Today's victim is PollyReach. You tell your AI "book me a table for 7pm" — and it calls the restaurant for you. Congratulations, you have automated the one phone task that already had OpenTable, Resy, and a free app called "your own fingers." | Consumer subscription apps have lower ARPU than B2B SaaS, they have a harder time expanding ARPU than almost any other model, and out of every consumer subscription app ever built, fewer than 50 have reached a billion-dollar valuation. Fewer. Than. Fifty. | You've cut your addressable market in half before you've sent a single invoice.

Sources from Lenny's Newsletter and Podcast: The Subscription Value Loop: A framework for growing consumer subscription businesses (Newsletter), Ecosystem is the next big growth channel (Newsletter), How to win in consumer subscription (Newsletter), Counterintuitive advice for building AI products (Newsletter)