Shishir Mehrotra – The Art and Science of the Bundle - [Invest Like the Best, EP.175]

In this episode of Invest Like the Best, Patrick O'Shaughnessy interviews Shishir Mehrotra about the concept of bundling and unbundling products and services. Mehrotra shares his experiences and insights, particularly around four myths of bundling, using examples from his time at YouTube, his involvement with Spotify, and his current company, Coda. The conversation explores the nuances of super fans, casual fans, and non-fans, and how businesses can leverage bundling to create value for both consumers and providers. They discuss revenue allocation, pricing strategies, and the strategic implications of bundling for businesses, including the importance of minimizing superfan overlap and maximizing casual fan overlap. Mehrotra also touches on the future of bundling and the emergence of a third business model for the internet, along with a discussion of Eigen questions as a problem-solving technique.