Tren Griffin @trengriffin I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta. Jan. 11, 2020 1 min read

1/ Quibi projected it will burn ~ $1.5B on both content and marketing in the first year... about two-thirds was on programming."  https://www.theinformation.com/articles/quibis-numbers-show-high-wire-act  How many Quibi customers can be acquired for <$500M in sales and marketing spending based on CAC for comparable services?

2/ Given necessary spending on G&A and R&D, roughly how much less than $500 million will the Quibi sales and marketing budget be?

What factors might cause customer acquisition cost for Quibi to rise or fall? Annual contract required? Product/Market fit? Sales channel choices?

3/ 25iQuiz: If Quibi has 7.5M subscribers in the US one year after launch and spends $300M to do that,  https://www.inputmag.com/tech/quibi-is-projected-to-burn-its-whole-15-billion-war-chest-this-year  will it have acquired subscribers at $40 each? Or must CAC have been lower due to churn during year one?


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