“If you create really high quality content that's SEO searchable or eventually will be AI searchable the consumer will find you... then you have to convince them to do a purchase... the most passionate ones will want something more with you... that's the community and what we've seen is people that monetize those communities with subscriptions.”

The 3 Cs: content, commerce, community map directly to AARRR

Crowley's investment thesis maps cleanly to acquisition, conversion, retention. Content pulls users in via SEO and AI-search; commerce converts them with subscriptions or trials; community keeps the most passionate ones generating UGC that refills the top of the funnel. Missing any leg is a buy signal — acquire it rather than build it.