September, 2024

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The Subscription Value Loop: A framework for growing consumer subscription businesses

Lenny Rachitsky

Products like ChatGPT, Hulu, ESPN+, Disney+, and Pandora that are subsidiaries of larger companies are excluded. This helps explain why ChatGPT became the fastest-growing app ever, with a core value promise so profound that it reached 100M MAUs in just two months largely through organic growth.