Archive - Michael’s Substack

Life360 Valuation: Subscribers, Growth, and Revenue Per User

A Subscription App Success

Aug 2

July 2025

Is Bumble undervalued?

Bumble is a dating app with a hybrid monetisation model using subscriptions and consumable in-app purchases.

Jul 19

June 2025

Legal AI Startups

A quick overview of legal AI startups in 2025

Jun 7

April 2025

Fintech That Became a Subscription App

How Revolut earns $0.5 billion on subscriptions

Apr 26

Why Strava Acquired Runna?

And how much did it cost?

Apr 17

March 2025

Subscription App Valuations

How to evaluate mobile apps that monetize with subscriptions

Mar 30

December 2024

Subscription Apps Metrics

Before I forget. This is a good overview of consumer subscription business with metrics from Lennie…

Dec 11, 2024

November 2024

How to build your AI support agent with no code

Build AI support agent with zero coding

Nov 23, 2024

September 2024

Flo vs Duolingo. Comparing metrics and valuation.

Consumer subscription apps at scale

Sep 29, 2024

Is Duolingo's valuation justified?

Duolingo metrics, revenue, and valuation.

Sep 22, 2024

July 2024

Amplitude's Valuation Collapse: Lessons from the SaaS Bubble

The Dramatic Fall of Amplitude's Valuation

Jul 28, 2024

BeReal's $500M Acquisition

What it takes to build leading mobile social apps like Bereal, CapCut, Clubhouse and alike

Jul 7, 2024

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