『Business Models Explained with Fexingo: Subscription, Marketplace, SaaS, and Service Companies』のカバーアート

Business Models Explained with Fexingo: Subscription, Marketplace, SaaS, and Service Companies

Business Models Explained with Fexingo: Subscription, Marketplace, SaaS, and Service Companies

著者: Fexingo
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Subscription models, marketplaces, SaaS, and service companies each have distinct unit economics, growth levers, and competitive moats. In this show, Lucas and Luna dissect how businesses like Netflix, Uber, Salesforce, and McKinsey actually make money — comparing CAC, LTV, churn rates, and contribution margins. Lucas brings journalistic rigor, cross-referencing financial filings and case studies; Luna challenges assumptions about scalability, pricing power, and customer lock-in. Each episode centers on a single model or a head-to-head comparison, avoiding fluff for concrete numbers. This is for listeners who want to understand why some subscription businesses fail while others thrive, why marketplace liquidity matters more than user count, or how SaaS companies balance growth against profitability. No founder hype, no generic advice — just the mechanics behind real companies. How do you choose the right model for a new venture? When should a marketplace pivot to managed services? What makes a subscription truly sticky? #SubscriptionModel #MarketplaceBusiness #SaaS #ServiceCompany #UnitEconomics #CAC #LTV #ChurnRate #ContributionMargin #Netflix #Uber #Salesforce #McKinsey #BusinessModel #BusinessPodcast #FexingoBusiness #Entrepreneurship #Strategy Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Spotify Built a Two-Sided Marketplace
    2026/06/07
    Episode 37 of Business Models Explained with Fexingo digs into Spotify's evolution from a simple music streaming service to a two-sided marketplace connecting artists and listeners. Lucas and Luna break down how Spotify shifted its business model by introducing direct artist tools like Marquee and Discovery Mode, turning the platform into an auction house for listeners' ears. They explore the tension between user experience and monetization, how the model mirrors Amazon's marketplace playbook, and what it means for the future of streaming. Specific examples include Spotify's 2024 test of Discovery Mode and its impact on artist payouts. A must-listen for anyone curious about platform economics and the hidden mechanics behind your playlists. #Spotify #TwoSidedMarketplace #BusinessModel #StreamingEconomics #MusicIndustry #ArtistTools #DiscoveryMode #Marquee #PlatformEconomics #DanielEk #SubscriptionBusiness #AdvertisingRevenue #MusicStreaming #Business #FexingoBusiness #BusinessPodcast #Economics #Technology Keep every episode free: buymeacoffee.com/fexingo
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    13 分
  • How Palantir Built a Government Software Business Model
    2026/06/07
    Palantir is one of the most controversial and profitable software companies in the world, but its business model is widely misunderstood. In this episode, Lucas breaks down how Palantir sells its data integration platform, Foundry, through a government contracting model that combines upfront service fees, recurring software licenses, and equity stakes in startups. Luna pushes back on whether this is truly a SaaS business or something closer to a consulting firm with software attached. Lucas explains the unit economics behind a typical U.S. Army contract, the 'land and expand' strategy within government agencies, and how Palantir's AIP platform is changing the revenue mix. They also discuss the risk of customer concentration and what happens when your biggest client is the Department of Defense. A rare look inside the business model of a company that operates in the shadows of public procurement. #Palantir #SoftwareBusinessModel #GovernmentContracting #DataIntegration #Foundry #AIP #RevenueModel #SaaS #DefenseTech #BusinessModel #Business #Podcast #FexingoBusiness #BusinessPodcast #UnitEconomics #LandAndExpand #GovernmentSaaS #CustomerConcentration Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Costco Makes Money on the Membership Fee
    2026/06/06
    In this episode, Lucas and Luna break down Costco's counterintuitive business model: the company deliberately limits its merchandise markup to 14 percent on most items, relying on membership fees for the bulk of its profit. They walk through the economics of a $60 Executive Membership, explain how Costco's inventory turns 12 times a year versus the retail average of 4, and compare the model to Amazon Prime. The conversation also touches on why Costco's treasure-hunt shopping experience defies traditional retail wisdom and how the model creates a moat that competitors struggle to replicate. #Costco #BusinessModel #MembershipEconomy #Subscription #Retail #ProfitMargin #InventoryTurn #AmazonPrime #TreasureHunt #KirklandSignature #BusinessStrategy #PricingPower #CustomerLoyalty #Moat #Business #FexingoBusiness #BusinessPodcast #ModelsExplained Keep every episode free: buymeacoffee.com/fexingo
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    9 分
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