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Comment by mgraczyk

5 hours ago

The ARPU will likely remain low enough that it's not worth potential churn to competitors

That's fine until all their competitors are doing it as well

  • Seems very unlikely considering the current equilibrium is for many services to offer ad-free premium versions, even recently creating these tiers. If anything the trend is moving in the other direction, more services offer paid ad free tiers.

    Youtube, Spotify, Amazon Prime video, etc