SiriusXM

Subscription podcasting will explode once big personalities catch on

Wilkinson predicts personality-driven podcasters (Howard Stern, Rogan, Maron) will leave platforms like Sirius to run their own subscription feeds charging ~$10/month, with insane margins. His company Supercast builds private premium feeds, and he says creators are building SaaS-like businesses with no employees.

“And I started going like, well, what would stop Howard Stern from leaving Sirius and just starting his own subscription podcast and charging $10 a month? And you start thinking about the scale of something like that where you get Marc Maron or Terry Gross or, you know, Howard Stern or Rogan or whoever. And you just start doing that where they do one extra episode a month or they cut their podcast off after 30 minutes, or whatever it is. I think the numbers are insane on that, and I think that's where it's gonna go once a few people catch on.”

The Jimmy Buffett flywheel: own every dollar a fan spends all day

Lance Armstrong breaks down how Jimmy Buffett monetizes a Parrot Head's entire day—SiriusXM station, Landshark beer, the ticket, swag, margarita blenders—as a model for owning the full value chain around a fan base.

“from the minute they wake up, he's owning them, right? They're listening to SiriusXM, they're listening to his station, right? Probably at some point pregame, they're drinking his beer, the Landshark beer. Then they, then he, they buy the ticket, which is again his. They get to the show, they're buying his swag, they go back, or they pregame, they, they like pregame or tailgate out there. They're using his margarita blender. He's got everything.”

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