 3.

Appearances

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The Prof G Pod with Scott Galloway · The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game · 21 Sep 2026 podcast

And I'm gonna I'll use it at least this much. matched

In addition matched

The organization itself can better plan its capex because it knows what its incoming revenues are going to be. matched

So subscription model is stickier. matched

It also um forces you to focus more of your revenues not on getting more people into the store, but on the customer relationship on renewal. matched

So you're instead of investing more money and getting more people into the store. matched

You're investing more money on the relationship itself and how to improve it, which typically creates kind of a better, a better product, if you will. matched

So on average, matched

Retailers trade at one to three times revenues and recurring revenue companies trade at six to eight times revenues. matched

So cut to I also sold L two when I was doing about matched

Oh sorry, about twenty million revenues, and I sold it for a hundred and sixty million or eight times revenues. matched

So recurring revenue, the the you know, word is out that recurring revenue works. matched

There's probably been an overinvestment in subscription revenues. matched

Uh, and it's getting harder and harder because people benchmark against Netflix, which gives you a billion dollars in content for every dollar a month you spend. matched

So as is the reason why it's so hard to build a subscription substack offering. matched

Anyways. matched

Apple has been great at this and they have said, Okay. matched

And I I'm not exaggerating. matched

I suggested this to Apple maybe three years ago. matched

I said, okay, pretty easy to identify amongst the billion people that have iOS, find the 50 million superusers, um myself included, that want the latest, greatest, all the time, fairly price insensitive. matched

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