$SKLZ Getting queries as to why I said Skillz is the best business model I have seen in recent times. Show me a business operating at 95% GM, 4 month CAC Payback, 3+ years of LTV with levers to further reduce CAC & increase LTV, & Strong Network Effects by user cross pollination https://twitter.com/Soumyazen/status/1341822506273947649
Not to mention that they are yet to monetize 90% of their users using Ads and just getting started on international expansion ( 90% of current revenues are from US)
For comparison, $ZM has one of the lowest CAC payback period we have seen in recent times. Zoom's LTM CAC payback is 6 months and 50% higher than $SKLZ
You can follow @Soumyazen.
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