Subscription models, marketplaces, SaaS, and service companies each have distinct unit economics, growth levers, and competitive moats. In this show, Lucas and Luna dissect how businesses like Netflix, Uber, Salesforce, and McKinsey actually make money — comparing CAC, LTV, churn rates, and contribution margins. Lucas brings journalistic rigor, cross-referencing financial filings and case studies; Luna challenges assumptions about scalability, pricing power, and customer lock-in. Each episode centers on a single model or a head-to-head comparison, avoiding fluff for concrete numbers. This is for listeners who want to understand why some subscription businesses fail while others thrive, why marketplace liquidity matters more than user count, or how SaaS companies balance growth against profitability. No founder hype, no generic advice — just the mechanics behind real companies. How do you choose the right model for a new venture? When should a marketplace pivot to managed services? What makes a subscription truly sticky?

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