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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

Ask yourself constantly, what can we do? matched

to escape the transactional matched

business model hell and move into a recurring revenue model. matched

If you're a company that sells bikes, is there a bike club where they can matched

They don't you know, whenever they want, they have when they're in town, we'll deliver a brand new trek bike to you and we'll invite you on cool bike tours, maybe even matched

And we'll always have maintain your bikes. matched

Granted, that's going after a wealthy class, but I think there's a lot of people out there. matched

Like but if they can just show a th if a matched

If a chain of bicycle stores can just show that their recurring revenue is growing faster than their transactional revenue. matched

It takes the multiple on that business up two or three, and then they get focused on the consumer. matched

you know, relationship, if you will. matched

So I'm a norm I've been preaching. matched

I've been preaching subscription, the move to subscription revenues for matched

A decade now, and probably the gangster move that doesn't get enough credit 'cause Adobe used to sell something called matched

Directors cutter, uh, $2,500 software in the box. matched

And then they said, Nope, we're going to $25 a month. matched

Their stock got cut in half, and now it's up like 40 X because they've they were sort of the original gangsters here of moving to a subscription model. matched

So Apple, who I think is arguably the strategically one of the smartest companies in the history of business, who's not, who's not engaging? matched

In the AI price, you know, CapEx wars right now, Apple. matched

They're like, no, we'll just hang back and then we'll monetize and let everyone else spend hundreds of billions or trillions of dollars, similar to what they did with search. matched

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