One thought on “Right Idea, Wrong Math”

  1. Make that a double DUH award.

    When the cellphone business experiences churn of even 2% per month, that 24% per year, and that is considered good.

    It shouldn’t take a rocket scienist VC to figure out that over time the Content will be subsidize and giving away to atract gross additions. I mean, how many more minutes can they give away?

    When this happens the consumer of the content shifts from the subscriber to the carrier, and that my little VC friend changes everything.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.