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Price Power

Price Power

Di: Jacob Rushfinn
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The Price Power Podcast is for all things growth, retention, and monetization for subscription mobile apps. We talk with amazing leaders in the industry to help share their knowledge with you. Hosted by Jacob Rushfinn, CEO of Botsi.© 2025 Botsi Inc. Economia Marketing Marketing e vendite
  • 8: Shamanth Rao on Subscription Economics, Pricing, and Creative Strategy
    Jan 13 2026
    Shamanth Rao, founder of Rocketship HQ, explains why subscription economics fundamentally differ from free-to-play, why early ROAS signals are structurally misleading, and why LTV without context means nothing.Drawing from a decade of hands-on experience across gaming and subscription businesses, Shamanth walks through how cash flow determines viable payback periods, why annual plans are the single most powerful lever in subscription growth, and how pricing strategy reshapes your entire acquisition model. He also dives deep into creative strategy: why ads should sell immediate value, not long-term habits; why relevance matters less than attention; and how winning ad narratives should actively inform your product and onboarding.What you’ll learn:• Why subscription apps don’t produce meaningful early monetization signals• Why there is no “correct” payback period• Why LTV without time, channel, platform, and geo context is misleading at best• Why annual plans dramatically reduce uncertainty and unlock scalable acquisition• Why most teams underprice annual plans• How trial length should vary by product type, not defaults• Why ads should sell speed-to-value, not habit formation• How “unrelated” or emotional ads outperform literal product messaging• How high-performing ads should influence product pages, onboarding, and roadmap decisions• Why quizzes and surveys work as both acquisition hooks and monetization levers• Where pay-as-you-go and credit-based pricing models fit — especially for AI apps• Why creative fatigue is a risk management problem, not just a volume problem • How micro-segmentation should directly shape creative production • Why AI-generated ads fail without strong human iteration and judgmentKey Takeaways:• Subscription ≠ gaming economics. Games have uncapped monetization and instant signals; subscriptions have pricing ceilings and delayed feedback. Applying game-style ROAS logic to subscriptions leads to bad decisions.• Payback is a cash-flow constraint, not a best practice. The “right” payback window depends on how long your business can afford to wait to get paid back — not what investors or blogs suggest.• LTV is not a single number. Without time bounds and context (platform, channel, geo), LTV becomes theoretical and misleading. Payback periods make LTV actionable.• Annual plans change everything. They collapse uncertainty, improve cash flow, and simplify acquisition optimization. For most apps, increasing annual plan adoption and pricing has a bigger impact than almost any other lever.• Ads are not onboarding. The job of advertising is to interrupt the scroll and sell immediate value, not explain habit formation or long-term effort. That work belongs post-click.• Attention beats relevance. Ads don’t need to perfectly reflect the product to work; they need to stop the scroll. Winning narratives should then be reflected in onboarding and product experience.• Creative fatigue is a scaling risk. Over-reliance on a single winning creative can crash performance overnight. Diversification across formats, narratives, and micro-segments is essential.• AI doesn’t replace taste. It’s easier than ever to generate bad ads at scale. The advantage comes from human judgment, emotional specificity, and iterative refinement — not raw volume.Links & Resources• Rocketship HQ: https://www.rocketshiphq.com/ • Shamanth Rao LinkedIn: https://www.linkedin.com/in/shamanthrao/ • Intelligent Artifice Newsletter: https://intelligentartifice.kit.com/00:00 – Cold open: Why subscription economics break common growth advice 01:06 – Games vs subscriptions: monetization ceilings and delayed signals 05:12 – Payback periods are cash-flow decisions, not benchmarks 09:26 – Why LTV without context is misleading 12:41 – Pricing as the most powerful lever in subscription growth 15:00 – Why annual plans fundamentally change unit economics 18:13 – Trial length strategy: short vs long trials 19:30 – Why ads should sell immediate value, not habits 25:30 – Why Duolingo is the exception to habit-based advertising 30:30 – When ads should influence product and onboarding decisions 37:41 – One-off purchases, pay-as-you-go, and AI monetization models 40:30 – Creative fatigue and the danger of over-scaling winners 46:00 – Micro-segmentation, AI ads, and human judgment 54:20 – Closing thoughts
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    55 min
  • 7: Ekaterina Gamsriegler: How to engineer growth. Again and again.
    Dec 17 2025

    - PricePowerPodcast.com
    - AI Pricing for your app: Botsi.com

    Ekaterina Gamsriegler (ex-Mimo, Amplitude Product50’s Top Growth Product Leader) breaks down why most growth teams struggle not because of a lack of ideas — but because they optimize the wrong things, in the wrong order.

    Ekaterina walks through real-world examples across onboarding, paywalls, trials, activation, and pricing — showing how user psychology, perceived value, and expectation-setting matter more than dashboards alone.

    📖 Episode Chapters:

    00:00 Growth Does Not Start with an MMP
    01:40 Breaking KPIs into Controllable Inputs
    03:56 Why “Breaking Things Down” Gets You 80% There
    06:30 Product Analytics vs Attribution
    12:00 Onboarding Length vs Paywall Exposure
    16:00 Why Averages Are Always Wrong
    18:10 The Truth About Personalization
    23:30 Why Users Don’t Start Trials
    28:30 Understanding Early Trial Cancellations
    34:45 Why Longer Sessions Can Be a Bad Sign
    38:00 Pricing as a Growth Lever
    42:00 Fix the Story Before the Price
    44:00 Closing Thoughts

    💡 Key Takeaways:

    • Growth is a sequencing problem. Teams fail when they jump straight to solutions instead of first building a usable map of user behavior and breaking metrics into their underlying drivers.

    • Product analytics beats attribution early. You don’t need a perfect funnel — you need a reliable picture of what users actually do after install. MMPs come later.

    • Averages hide the truth. Looking at overall conversion rates masks real issues that only appear when you segment by device, channel, geo, or user intent.

    • More exposure ≠ more revenue. Increasing paywall impressions by removing onboarding screens often lowers trial conversion if user intent isn’t built first.

    • Personalization rarely delivers big wins. Most onboarding and paywall personalization produces single-digit uplifts while adding major complexity and risk.

    • Most early churn is voluntary. Users cancel trials early because they want control, not because they hate the product.

    • Time-to-value matters more than time-in-app. Longer sessions often mean confusion, not engagement.

    • Lowering prices can work — in specific cases. Misaligned mental price categories, lack of localization, missing feature parity, or mission-driven goals can justify it.

    • Pricing issues are often narrative issues. Before changing the price, fix how value is communicated and perceived.

    • Sustainable growth comes from focus. The best teams work on 2–3 high-confidence problems at a time — and say no to everything else.

    Links & Resources Mentioned:

    • Ekaterina on LinkedIn: https://www.linkedin.com/in/ekaterina-shpadareva-gamsriegler/
    • Maven course: https://maven.com/mathemarketing/growing-mobile-subscription-apps
    • Full presentation from Growth Phestival Conference: https://www.canva.com/design/DAGw09v8yIo/lfVoi-Xf4QRm6-ddmtro1A/view
    • Jacob's Retention.Blog

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    47 min
  • 6: Lucas Moscon: Conversion Values, SKAN, Fingerprinting, MMPs, and Mobile Attribution
    Dec 4 2025

    Lucas Moscon, one of the most technically knowledgeable people in mobile attribution, breaks down how post-ATT measurement really works, why most marketers are using outdated mental models, and how to build a modern, resilient measurement stack. Lucas clarifies what’s deterministic vs probabilistic today, exposes where MMPs still add value (and where they absolutely don’t), and explains why IP-based fingerprinting quietly powers 90%+ of attribution today. He also walks through SKAN in plain English, conversion-value strategy, web-to-app pipelines, and why looking at blended ROI beats chasing ROAS illusions on iOS.

    If you want to understand the actual mechanics behind click → install → revenue pipelines — and why Apple’s privacy tech is failing in practice — this episode is for you.

    What you’ll learn:

    • Why ATT didn’t “kill” attribution — it forced marketers to juggle deterministic, probabilistic, and blended layers
    • How Meta/Google matching actually works (spoiler: 90%+ relies on IP, not magic AI)
    • Why SKAN isn’t enough — and why relying on ROAS on iOS is the least trustworthy metric
    • How to measure effectively without over-reacting to noisy campaign-level data
    • When you truly need an MMP today — and why most apps don’t
    • How to correctly design conversion values for SKAN without over-engineering
    • Why retention determines how many conversion values you even receive
    • How to triangulate data across store consoles, subscription platforms, MMPs, and ad networks
    • Why focusing on payback windows (D60–D180) outperforms optimizing for short-term ROAS
    • Why probabilistic fingerprinting is still powering the ad ecosystem — and why Apple hasn’t stopped it

    Key Takeaways:

    • iOS ROAS is the noisiest metric you can use. Without IDFA, everything is extrapolated. High-confidence decision-making must use blended revenue and cohort ROI, not ad-platform ROAS.

    • Modern attribution = multiple layers. Post-ATT, performance requires triangulating data from SKAN, ad networks, subscription platforms, and product analytics — not trusting a single source of truth.

    • Fingerprinting ≠ complex algorithms — it’s mostly IP. Internal tests showed that greater than 90% of probabilistic matches come from IP alone. All the “advanced modeling” narratives are overstated.

    • Most apps don’t need an MMP anymore. Exceptions: running AppLovin/Unity DSPs, React Native/Flutter SDK support gaps, or complex Web-to-App setups where Google requires certified links. Otherwise, MMPs mostly add cost, not clarity.

    • Retention determines SKAN visibility. If users don’t reopen the app, conversion values won’t update — meaning SKAN under-reports trials/purchases unless retention is strong.

    • Blend deterministic + probabilistic + aggregated signals. The goal isn’t precision — it’s directionally confident decisions across imperfect data. Marketers should work in ranges, not absolutes.

    • Longer payback windows unlock scale. Teams willing to accept D60–D180 payback dramatically out-spend competitors optimizing for D7 ROAS — assuming they have strong early-day proxies to detect failing cohorts.

    • MMPs don’t magically fix discrepancies. Even with one SDK, marketers still see mismatches across networks, stores, and internal analytics. The “one SDK solves it” narrative is outdated.

    Links & Resources

    • Appstack: https://www.appstack.tech/
    • Appstack library of resources: https://appstack-library.notion.site/
    • Lucas Moscon LinkedIn: https://www.linkedin.com/in/lucas-moscon/

    00:00 Opening Hot Take: “Are You Really Saturating Meta?”
    05:00 Early Indicators & Proxy Metrics (D3–D10)
    09:00 Predicting Cohort Success from Day 3–10
    11:00 How Click → Install Attribution Actually Works
    14:00 Web-to-App Infrastructure (Fingerprinting + SDK Flow)
    18:00 Meta/Google Matching: IDFA, AEM, SKAN
    24:30 Fingerprinting Reality: Why IP = 90% of Matches
    27:00 Apple’s Privacy Messaging vs Actual Enforcement
    30:30 How Apple Ads Uses (or Ignores) SKAN
    35:00 Should You Use an MMP in 2025?
    46:00 SKAN Conversion Value Mapping: The 63/62 Strategy
    49:00 Why Retention Determines SKAN Postbacks
    54:00 App Stack Overview + Closing Thoughts

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    56 min
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