Dan Kacher

Tech and startup enthusiast. Former Head of Data Science for a TMT-focused hedge fund.

[Dan Kacher @dkacher]

Daydream (https://t.co/iMdcTWLkQP) sounds like an AI-driven Stitch Fix without the cost of stylists and inventory. Pretty interesting. But, wow, a $50M seed round. Must be a killer demo.

[Dan Kacher @dkacher]

@MKBHD Storage looks impressive. But wouldn’t you like to see what RJ and Rivian could do with a minivan? That would be amazing. Makes me wish Tesla and Elon would make an earnest go at building an unapologetic minivan, as well. Could be the greatest family car ever built.

[Dan Kacher @dkacher]

4/ Some apps I’d love to see included in an education bundle by Apple are:

@ABCmouse (~$45 or more per year)
@ABCyaGames (~$79 per year)
@babbel (~$107.99 per year for all languages)
Budgeworld (~$47.99 per year) from @budgestudios
@codesparkapp (~$99.99 per year)
Crayola Create and Play (~$39.99 per year) from @Crayola
@duolingo: Super Duolingo (~$83.99 per year)
Epic! Unlimited Books (~$95.88 per year) by @epic4kids
@getkiddopia (~$79.99 per year)
@kodable (~$99.99 per year)
MathTango (~$99.99 per year for Piknik Unlimited) by @SpinMaster
@mindpalapp (~$39.99 per year)
Simply Piano (~$119.99 per year) by @hellosimply
@SplashLearn English and Math (~$89.99 per year)

It would be amazing to get access to 5 of these at once for $99.99 or all of them for $139.99 or even $199.99 a year.

[Dan Kacher @dkacher]

3/ Imagine two Apple Education packages providing access for all family members and centralized user management:

Basic - $99.99 a year for concurrent access to 5 Apple Education apps

Plus - $139.99 a year for unlimited access to all the highest quality education apps on iOS.

Honestly, I’d probably be willing to pay $199.99 per year for unlimited access. I bet a lot of other parents would be too.

[Dan Kacher @dkacher]

2/ There are many great education apps on iOS – for kids and adults. But they’re pricey, ranging from $35 to $100+ a year. And each app requires new profiles for each family member – a real pain with multiple kids. Plus, there’s no guarantee of quality before you get sucked in to the free-trial / I-forgot-to-cancel trap.

An Apple Education subscription could address these pain points through one annual fee, one place to manage family member profiles, and selective app curation by Apple.

[Dan Kacher @dkacher]

1/ Apple Arcade? What about an Apple Education subscription? What’s more valuable: buying your kids unlimited games for killing time or buying them unlimited education and enrichment? An Apple Education subscription would also seem to be a solid addition to Apple’s Services revenue.

@gruber, @jsnell, and @benthompson, is this something Apple wouldn’t do for some reason?

[Dan Kacher @dkacher]

Seriously, how is it that Jeff Bezos doesn’t have Amazon Pay links on every article from the WaPo?

[Dan Kacher @dkacher]

With all the micropayment options available, it is literally insane to me that readers can’t drop $0.99 to $4.99 to read individual paywalled articles – essentially everywhere. I’m likely never going to pay $149 to $299 a year for https://t.co/EcprpNOs0U, but I wouldn’t blink twice at paying $10 to $15 bucks per month for the Bloomberg articles I want to read.

[Dan Kacher @dkacher]

It’s ridiculous that Apple News doesn’t have a la carte article purchasing. This is what Apple News should be – not a mediocre reader app that continuously tries to bait you into a subscription with the same stale articles over and over. I’d easily spend more than $12.99 a month on Apple News if there were a la carte article purchasing from premium publications. All it would take would be one major publisher to get the dominos falling, Apple.

[Dan Kacher @dkacher]

A la carte payments for reading articles is literally a math problem. I can’t believe there aren’t people at Bloomberg, WaPo, etc. that can figure this out. If they fear cannibalization of their core subscribers, they can just have article limits that are less than what the lower quartile subscribers read in a month. This is found money. A no-brainer.

[Dan Kacher @dkacher]

@linakhanFTC @salesforce @Benioff @sequoia @Day_ai_app @ycombinator @octolane Could we see @Day_ai_app or @octolane become legitimate threats to Salesforce's core business? I personally support a more free M&A environment, but this could get interesting...

[Dan Kacher @dkacher]

Change may be coming, but under @linakhanFTC’s FTC, @salesforce and @Benioff can’t acquire innovative, emerging CRM players the way they once bought RelateIQ. What will this mean for AI-native CRM startups like @sequoia-backed @Day_ai_app and @ycombinator-backed @octolane?

[Dan Kacher @dkacher]

Stats I found interesting regarding Q2 2024 US EV sales: Tesla sold 7x more units than Ford, its next closest competitor from a units standpoint. It also sold 12x more units than Rivian and over 88x more units than Lucid.

As far as vehicle models, 8x more Model Ys (101.3k) were sold than Ford Mustang Mach-Es (12.6k), the next most popular EV. Cybertruck sold more units (8,755) than the Ford F-150 Lightning (7,902) and the Rivian R1T (3,309). In fact, it even sold more units than Rivian’s R1S SUV (8,137).

[Dan Kacher @dkacher]

I always find these quarterly numbers and Tesla’s dominance fascinating. While Tesla’s market share has dropped from 59% in Q2 2023 and 52% in Q1 2024, the company still accounted for ~50% of the EVs sold in the US in Q2 according to this data. Pretty astounding even if Tesla’s unit sales were down 6.3% YoY.

Original source data here: https://t.co/8THTGnJnxi

[Dan Kacher @dkacher]

Could one of these SaaS providers for salons and spas be the next @ToastTab?
@Vagaro (https://t.co/OkE31goBV9)
@glossgenius (https://t.co/dR2XHwpkNu)
@BooksyApp (https://t.co/3hpsMUoVXV)
@heyfresha (https://t.co/5wTGDjPu8L)
#VerticalSaaS #NextToast #ToastofX

[Dan Kacher @dkacher]

@markgurman Holy smokes, @onepeloton and @cbruzzo should try to hire @mattfischer415 immediately. Peloton should be a platform that allows 3rd party apps and takes a 15 to 30% cut of their revenues. Even if that app is @soulcycle or @Hydrow_by_CREW. No brainer.

[Dan Kacher @dkacher]

Peloton’s Entertainment section is an awesome addition to the service, but no YouTube? That's a huge miss. Aside from classes, the #1 thing I want to watch on my Peloton is the video versions of my favorite podcasts from YouTube. I bet I'm not alone. Any plans for that, @cbruzzo?

[Dan Kacher @dkacher]

@3wineguys When can we expect some new podcasts? You guys are awesome. My commute sucks without Terry, Stevo, & Scott.

[Dan Kacher @dkacher]

Share local business recommendations with your friends on Vital Peeps, my startup's FB application: http://apps.facebook.com/vitalpeeps/

[Dan Kacher @dkacher]

I am shocked at my number of followers. What are you guys writing about?