Michael’s Substack
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How Simple app raised $35M series B
Subscription apps capital raise
Oct 4
September 2025
Why AI evaluations (evals) are essential for product managers
With new models being rolled out constantly and more features powered by AI it became a real question how to evaluate new models performance for the…
Sep 7
August 2025
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
1
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
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