Jaden Schaefer

So they try to like hit you multiple times in a week.

It's basically my least favorite subscription tool.

you know, amount of time to resubscribe.

And it's when people are like, look, it's only $2 a week.

It's like, just say $10 a month or something like so annoying.

In any case, part of the churn that we're seeing right now, I think is going to be obviously just how fast AI is going.

All of the experimentation happening in the industry.

I think you're going to see metrics like AI apps have 20% higher refund rates than non-AI apps.

The median refund of 4.2% is, you know, you can compare that to 5.3%.

At the high end, I think the difference is even more pronounced with AI apps seeing refund rates as high as 15.6% compared to 12.5% for non-AI apps.

And according to what Revenue Cat is saying, basically, volatility is coming from some big issues about value, product experience, long-term utility.

And I really just think a lot of this comes down to over-promising and under-delivering what the AI is capable of doing.

And I see this in so many areas because I'm in marketing and I'm in AI.

So clearly, this is a problem I think we see in the industry.

I think we should probably normalize being able to underhype your app, but it being super useful and people just use it without having to oversell all of its capabilities.

I think AI apps right now also monetize downloads significantly more effective overall.

Median download monetization is at about 2.4% for AI apps versus 2% for non-AI apps.

So that is interesting.

And I think AI apps also generate higher realized lifetime value.

So here we are, you know, talking about, oh, look, regular apps versus AI apps.