16: How to Build a Subscription App in the AI Era w/ Alice Muir
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S1 E16

16: How to Build a Subscription App in the AI Era w/ Alice Muir

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Bernard: In this episode...

Alice Muir: I was able to improve
a paywall, massively by about

six times by, just stripping out
a lot of the fluff basically,

it had like a 60% off discount
at the top, a countdown timer.

And then, in the pills that show
the prices that had a bunch of

strikethroughs and this is your price
by day and this is your price by week

I was like, man, I think we need
to strip all of this stuff out.

Show one plan.

Let's do the back of the napkin
math, figure out what we actually

need to hit your LTV targets.

Get a good cac, all of this kind of thing.

And then let's show one
plan that goes after that.

Jacob: hey Alice I'm so excited to
have you on the podcast so we're we're

gonna talk monetization AI apps and
more but first you live in Berlin and

you told me earlier today that you
you went to a baby rave And so we're

gonna dive into subscription apps but
first I have to ask what that was like

Alice Muir: Yeah, baby rooves are
an amazing concept for parents.

Uh, who in the past would've been
ravers basically, or would've

gone clubbing or at partying.

And um, actually first came across this
concept years ago when I lived in Glasgow.

'cause I had a friend who was
a DJ who used to DJ at them.

Um, and yeah, and, and this is something
that's really popular in Berlin now.

And of course the day is May the first.

And in Berlin that's a pretty significant
day where there's a lot of, um, kind of.

Uh, there's a mix of left-wing protests
and um, like kind of raves that pop

up in parks, unofficial raves that
pop up in parks during the day.

And it's all a sort of
celebration of Labor's day and

Labor, sorry, a celebration of
Labor Day and workers' rights.

And, um, yeah, me and my husband were
feeling a bit sad that we couldn't do

like the traditional May the first, so
we found a baby rave to go to instead.

So we took our, our little 1-year-old girl
to that and she had an absolute blast.

So it was brilliant.

Um, and there's lots of music for
the adults, for the parents, and

lots of kind of bubbles and like fun
things for toddlers to play with too.

So it's such a great concept.

Jacob: That's amazing I would expect
nothing less uh from Berlin let's let's

dive into some subscription apps So I
wanna first start by going back in time

a little bit you've worked with apps
like Headspace Visco Adobe SoundClouds

on monetization retention and past work
and but the subscription app world has

has changed so much in the last few years

Alice Muir: Yeah.

Jacob: you know what did the what did
the playbook look like when you got into

this space and and I guess how things
have changed What was everyone doing

that you now think is was maybe wrong

Alice Muir: It is a really good question.

I think, I think the playbook and
the whole app world has changed

massively since I got into the space.

Um, first of all, I think when I
started working on retention, most

other people were really focused,
heavily focused on acquisition.

And you saw that in some of like
the conferences and like a lot of

the thought leadership and stuff.

I know that, for example, MAU
conference, which is coming up this

month, um, historically was more
of an acquisition con conference.

And now over the last few years it's kind
of ex, you know, the topics have really

expanded, um, into things like retention,
engagement, this type of stuff too.

Um, but yeah, I definitely see a lot
more retention specialists in the

space, um, which is, and, and, um,
Jacob, I've been following you for

a long time and sometimes I see your
content, I'm like finally somebody

that, you know, somebody else that
thinks, um, similarly, which is great.

Um, but certainly, yeah,
I think people are.

Um, more interested in
retention and engagement now

because the game's got harder.

Um, I think, you know, there's so much
competition in this space and that's

only gonna get worse with, uh, ai, um,
entering, entering the picture as well.

You know, the fact that people can
throw up apps over a weekend, um,

so that problem's not gonna go away.

And so it's not enough just
to build a basic app, get some

users in, and hope for the best.

Like we have to be building things,
um, building products that, you know,

really stick with a user throughout.

And, and help them solve a problem
throughout their life and that

the way and the angle that you
solve that problem might change.

Um, so continuously thinking about, okay,
you know, Headspace is a great example.

We bring you in for mindfulness
and meditation, but then like later

down the line, we might want to
also expand into supporting you with

exercise, mindful exercise, mindful
sleep, all this type of thing.

I always use that example, but
so many apps now have to think,

how can we continue to be a
part of this person's life?

Because there is so much competition
and users are, you know, they're,

I think users are a little bit.

Hesitant about subscriptions nowadays
because there's so much competition

because of like recurring billing and
you know this question about, um, you

know, whether or not they're actually
gonna be using these products as well.

Um, so yeah, so it's a lot harder.

And then of course there's been all
these, um, platform updates, you know,

from Apple, things like, you know,
gripping, uh, push notifications,

even like Silent Push came in,
that was a few years ago as well.

And um, you know, all of these
changes to how the iPhone works and

how, how users engage with their
phones, how users engage with apps.

Um, and then of course there was
all the privacy stuff as well, like

a TT and all of this kind of thing.

So, I mean, when I started
none of that was a thing.

It was like, you know, companies
were impressed when you put

together an engagement strategy
with push notifications and now

that just doesn't cut it anymore.

Um, so yeah, it's definitely a
fun time to be in mobile growth.

Jacob: I I yeah I remember you know
going to conferences and you know every

single talk was on acquisition and and
growth You know growth was essentially

just paid ads right That's what growth
meant And you know you would you would

struggle you'd look through the agenda
where's my you know conversion Where's

my retention Where's the where's the
engagement talk that I can go to So

Alice Muir: Yeah,

Jacob: a hundred percent relate And yeah
you have to uh it's a much more holistic

game now if you don't have you know strong
conversion optimization monetization

retention strategy um you're uh uh your
paid ads kind of just just won't work uh

Alice Muir: absolutely.

Jacob: just just to have a have a good
ad Uh and it's harder to have you know

a good ad today So I I think You know
one concept that that's you know super

interesting to kind of understand better
uh to kind of drive retention early

engagement monetization I is this um uh
I think you talk about strategic friction

Alice Muir: Mm-hmm.

Jacob: and and uh and getting users
into your app Um in the past uh uh it

it was kind of give users about 80 of
the solution for free and then make

the the last 20 it's reason to upgrade
Um how how do you think about that And

maybe you can give some examples of
how this worked and people can use it

Alice Muir: Yeah, so I think
the, the best example that I

have of that is MyFitnessPal.

So MyFitnessPal basically, um, I think
most, I mean, it's a household name now

I think many people know MyFitnessPal.

Um, but for those that don't, it's
basically an app that helps you to

track, uh, calories basically and other
kind of, uh, macro your macros and

other health and nutrition information.

And it's targeted at people that wanna
get in shape or they wanna lose weight,

or they have a goal around that.

Um, and what MyFitnessPal
originally did was they had a lot

of stuff on the free tier, um,
including barcode scanning, right?

Um, so essentially you could manually
input your calorie information

or your nutrition information.

Um, and you could also for, for speeds
and, and, um, efficiency, you could also

use a barcode scanner to do that as well.

And then behi, what they had behind
the paywall was more premium kind

of information about like recipes
or going deeper into like macros

and like this type of stuff.

Right.

Um, and like I would say that there wasn't
a lot of strategic friction there because

essentially a user that wanted to lose
weight, who was focused on their, their,

you know, ca the, the simple calories
in ca calories out, they could pretty

much do everything with MyFitnessPal
and they didn't have to subscribe.

Right.

And then a few years later, as
MyFitnessPal grew, they kind of cottoned

onto this and they realized, right.

Okay.

Actually one of our most
valuable features, which is

the speed and efficiency part.

Um, is free.

So let's put that behind a paywall.

And I think I understood their logic.

I think it was very smart what they did.

I think they did it far too late
because customers, um, or users were

already expecting to have that for free.

Right.

And, and it had been
that way for, for years.

And so, like, um, I, I worked with
MyFitnessPal back when I worked at

Feature, and, and I always think about
that, um, example, when I think about

strategic friction or I'm trying to
explain it, and it's exactly as you

said, it's, it's helping users get
like 80% of their problem done, but

you're leaving like the last 20%.

If they really want to complete their
problem, um, or they really want to like

do something well, and it's out like
something that's outcome driven, they

need to upgrade to be able to do that.

So if we go back to the
MyFitnessPal example, you know.

What there with strategic friction,
a user could, you know, still input

their calorie information or their
nutritional information, but if they

wanted that speed and efficiency part,
they actually needed to be a subscriber

to do that so they could do it in a
way that wasn't painfully frustrating.

Jacob: Yeah

Alice Muir: that make sense?

Jacob: you Yeah Do you um something
I worry about is well if that's the

the valuable part that people want how
do we balance this Like showing that

value upfront people understanding you
know this is why I should pay for it

Verse gating it and and not allowing
people to get to that value Uh how do

you think about like the the selling
of that value letting people experience

that versus um you know blocking it

Alice Muir: Do you mean like hard
pays versus like allowing people

to, to get some to discover?

Jacob: it's if um if they can't see it
without starting a trial um does people

have to start a trial and is that a
blocking thing So it's all about that

trial start or should you let people
experience something a a little bit of

value before even um having to kind of do
any you know you know monetization focused

action a trial any payment And and cause

Alice Muir: Yeah,

Jacob: you know we wanna show value
upfront to kind of drive a trial start

but and so is it just talking about
it is it some like faux experience

is letting em do it once or you know
I'm curious what you think there

Alice Muir: so I think this is
actually a huge question because this

is cha, this whole concept in the app
space is changing so fast right now.

It's changing with AI and it's also
changing with web to app as well.

Um, I think.

I always say you, what you want to
do is protect your learning actions.

So a user should be able to learn what
your product does or like how it kind

of feels, how the UX feels for free.

Um, but we should be
charging for outcomes.

So like whatever, like the problem is
solved, they've completed what they're

there to do, that's the outcome and
that's what should be charged for.

Now that sounds simple to say it here,
but in the world of like AI and compute

and all of this type of stuff and
these additional costs that are being

layered in, like that becomes a lot
more complicated as well because ma

in some cases, even letting your users
learn can also have, you know, compute

costs or GPU costs attached to it.

Um, and so this is, this is something
that I think the whole industry is

trying to figure out right now, um, which
you know, is how much can we actually.

How, how can we show value and, you
know, improve conversion without letting

everybody loose on the product and rank
and, you know, racking up all these costs.

Um, and I think there's like,
you know, there's, there's

some ways to think about this.

Um, one of them is, is there, are
there cheaper actions in your product

that could be part of a trial?

So my understanding now, I'm definitely
not an AI engineer, but my understanding

is that, um, there's certain actions
that are far cheaper than others.

So, for example, short text based prompts.

Are much cheaper than, you know, if you're
trying to prompt, uh, like, say, say,

if you're asking like a really simple
question that's really a lot cheaper

than if you're trying to kind of create
some viral video, for example, that's

like 10 minutes long and you're trying
to prompt AI to create this, like, you

know, this video is, um, that's gonna go
viral and it's got all these kind of crazy

effects in it and all that kinda stuff.

So I think like being able to,
you know, bring users in and,

and help them, maybe try a first
prompt, um, is an interesting one.

But then if they want to like, go
further and edit something that

they've, um, asked an AI product to
do, like, okay, well that's when we're

getting into like expensive territory.

So it's like, okay, maybe for, you know,
a number of edits, uh, certain, you know,

maybe beyond like one edit should be like
behind a paywall, if that makes sense.

Is this making sense?

Jacob: Yeah What what was the framework
you said about kinda the learning

action and and the the kind of

Alice Muir: Yeah.

Jacob: This is a really great concept
to think about like what you give away

versus what what you kinda make people
pay for and kind of figuring out the right

balance there And and I think if it's if
it's a visual product maybe it's easier to

show it right But if it's not how do you
educate people so I think that's a that's

a great thing to think about I really like
that idea of you know the valuable action

oriented the the what people actually get
they they should pay for But how do you

allow people to learn about that uh to
convince them that they should pay for it

Alice Muir: Yeah, absolutely.

And I think, um, and you, you had
previously when we were, we caught

up previously, you had asked me about
this as well, and I think, um, one

of, there are creative ways that
companies are like, find, you know,

finding ways to do this, um, without
actually racking up additional costs.

I think one of the most
obvious is if you've got an

AI app that's like, you know.

Show me what I'm gonna look like with
certain, a certain haircut or whatever.

You know, you see these sometimes,
like these color palette match

kind of apps, if that makes sense.

Um, they, you know, showing people on
those types of apps, you can kind of

show people through an avatar, like the
before and after effect, for example.

Um, so you can show in the onboarding what
a typical output might, might look like.

Similar with, um, 'cause I know
like video generation apps are,

are pretty popular at the moment.

So like, again, you can show like a
typical, maybe you, you, um, maybe you

have like a mockup of somebody prompting
and then you can show a typical output

from that so you can, you know, you're,
you're displaying value in that way.

Um, I think another thing one, like some
of the bigger players like Lovable and

also Claude have gotten really good at,
um, protecting their costs as well by.

You know, making sure that they really
understand the brief from somebody.

So like, say somebody does put in
an initial prompt, they might be

like, well, okay, before we go a step
further, you know, is this actually

what you mean and what you want to do?

And I think that becomes
particularly important when

credits are, are involved as well.

Um, you know, because Jacob, I know
we're kind of moving into, this is

opening a whole can of worms here,
so please feel free to bring me back.

But I think that also is, is important
when like things like credits and

usage limits are involved as well, so
that we can make sure that especially

if somebody's a new user and they're
trying something out, that they're

actually getting the value that
they, uh, that they want basically,

and we're going down the right path.

Jacob: Yeah Yeah There there's there's
so much we can dig into there So I I uh

yeah I do wanna dig into that more So

Alice Muir: Yeah.

Jacob: when when we when we think about
um Most you know most subscription apps

uh you know 90 plus percent of installs
never become subscribers right Most people

Alice Muir: Mm-hmm

Jacob: and I think that you know
some people say okay well all the

users that aren't gonna pay are
distraction You know only focus on

your high energy uh focus your energy
on kinda this high intent cohort

Alice Muir: Mm-hmm.

Jacob: others well okay you have
90 of those users Uh why why don't

you try some in-app purchases and
upsells Um and you know maybe ads

And and this becomes uh you know more
interesting with AI kind of talking

about these fixed costs of free users

Alice Muir: Mm-hmm.

Jacob: aren't free anymore Um and and
and so how do you think about this

you know monetizing these lower intent
users and then also how how does this

differ for which kind of got into for
apps that have uh um some AI component

Alice Muir: Yeah, it is
really interesting, I think.

Um.

For, for larger apps that have huge
amount of scale, I would always

say like, focus on that 10% that's
gonna, that's gonna convert where

it makes where it makes sense.

Or at least I would've said
that before ai, before AI came

and complicated everything.

Um, but I think as you said that,
you know, hybrid monetization, I

think Toma Petit also wrote, um,
a really good article about this

for, um, revenue cap recently too.

And I think hi hybrid monetization
is, you know, is really making a big

comeback because certain companies
are realizing that, you know, we

need to recoup some of these costs.

Oops.

Sorry, that's my
headphone that's come out.

Um, I'm just gonna keep going.

Uh, yeah.

So Tema Temae also wrote about this
recently about, you know, the comeback

of kind of hybrid monetization and why
that's, um, why that's becoming so big,

or it's really, it's really talked about
right now in the industry because a

lot of these large, or a lot of these
companies that have, um, AI features

are realizing, Hey, wait a minute.

You know, if we're only gonna get
like 10% to convert, we need to

find a way to recoup costs from,
from, um, the rest of the user base.

And I've seen a different approach,
a few different approaches to this.

One of the one approach I've seen is,
you know, larger companies, like for

example, dual lingo are sound, right?

We're gonna have ai, I think notion also
is the same, but we're going to just

keep AI for like a higher value use case
and a higher value segment of users.

Um, and then there's, you know,
the, the other skill of thought

thought where it's like, no, ai,
we are an AI powered product.

Um, but even then, you know, we are
gonna still have like 10% convert to

subscription, but then we're gonna have
this huge user base that's gonna be kind

of like novelty or curiosity driven.

Um, and I think that's such an interesting
problem to solve, and that's where

the whole kind of credit packs versus
subscription debate comes in because

it's like, we see some apps where, and
I talked about this at AIM conference

recently, we see some apps where they're
like, no, we're gonna go after the people

that are higher value that convert.

And so they say, right, we're gonna
have the subscriptions and we're gonna

say like, either you're gonna subscribe
to this or you're kind of, you know,

you're, we kind of don't want you here.

Um, but then there's like
credit packs for subscribers.

And then there's other companies
that are taking the approach of like,

no, we're actually gonna do credits
and usage based, um, pricing instead

so that we cater for everybody.

Um, and I think it all just
depends on your scale, like

the stage of the business.

It's much, it's much harder
to kind of hard paywall.

Things.

If you're a very early stage and
nobody knows the brand and you don't

have that kind of like brand trust,
you're not a household name like this.

It's very, very hard to hard
pay wall, everything there.

Um, and so getting the balance
is just incredibly difficult.

And again, it's one of those
things that we're all sort of in it

together trying to figure this out.

Um, yeah,

Jacob: And think that the hybrid approach
is is super interesting but it gets very

complicated right Like maintaining all
these things all these different offerings

is do do you think that apps should I
I is hybrid monetization a a kind of

a later term longer term approach When
you want to reach larger scale or for AI

Alice Muir: AI apps,

Jacob: to start with that immediately

Alice Muir: that's a really good question.

I think, um, if, and I guess there's
two different types of apps here, right?

There's apps that are like massively
established that have been around

for years that then layer in ai.

Duolingo is a great example of that.

And then there's apps, you know,
we see all these apps popping up

now that are like AI powered apps.

And I think, um, if you are a company
that already has a user base that's

with, you know, with you for your core
offering, and I see this work really

well when it's like, you know, somebody's
built their app around habit formation.

So for example, um, using the
Duolingo example again, you know,

learning or, um, meditation, so
calm, headspace type of stuff.

Like for those types of apps, I
feel like, you know, um, allowing

people to continue to build a habit
on a subscription plan makes sense.

And then if you find that higher value
cohort layering in some kind of like

either additional tier or, um, you know,
something where if it makes sense, like

a kind of hybrid monetization tier.

So that you're enabling high, like that
particular cohort to use an AI version

of what you're doing makes sense.

But I think where companies have
to be careful is that you should

only be layering in AI if it
actually solves, like, if it helps

you deliver your value better.

Um, but if you're just layering it in
because you're like, and I think there

was a famous, I think it was notion, there
was a famous, um, case study about this.

If you're just layering it in, 'cause
you're like, okay, AI sounds great,

um, this is what we need to be doing.

But then you realize it cuts your margin
and doesn't actually help you devalue,

help you deliver value any better, then
it's, then it's like, well you either

have to find, you know, a different, you
either have to find product market fit

for that and put it behind a different
product, um, or a different price and

package in tier and you keep it kind
of separate from your core offering.

Um, does that, does that make sense?

Or, or you're, then you have to
question like, or you have to

question whether or not that's like
the right approach for, for you and

your business, if that makes sense.

Jacob: Yeah

Alice Muir: hi, hi.

Hybrid monetization, I feel like
is, makes more sense when a company

starting out as an AI powered app.

So I'm talking about like your face
swaps and your wardrobe generators,

like this, this type of thing.

Right.

Um, then it makes sense to be thinking
in terms of hybrid monetization,

so serving ads and subscription or
in-app purchases because, you know,

these are not huge household brands.

They don't, they haven't, they haven't
built, you know, a a, a cult following

around what, whatever it is they do.

And so, yeah, I think it would be silly
to, and especially as acquisitions getting

more expensive, I think it would be.

Um, silly to leave money on the
table in that case by not having

ads to help me recoup costs.

I hope that makes sense.

And it was a bit of a
roundabout way of answering.

Jacob: No it's a great summary in terms
of thinking about um yeah if you at your

core your just normal subscription product
and you and you're you know layering

in some AI features um Think about who
those make sense for Don't just give them

weight to everybody but if your core value
prop is something around ai something

generative um you know don't be naive
that there's fixed cost to that And that

Alice Muir: Yeah.

Jacob: if you if you have if you
allow free users to use those

Alice Muir: Users use things,

Jacob: need to

Alice Muir: need to monetize them somehow.

Jacob: um if they're not willing to
pay for a subscription you know think

Alice Muir: Think about something

Jacob: weekly

Alice Muir: weekly.

Offer

Jacob: uh uh in-app purchases

Alice Muir: that

Jacob: uh basically ta ca cater to
that different willingness to pay or

or different perception of value uh

Alice Muir: Yeah.

Jacob: the you're always gonna have
cost And and so don't just uh give away

the house uh if if you if you don't
have to Yeah I think I think that's

that's a great way to think about it
And and because monetization can get

complicated and so you don't wanna just
do it because you you think you should

Alice Muir: Yeah.

Jacob: you read an article
about you you should kind of

Alice Muir: Understand

Jacob: fits into into your business as

Alice Muir: business as well.

And for these, um, for these apps
that are starting out as AI powered

apps, I mean the struggle is real
right now in terms of profitability.

Um, you think about, you know, the,
if you're over 1 million a RR, then

you're on the 30%, um, apple tax
and there was 15%, um, for newer

developers that are under that.

Um, but if you are, then you're
on that 30% or you're paying the

app the highest tier Apple tax.

And then on top of that, you've
got normal business tax as

reducing in your profit even more.

Then you've got now these additional
GPU costs, which depend on what

your app does, can be pretty pricey.

Um, and all of that is before you have
even, you know, thought about kind of

operations of how you're actually running
your business and all, you know, so

this is, this is really difficult stuff.

You need huge amounts of scale, which,
and it's a perfect storm because, you

know, I mean, I, as you know, I'm not an
acquisition specialist, but all I hear

from our acquisition peers is like, you
know, this is just getting, like Met is

getting so unbelievably expensive and
all, you know, so it's like you need huge

amounts of scale, which is, it's like the
chicken and the egg, you know, it must be,

it's so difficult to get that scale and
to make it profitable at the same time.

Few people are gonna be able to do that.

Well, I think.

Um, so it's, yeah, it's
such an interesting.

Time to be working with
those types of apps.

Um, and I think as well, that's where
the whole question about like the

subscription strategy, um, comes into
play as well because I think a lot

of these apps are saying like, you
know, traditional subscription just

doesn't work because consumers are
expecting certain price, kind of price

points that we've had for years now.

You know, so like, I think a lot of
these, um, types of apps are having to

charge a lot more because of these costs.

But then if users aren't getting that
value straight away, which is where

you and I people that you and I come
in, you know, um, and getting user,

you know, getting users to activate
and really understand the product.

And if they're not doing that well,
then nobody's gonna be paying like

these a hundred dollars subscriptions
or whatever for these, essentially,

kind of, in a lot of cases,
novelty, novelty products, you know.

Jacob: we see on the on the uh B2B side
you know all all these AI products have

some usage based pricing right But this
is pretty pretty hard to do a like without

without credits which is complicated
and and you're under monetizing

People understand it And so I think

Alice Muir: I think that

Jacob: a lot of

Alice Muir: a lot of AI using weekly,

Jacob: weekly

Alice Muir: tiers, yes.

Jacob: is

Alice Muir: It's

kind

of like a proxy

Jacob: usage right cause if

Alice Muir: because if you're

Jacob: it a bunch you're
you're getting charged a higher

Alice Muir: amount

Jacob: hypothetically If you aren't
using it you stop paying for weekly

usually Apps get a little a few
more weekly cycles before someone

actually remembers they have it and
they cancel their plan But but it's

Alice Muir: that's also because,

Jacob: um have um higher people have
very high intent for short periods right

Alice Muir: right?

Yes.

Jacob: this I wanna try it out but I
don't really know if I want to use it for

a year And so I think a lot of these AI

Alice Muir: Ai.

Jacob: from my experience curious to
this matches like they have actually

super high initial conversion rates but

Alice Muir: Yeah.

Jacob: high

Alice Muir: High.

Jacob: And

Alice Muir: And so

Jacob: when you get

Alice Muir: get started.

Jacob: oh this is gonna be a great
business But then you realize you

don't no one retains no one stays with
it And and so it's this it's it's a

it's a much different business than
traditional subscription apps Okay

Alice Muir: Yeah, absolutely.

And it makes sense.

I mean, if you think about what some
of these, you know, some of these

products are, they are kind of, in a
lot of cases not, I mean this doesn't

apply to everybody, but in a lot of
cases they are kind of novelty products

and you know, I remember working with
a portfolio of apps and they had a lot

of these kind of AI powered, you know,
like, you know, look, we'll help you.

See what your baby's, your future baby's
gonna look like, and like, these kind,

it kinda, it weirdly kinda reminds me of
like the early days of the app store when

we had these like, you know, lighter apps
and things like that's kinda, I know that

a, these AI apps will, you know, they
will evolve over time, but it does kinda

bring me back to some of these things that
were on the app store at the beginning.

Um, but yeah, this company that I worked
with had a bunch of AI powered apps and

uh, I actually, a great example is like
song generators and they were trying

to follow the, this, the traditional
subscription playbook, so having like

a weekly and a monthly and an annual
subscription and they were kind of at some

point pushing the annual subscription.

And I was saying to the team
like, let's think this through.

Does it actually make sense
to push the majority of your

users for a music generation
app onto an annual subscription?

Probably not, because I don't think
anybody's gonna be doing that, you know.

And properly retaining
for, for years on end.

Um, so you're right, like
weekly absolutely made

more sense in that context.

And that's just one example, but
they had a lot of apps with that

similar problem, if that makes sense.

So yeah, it, it's, it's given,
it's spring up a lot of questions

about price and packaging and, you
know, what do consumers expect now?

And I think that's another problem
as well, is is that because, because

consumers have been trained by us to
expect a free trial for many years

now, all of a sudden because of these
costs that they might not know about.

I mean, we all know these things 'cause
we work in this industry, but if you're

just like your average Joe downloading
apps, whatever, your average consumer,

you're not necessarily gonna know
about these additional costs, but all

of a sudden you're getting hit with
paywalls, you know, straight away you're

not allowed to do anything for free.

Like, I think it must be quite con
confusing for consumers as well.

What do you think about that?

Jacob: I don't know how much people think
about it I think it's like consciously

I think they go Ugh a paywall I don't
oh whatever I'll I'll leave And and

and some people go I'll try it out
And and so like we think much more in

Alice Muir: Depth?

Jacob: mechanics than probably
normal people I think that

people like free things and
don't like paying for things And

Alice Muir: Yeah.

Jacob: um it it kind of goes back
to what we were talking about

originally you really have to have

Alice Muir: To understand the value of,

Jacob: Uh and it's much more important
uh to to convince them and and and

how do you educate them and how do you
do this well to to convince them that

you're worth paying for Where um you
know in consumer world you really have to

Alice Muir: have to think about

Jacob: with

Alice Muir: literally

Jacob: single

Alice Muir: single other product,

Jacob: not just

Alice Muir: not

Jacob: your category You're

Alice Muir: category.

Jacob: with a share of their wallet uh

Alice Muir: Mm-hmm

Jacob: thing in the world they spend
money on And so the bar is is higher

You're not competing against uh the
other AI products You're competing

Alice Muir: Against.

Jacob: their their car insurance
You're competing against their

groceries And and and like and
when you think about it in that

Alice Muir: That sense.

Jacob: this

Alice Muir: Okay.

This is

Jacob: have to educate

Alice Muir: educate them that,

Jacob: uh I I'm worthy of of their
money And and this is hard This is

this is really hard this ties well
to a kind of concept of that that

you were you were talking about I've
talked about in the past of this

margin qualified acquisition for for AI
apps where you know not not all uh uh

users are equal AI app a app flip stick
the cost equation You know traditional

apps you pay for hosting AI apps pay
for thinking So in this kind of the this

this world of of you know paying for
compute that's limited Not all users

are equal you need to attract users
that have a high willingness to pay in

that uh that willingness to pay matches
the kind of usage in test intensity And

this is um this is not a simple problem
to figure out Um it it I think that you

know some pe some teams may be trying
to solve this with you know dynamic

pricing or uplift modeling or or showing
different prices to different users or

just going here's a bunch of offers I
hope they pick one that's right for them

Alice Muir: Yeah.

Jacob: do you see this actually playing
out And like maybe maybe explain this

like margin qualified acquisition first
and then we can go into like some real

examples of of of what you've seen

Alice Muir: Yeah.

So I think what I meant by that was I
think companies need to consider that

these costs are, you know, especially
if, if we do have certain action AI

actions for free, um, then I think
you need to kind of bundle that

into your overall acquisition cost.

So, for example, if you're gonna
get somebody into a free trial.

If we stick to our music generation or
song generation app, um, example, if

you're gonna get somebody into a free
trial and you're gonna give them one

song that they can generate as part of
that free trial, then you need to know

what the, the general, what the kind of
general compute cost of that's gonna be.

And I, my thought around that is,
well, that should also be included

in your overall acquisition cost.

Basically your, your cac.

Um, because if you're allowing everyone
that you acquire to come in and have

that, you know, first song for free for
example, then it makes sense then, right?

That that's just part of your, your cost.

I think, um, when we like thinking about
how companies though are segmenting

people that are actually gonna be using.

The AI features, if that's what
I under, if, if I understood you

correctly, I had like the most, I
had the most simple example of this.

It's embarrassingly simple.

Um, but I thought, you know, one, going
back to Duolingo as an example, I, I

think one of the things they do that's
quite smart is they ask users what their

use case is for learning a language.

And if, if a user selects like the kind
of business or work, I'm not sure of

the exact wording, but if somebody, um,
essentially says that they're, they're

learning for like professional purposes,
then they have this other plan called Dual

lingo Max, um, which is an AI powered plan
where you can, you can speak to an ai sort

of, you can do like, um, like kinda coffee
shop role play almost to speak to somebody

in that language, but it's entirely ai.

Um, and I thought that was
like such a good example.

So it's like they're.

Using, you know, their onboarding
to identify what type of user this

is, um, in terms of the quality
of this user, like propensity to

actually subscribe and to what tier.

And then from there they're, they're
offering like once, once they know

that information, they're offering
these higher value features,

AI features to those users.

Um, but Jacob, you had some even
more interesting ideas around that, I

think around like LLMs you mentioned
previously when we had a discussion.

I'm, I'm, but I, yeah, my, my,
uh, way of segmenting on that is

probably embarrassingly simple.

Jacob: No no I think it's it's a um a
a good starting point to understand um

what what value a user is getting uh from
your product and and seeing if you can

align with that value or or kind of give
them a product or an offering And and

you know this is um this is part of what
we're doing at Botsy right We're we're

building you know ML models and AI models
to figure out um know how how do we show

the right offer to the right user And so
it can get um I think that you know some

sometimes we work with clients that go
Hey I I've done simple rule-based stuff

I I showed this offer and this worked
Um we we've segmented by these these

Alice Muir: Attributes

Jacob: and we've seen revenue lift but
it gets very complicated very quick

Alice Muir: Yeah.

Jacob: and there there's so much
nuance around okay well how do we

Alice Muir: Do

Jacob: localization on top

Alice Muir: on.

Jacob: with different use cases
And and then how do we handle

different willingness to pay And so

Alice Muir: So

Jacob: that once you get into this world
of of kind of you know uh monetization

personalization and dynamic offers
um you you quickly realize kind of

the value in in um uh kind of more
more AI and ML approaches But um yeah

Alice Muir: yeah.

Jacob: that the the uh teams should try
um simple segmentation and kind of and

they can probably get a little value
there Uh and then you can move into kind

of more more sophisticated approaches
At least this is this is what what we've

seen uh uh kind of kind of work Well um I

Alice Muir: Yeah.

Jacob: there I think there was um your
presentation had a few examples here

maybe Um I think there was one from this
is I think related one from like flip o

Alice Muir: Fbo.

Jacob: how you

Alice Muir: Yes, that's right.

Yeah.

Fbo.

Yeah, it was an, uh, FBO is
basically an ai, um, sort of

image and video generating app.

Um, and yeah, and what they did was,
um, they had, they actually did that

segmentation at the point of the paywall.

So basically they had a, so if you
think about the, the user of fbo, so.

Essentially they were going after somebody
that wanted to be like an AI influencer.

And what I meant by that is,
um, somebody that creates

these like viral, crazy videos.

I dunno.

Um, Jacob, if you're on
Instagram, I'm on it.

I'm on Instagram and I see sometimes
in my feeds these like crazy videos.

And it'll be like a baby's just been
born and then we'll like run down

the, they'll like run off the bed
and like down the corridor of the

hospital and then that goes viral.

And it was like, so now you can get
these influencers and that's their whole

job to create these like insane videos.

So that was the kind of person that, or
user or customer that FBO was going after.

Um, but what they did was in their
paywall, they had a basic plan, which for

was for like your kind of curious user.

Um, so maybe not somebody who was
doing that professionally, but was

trying it out and, you know, liked
video creation, this type of thing.

Then they had their pro user who
was somebody who was trying to maybe

get into that like viral influencer
space, um, but maybe not as kind of

intensively as the max user who's
somebody who's already established,

like they're making hundreds of videos
a week or hundreds of creatives a week.

Um, and they would need like as many
credits as, as they could possibly get.

Essentially.

And the reason I use this use case, so
by the way, I, I, I spoke about this at

apps in motion conference in New York
a couple of weeks ago, and the reason

why I used that example is because I
thought it was a really interesting

way of getting users to self-identify.

At the paywall.

Um, so rather than the
traditional, what are you here for?

Questionnaire, the user
gets to the paywall.

They see these different like
personas on the paywall and they're

like, yep, that one's for me.

Like, I'm going to need the
maximum amount of credits.

I just thought it was like quite
sleek and quite, and, and super smart.

Um, in FBOs case, they, uh,
what they found was, is that the

majority of users were sticking
to like the kind of medium plan.

And so eventually that, that data
that they were able to collect there,

um, eventually that made for like
a much simpler paywall where they

could like double down on who are the
users that we are acquire and okay.

Like we can actually
better serve them now.

But I still think it was worth
mentioning that, you know, I, I still

think it's a really good example
of being able to identify users.

I've actually, um, I've been working on
something similar with a fitness app that

I'm, I'm working with just now where.

Um, they've got a quarterly
plan and an annual plan.

And the way that we're framing it is,
um, for the quarterly we're saying

like, do you want, uh, an efficient
sort of 12 week program because

you're in, you know, you're, you're
ones get in shape for an event that's

coming up, or, or for summer, right?

Or do you want, are you more looking
to sort of build lasting habits

and make kind of lasting change?

Because I think you do see that difference
in the fitness space, whereas like some

people have got an event or whatever and
then they're like, I need to double down.

Weddings is such a good example of that.

Um, but then you have other people
that are like, no, I'm actually

just here to make a life change.

And so then we're like, okay,
well annual probably makes more

sense for you if you're serious.

Um, and so we're trying
that out just now as well.

And I just think this whole concept of
getting people to self-identify at the

point of the paywall is super interesting.

Jacob: And so on that paywall
you're showing both plans and

but framing each plan differently

Alice Muir: Yes.

Yeah.

Jacob: Yeah Yeah

Alice Muir: able to flip.

That's interesting.

Yeah.

Mm-hmm.

I think maybe some

Jacob: you end up

Alice Muir: end

Jacob: showing different

Alice Muir: different

Jacob: uh as as kind of the the
recommended offer because I think there's

you know there's something about choice
and and if you have too many choices

this reduces kind of uh conversion If
you don't have a if you don't have enough

choices or or and and usually it's not
enough choices Usually it's effective

price anchoring right Where where you
move the choice away like two plans is

great because it moves the choice away
from do I buy or not to which plan do

I buy Uh but if you have too many then
it gets a little um a little hairy

Alice Muir: hair.

Jacob: oh there's I I don't know what
to pick I'm just gonna leave It's kind

of you know uh uh causes indecision

Alice Muir: Decision I was actually
able to improve a paywall recently.

In fact, I was, I was, um, you,
you wanted to ask me a question

about, uh, a success that I was
kind of most happy about recently.

I was able to improve a paywall,
um, massively by about six times

by, um, just stripping out a lot of
the fluff basically, that was on it.

Um, we had, I had this for a
fitness app that I was working with.

I had this pay that had this, it
was a web to app pay, by the way.

Um, and it had like a 60% off discount
at the top, a bunch of like, or

it had like a, a countdown timer.

And then in the, in the sort of the pills
that show the, the prices that had a bunch

of like, strikethroughs and this is your
price by day and this is your price by

week and like, all this kind of stuff.

And I remember saying to the founder,
I was like, you know, I just think

there's so much friction there as a user.

I think people probably land
on this paywall and then

they're like, what the hell?

I don't actually know what I'm paying for.

And the founder was like, and I understand
why, why they took this approach, but

they were like, yeah, but you know,
every, everyone else is doing this.

'cause we had seen like Ladder
did something similar and um,

like, I think it's called Hana
and like all the, all these other

kind of fitness web to app flows.

We're doing something similar.

And I think, you know, if you have
massive scale, you can kind of get

away with some of these things, um,
because you can afford to like lose

a few people at the paywall when you
have millions of users coming in.

But for this app that we're just
kind of, that we're starting out,

I was like, man, I think we need
to strip all of this stuff out.

Show one plan.

Like let's do the, let's do the back
of the napkin math, figure out what we

actually need to hit your LTV targets.

Get a good cac, all of this kind of thing.

Um, and then let's show one
plan that goes after that.

And, um, yeah, and we were able to
actually get this funnel working by

just stripping everything out and
starting with the basics basically.

Um, and I think people
really underestimate that.

They're like, you know, we need to
have like all these plans and we

need to show like by day, by month.

Like, users just want to know
what it is that you sell and what

they're paying for, you know?

Um, yeah.

I think that's the other thing as well.

Sometimes having like multiple plans,
you end up cannibalizing one for the

other, and that gets complicated as well.

You see that a lot in fitness because you
have like the monthly, the quarterly and

the annual, which is quite popular right
now, but usually like the monthly will

then end up kind of, um, people will just,
just go for either monthly or quarterly

and then like, nobody's going for annual.

And it's, yeah, it's all
a bit of a nightmare.

So yes, simpler the simpler
the better on the paywall.

I see.

Jacob: Yeah sometimes it's about going
back to you know first principles of

Alice Muir: of

Jacob: kind of user

Alice Muir: user experience

Jacob: get stuck in this copycat
world of conversion optimization

Well everybody else is doing

Alice Muir: is

Jacob: worked for them I we need the
more win It's like well let's think

about what the the actual user's

Alice Muir: perspective

Jacob: and and and how they're kind

Alice Muir: how

kind

of what

they're seeing, understanding

Jacob: just a you know chaotic mess Yeah
I think I think I think you're right

Alice Muir: it, kinda,

Jacob: away can be

Alice Muir: it kinda,

Jacob: Yeah I

Alice Muir: yeah.

It reminds me of the the, the Blinkist
paywall story, which I'm sure you'll have

come across with your clients as well.

You know that article
that went viral from.

The person at Blink is who designed
this, um, which is a brilliant paywall.

And it's like we're, you know, you're
gonna start your trial and we'll message

you here and then two days in we're
gonna message you four, like whatever.

Um, and then every single person, in fact
all of my clients have tried that paywall.

Um, and then some of 'em get really like
frustrated 'cause they're like, I don't

understand why this isn't working for us.

And it's like, well it works for
kind of habit formation apps, you

know, like there's certain types
of apps this is gonna work for.

But if you're like a utility,
like nobody's gonna want a push

notification two days in, three days

Jacob: no

Alice Muir: in, you know,

Jacob: Yeah

Alice Muir: no one cares about that.

Yeah, yeah, yeah.

Jacob: Yep Yep E exactly It's not

Alice Muir: It's not about

Jacob: it's just like

Alice Muir: just

like, can you do what I need you to do?

Mm-hmm.

Jacob: and uh yeah it it is a good point
So um shifting gears a little bit uh

you worked on the uh uh subscription
stack framework and and I think this was

this is amazing framework at at feature

Alice Muir: you.

Jacob: you know Andy started this uh
uh Andy Carve uh uh kind of as some

other growth and mobile mobile growth
stack framework You kind of expanded on

Alice Muir: On

Jacob: this was

Alice Muir: but this was

kind of

Jacob: in a different world right
Of of you know zero marginal cost

per user This is different ai with
AI apps every user interaction

is kind of a cost event And I'm

Alice Muir: curious,
like reflecting on this

Jacob: if you rebuilt the
subscription stack uh today for

for AI native apps you know what

Alice Muir: changes.

Yeah, it's a really good question.

I think a lot of the sort of general
principles would still say stay the

same, you know, in terms of making
sure to onboards users effectively, um,

personalizing the paywall, collecting
the right information, and then feeding

that into how you activate those users.

Um, but you're right that the big question
now is okay, but now there's this big

elephant in the room around engagement.

Because as, as you know, as it's now
talked about in the industry all the

time, like some of the highest engaging
users are the least profitable now.

So I think that's, if I was to
go back to the subscription stack

and revise it, and by the way,
thanks for the idea about that.

I'd like moved on to other things and
now I'm like, I'm gonna have to call

up Andy Corbell and ask him if I can
revise, revise the subscription stack.

Um, but yeah, I think we would, I think
I would have to layer in a whole section

about how to identify as we've been
talking about how to identify, like

how value users that, you know, could
potentially be on a much like a, a really

premium subscription plan where, you know,
giving them the ability to, a, to use

ai, um, AI features makes economic sense.

Um, versus like, you know, having,
you know, serving your sort of shorter

term use case and having things
like credit packs, usage limits, and

like how to, I guess maybe there's
a whole opportunity there to really

define frameworks around that.

Um, how to think about that.

Maybe questions to ask, um,
for developers to be asking or

publishers to be asking themselves.

Um, and I think like a lot of that
work is kind of floating around,

but it would be amazing to pull
that back into the subscription

stack and formalize it a little bit.

Um, but yeah, it cer certainly like
the engagement layer of the stack needs

definitely needs a revision in 2026.

But the rest I feel, you know,
can, would mostly stay the same.

I mean, thinking about kind of
reactivation strategies, um, I think

the one big thing the subscription stack
did was, was to, you know, remind people

that it's not enough just to focus at
the start and the end of the funnel.

Um, but actually, you know, to be.

Um, engaging with people throughout,
you know, their subscription

or throughout their life cycle.

Um, and I think that, you know, is
still very much, uh, remains true.

It's just, you know, as, as we've
been saying, like, how do we get

the right users onto the right
types of plans, essentially.

Jacob: Yeah And and yeah maybe kind of
dynamic offers segmented targeted offers

Alice Muir: Yeah.

Jacob: packs upsells in-app purchases
become an integral part where it's it's a

subscription stack framework but you can't
only solely rely on on on subscriptions

Alice Muir: Yeah.

Jacob: for kind of converting So I'm
I'm this is this is you know related but

um you know I I I I've seen and heard
other apps you know you don't always

Alice Muir: Always have.

Jacob: um uh the kind of you know
latest Claude or or or you know

open AI model that you can also
use some of the kind of the cheaper

LLMs or or local LLMs to kind of

Alice Muir: Kind

Jacob: there Have you have you

Alice Muir: Have you
seen that done at all?

Jacob: of how to layer in you know

Alice Muir: Yeah,

Jacob: or or resource intensiveness
of of different models

Alice Muir: I know that, I mean, I'm, I'm
definitely not an expert there, but with

the, with the portfolio of apps that I
worked with last year, that was one of

the things they did to reduce costs was
they actually switched models a few times

on some of their products, um, to make
sure that they were reducing costs there.

Um, so I know that that's like one tactic.

Um, that, and I think going
back to our earlier conversation

around how to protect costs, like
that's another major point there.

Um, so making sure that like, you are
not reinventing the wheel with users.

If there's things like, um, frequently
asked questions, for example, or

frequent, like, as I now say, like
frequently prompted things, making

sure to have like something kind of.

Written around that so that
you're saving GPU cost.

Again, earlier we talked about, um,
the, you know, having these kinda

like pre-made, pre-made examples
of like what outputs you can get.

But then yes, absolutely.

Also reviewing like your, um, the models
that you're using and what they cost

as well and, and you know, not being
scared to kind of jump ship, if that

makes sense, I think is another big one.

Jacob: Yeah Yeah For or maybe
for easy asks or easy tasks very

simple things You don't always
have to use the most sophisticated

high powered model I think that's

Alice Muir: Yeah.

Jacob: advice as you think about
managing costs and and how to how to

make a profitable business here So

Alice Muir: So,

Jacob: one last

Alice Muir: one last question.

Jacob: uh I have uh couple

Alice Muir: Lightning questions

Jacob: but but for think that um in some

Alice Muir: sense.

Jacob: you're a AI native company you
kind of build things from the ground

up Sometimes it's easier to figure

Alice Muir: to figure out,

Jacob: in new approaches for existing
subscription apps that for a founder

that's maybe listening they want to add
some AI features uh to their existing

subscription app Um What's the what
are the things they need to get right

before they before they ship that

Alice Muir: I think really doing
the back of the napkin math.

So figuring out what is, what
is the GPU cost likely to be.

And I think, um, one of the things I
did with the portfolio I worked with

last year was to sit down and say, okay,
well what's our worst case scenario?

Like, what do we think?

Like the person who's the most engaged
ever, like looking at the data to see

how, you know, how much, how much people
retain in usage patterns and this kinda

thing, what's the worst case scenario?

And then kind of like
building around that.

So, um, and also again, I think
we've kind of touched on this,

but making sure that you're not.

Packaging everything or lumping all
of the different types of actions

into the same kind of cost center.

So, um, like with them, for example,
I was encouraging them to kind of

keep text based things and like
cheaper actions separate to like

these more expensive actions as well.

So that when you come to putting together
like your price and tiers or your

subscription tiers on your lighter tier,
you can have the cheaper actions, but then

on like your, you know, more, more premium
tiers, then you've, you know, you've got a

good idea of what these different features
cost, if that makes sense, instead of

lumping it all together and then saying,
right, we're gonna give people on the mid

tier, um, x amount of like x amount of
text based things, but then we're gonna

give them three videos and like, whatever.

And like that just gets
really, really messy.

Um, and I think my advice in
that situation is, is that.

You, you try to be generous
on the stuff that's cheap.

Whether that means, given this part that
partly as a free trial or, you know,

even on your lower tiers, like the stuff
that's cheap, you try to be kind of, you

give as much of that away so that users
can, and add, as we said, like add that

into your requisition cost if possible
so that users, you know, can see what

your app does and they're more likely to
upgrade to a higher tier at some point.

Um, but yeah.

And then, and then thinking about your
worst case scenario for the things that

are actually expensive and pricing around
that, which sounds really obvious, but

like, in my experience, I don't know.

I mean, Jacob tell me, correct me
if I'm wrong here, but like for the

apps that I've worked with, it has
taken a while to sort of get to that.

You know, sometimes people, I dunno,
we've, I've definitely had situations

like people are excited about AI features
and like what it's gonna mean for their

product and all of that kinda stuff.

And then you're like, right, well
what's the, like, let's look at the,

the different cost centuries here and.

And I, yeah, sometimes it takes
longer than you would expect

for people to actually sit
down and properly do that math.

I don't know if that's your experience.

Maybe that's just the teams
that, um, you know, the things

that I've been exposed to.

Jacob: I think it's an unknown right
You haven't done it before And so when

Alice Muir: Things unknown.

You don't understand.

Well,

Jacob: you

Alice Muir: yeah.

Jacob: on

Alice Muir: Ate on them.

Jacob: and one other thing

Alice Muir: Other thing
I wanted to add is that

Jacob: make

Alice Muir: make sure

Jacob: features are

Alice Muir: actually adding value

Jacob: like actually gonna improve
retention Because if you're just adding

AI features you That don't actually
change retention or change usage usage

rates then you're just uh in increasing
your costs for no reason And so

Alice Muir: in your margin.

Jacob: okay yeah is it actually
helping your business Well that that's

probably the first thing Don't you
know don't just do it to do it Um yeah

Alice Muir: A hundred percent.

Jacob: yeah that that's great advice
Okay So uh last uh last couple

questions in our in our our lightning
round here So uh give me a a hot

Alice Muir: A hot take or
controversial take about

Jacob: app

Alice Muir: subscription monetization?

Jacob: that maybe other
people disagree with

Alice Muir: Disagree.

Yeah, I've got a good one.

I think that consumers don't
care about AI in the way that,

or no, they care about ai.

I think that consumers don't care
that your app is AI powered as much

as publishers think that they care.

And in some cases, I actually think
it turns consumers off a little bit.

Um, for example, if you've got something
that's like, uh, like say for example

you've got a work like a fitness app and
um, you've got like the coaches are all ai

or another one I saw recently was, we'll
help you optimize your LinkedIn and your

cv, but the whole thing's done with ai.

Like my inst my sort of instant
thought there is like, all right,

but that feels kind of cheap.

I don't know if you can agree with
that, but to me it feels kind of cheap.

Which, which we know is actually
ironic 'cause it's not cheap at all.

But you know, if I'm, if I, you know,
if I've got a utility or I've got like

a job to be done and I'm using a tool,
like an app or something to help me

get that job done, I want to be working
with somebody who's done it before who

can personalize the approach to me.

You know, that feels premium and.

I think a lot of like CEOs that I work
with get super excited about being like,

yeah, we're gonna do this, like AI powered
XY Z and, and I'm always a bit like,

yeah, but I don't, like, I think that's
interesting to us, but I don't think users

care as much about that as, as they do.

So it'll be really interesting to see.

Um, and actually, I, I saw an article
not too long ago by Andrew Chen, who

was the previous, um, growth lead.

He's super famous.

He was the previous
growth lead at, um, Uber.

And then, um, you know, I think now he is
like a VC and all this kinda stuff, and he

wrote that recently as well, that he was
finding that too, that, you know, people

are like, the consumers probably don't
really care that much about AI as well.

So I thought that was interesting to see
somebody else kinda speaking about that.

'cause it's definitely, you
know, myself, I, as soon as I see

something that's like AI powered
or whatever, it really puts me off.

I wonder, I would be, I'd be really
curious to know from somebody at ing.

The engagement of the, what the engagement
rates are of the ai, um, avatar,

kind of like cafe role play feature.

That one might be a bit different because
I think the whole thing about that

language learning is the embarrassment
of slipping up and getting things wrong.

So maybe with that, that's maybe, that's
perhaps a much better use case for it.

But yeah, I, I'm, I'm curious about
some of these bigger products and where

that will go and, and if, 'cause and,
and the balance between being open and

honest about what's AI and what's not,
versus like how do we market and package

these things, if that makes sense.

Jacob: It's I I think going
back to again first principles

uh features versus benefits

Alice Muir: Benefits,

Jacob: I AI is a feature right I I
don't care how you do things What what

am I getting from it What's the benefit
Consumers as a as a person what is

the outcome What is the benefit I'm
getting How you get it To me it doesn't

Alice Muir: Doesn't really matter

Jacob: you I don't need to

Alice Muir: how

Jacob: that you use the latest you
know LLM models on the back end I I

care about getting what I want to done
and and kind of what is this job I'm

getting done and and what's the benefit
to me And and so I I think you're right

I think this is the the age of um you
know internet companies right It's well

you're an internet company today You know

Alice Muir: today you're just a company

Jacob: now we're in the

Alice Muir: now.

Jacob: AI

Alice Muir: AI company.

Jacob: more years You're
just a company Yes of

Alice Muir: Yeah,

Jacob: You're using ai of
course you're using software

in in in your company And so I

Alice Muir: yeah.

Jacob: middle ground that everyone's
bragging about ai where where

this is just on the end of the
day will be kind of a a a core

component of you know any technology

Alice Muir: product.

Jacob: uh that that will be used And and
and it's it all comes back It's like are

are you help are you helping someone get
the job done that they want to get done

Um I I don't care how you how you do that

Alice Muir: That reminds me of
what was that expression that

people used to use and it was
when they would get a consultant

to come into their business and.

Um, I keep in my head I have digital
revolution, but it's, that's not

quite, it is somebody would come in
and like, turn a traditional business

into like a digital first, like give
the, you know, make sure they had a web

offering, like all this kind of stuff.

And, and it's actually, if you hear
that now, it's almost like laughable.

'cause it's like, well,
who's not doing that?

You know

Jacob: And I think that's

Alice Muir: I think that's

Jacob: for for these

Alice Muir: transition.

Jacob: Um yeah Okay

Alice Muir: Yeah.

Okay.

So, so last question.

Jacob: maybe you

Alice Muir: Maybe you
already mentioned it,

Jacob: answer has already but

Alice Muir: but

Jacob: the

Alice Muir: what's the biggest

Jacob: or packaging win you you've
seen or or had yourself It's the

Price Power podcast We have to ask

Alice Muir: Yeah, I think so.

I think the one I'm most proud of recently
is managing to get that web funnel.

Working and working well and to
be, you know, on like, um, you

know, to be smashing the kind of
the industry benchmarks there.

I think the reason why I'm so
proud of that is I just really

enjoy working with that team.

And I think it just makes such a
difference when you, when it's a

team that you enjoy working with
and you believe in the mission and

what they're doing and, and their
approach and all of that kinda stuff.

So that was very, um,
that was very satisfying.

But yeah, that was basically
stripping out the paywall.

Jacob: That's awesome
Yeah it's always nice too

Alice Muir: Nice.

Jacob: create a

Alice Muir: can create a
better experience for the user

Jacob: improves conversion uh

Alice Muir: Yeah.

Jacob: so so so don't ever forget
about the actual people uh using

your product at the end of the day Uh

Alice Muir: Hundred percent.

Jacob: Alice I I I so much appreciate
you joining Uh sorry for taking away

taking you away from your baby rave Uh

Alice Muir: Thank you.

Jacob: hopefully you you'll forgive
me Uh but I I really appreciate

you joining Um anything else

Alice Muir: Anything

Jacob: like to

Alice Muir: you'd like?

Jacob: or or have people go check out

Alice Muir: Um, good question.

I, yeah.

As I am basically independent now, I, I've
been independent for the last year and

yeah, I'm just really enjoying speaking
to companies that I, I like, I love kind

of smaller teams and companies that are
early stage and you know, people that,

similar to the example that just gave
are maybe struggling with conversion.

They're pulling their hair
out 'cause they've tried what

competitors are doing, for example,
and things are not working and.

Um, yeah, and, and if people are
needing support with, you know, pricing

paywalls, kind of early activation,
retention work, that kind of thing,

um, yeah, it's my bread and butter.

So, yeah, always feel free to reach out
and I've just lost my headphone again.

Jacob: Go go Follow go follow Alice on
LinkedIn We'll we'll share some links to

some of her her awesome content in the
show notes so you can go check it out

And uh yeah um definitely go go reach
out to Alice for help uh on paywalls and

activation Optimization Uh uh definitely
definitely world class there So yeah

thank you again Alice and and yeah looking
forward to to kind of seeing what you do

Alice Muir: Thanks Jacob.

It was really great to be here and,
um, to chat to you about all things

pricing and retention and activation.

Jacob: Awesome All right Bye

Alice Muir: See you later.

Bye.

Speaker: Thanks for listening.

Hope you enjoyed.

Please go to price power podcast.com

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