Founder Playbook
Product
“the ability to do product testing message testing right content creation is just off the charts faster than it was two years ago right and best of breed businesses are quickly finding like they don't have to hire 20 marketers to go out and create content they can basically spin up a 100 different versions test it really quickly.”
AI tailwinds: faster creative testing, feature velocity, and hardware-anchored moats
Crowley lists three AI tailwinds compounding for consumer subscription founders: faster creative and message testing without large marketing teams; AI-assisted feature development letting smaller teams ship more; and hardware-anchored moats (Aura, Whoop) where proprietary sensor data creates defensibility ChatGPT cannot replicate. The common thread is that AI helps build better products faster while also helping discover and defend distribution.
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Eric Crowley
GP BullhoundTech investment banker at GP Bullhound specializing in consumer subscription M&A — authored annual CSS report since 2019; advised Runna/Strava, Flo, and many top subscription exits.
Sub Club by RevenueCat
Why AI Probably Won't Kill Your App (But Ignoring It Will)· 115:30