Subversive

Phil Carter

Subversive is a podcast dedicated to sharing stories from the best consumer subscription apps in the world. We'll bring you lessons for how to grow your consumer subscription business, including insights and inflection points that led to exponential growth from leaders at category-defining companies and innovative startups.

  1. Oct 1

    DoorDash's Playbook for Scaling DashPass to 35M+ Members

    DashPass has stayed at $9.99/month since its launch back in 2018, a choice the person who built it believes is exactly right: Jimmy Liu, the original creator of DashPass. He joined DoorDash in 2016 to run the San Francisco market, back when the company was losing $12 per delivery there, and spent his early months personally emailing every first-time customer to understand what wasn't working. Those conversations became the foundation for DashPass, and Jimmy used them to convince a skeptical leadership team to bet on subscriptions for food delivery years before it became an industry norm. He eventually became DoorDash's Head of Product for New Verticals, and DashPass members now place about 75% of DoorDash's US grocery and retail orders. Before DoorDash, Jimmy founded his own startup called GymFlow, an experience that instilled him with the ownership mentality and hustle that shaped his work at DoorDash from day one. In this episode, Jimmy breaks down: Why DashPass's first version was unprofitable and the three levers that fixed itHow an A/B test that kept compounding proved DashPass was workingHow DashPass helped DoorDash expand into grocery, retail, and other verticalsWhy Jimmy believes keeping DashPass at $9.99/month can maximize long-term growthWhy DoorDash could become a personal assistant for the physical worldHow DoorDash out-executed a better-funded Uber and an earlier-to-market GrubhubJimmy Liu: Website: https://www.doordash.com/LinkedIn: https://www.linkedin.com/in/jimmyliu2/X: https://x.com/jimmayPhil Carter: Website: https://www.philgcarter.com/Substack: https://philgcarter.substack.comLinkedIn: https://linkedin.com/in/philgcarterX: https://x.com/philgcarter

    DoorDash's Playbook for Scaling DashPass to 35M+ Members
  2. Sep 17

    Edward Tian on Building GPTZero, Scaling to $30M+ ARR, and the Superhuman Acquisition

    As AI-generated content floods the internet, how do you know what's still human? Weeks after ChatGPT's release, Edward Tian built the first version of GPTZero from a cafe in Toronto over New Year's, tweeted it out, and watched it go viral overnight.  What started as his senior thesis project at Princeton became the first commercial AI detector, and three years later has grown into a full authenticity suite, covering AI detection, hallucination detection, and education tools used by millions of students and teachers. Before GPTZero, Edward took a gap year from Princeton to be an investigative journalist who tracked AI-generated disinformation for the BBC. That experience shaped his mission to "preserve what's human on the internet," ultimately inspiring him to start GPTZero. Under his leadership, GPTZero grew profitably from $9M to $30M+ ARR in just 18 months without ever turning off its free tier. The company was recently acquired by Superhuman. On this episode, Edward shares: Why teachers drove GPTZero's early growthThe free "scan box" on GPTZero's homepage and how it drove SEO and GEO trafficHow the company turned viral media moments into a repeatable growth engineHow listicle content helped make GPTZero the top AI detector inside ChatGPT Why he believes editing, not the first draft, is where real critical thinking happens How Superhuman's 40M+ user Chrome extension is expanding GPTZero’s reachThe one thing Edward wishes he had done differently - bought the .com domain earlyEdward’s Links: Website: https://gptzero.me/ LinkedIn: https://www.linkedin.com/in/ed-tian/ X: https://x.com/edward_the6 Phil's Links: Website: https://www.philgcarter.com/Substack: https://philgcarter.substack.comLinkedIn: https://linkedin.com/in/philgcarterX: https://x.com/philgcarter

    Edward Tian on Building GPTZero, Scaling to $30M+ ARR, and the Superhuman Acquisition
  3. Sep 3

    How Zero Built the World's #1 Fasting App and Hit $5M ARR in 6 Months

    In the crowded subscription app economy, building a great product is no longer enough. As AI has made software significantly faster, easier, and cheaper to build, the primary bottleneck has shifted from product development to distribution. As the serial entrepreneur behind multiple breakout Health & Fitness apps like Fitstar and Zero, Mike Maser has experienced this challenge firsthand. Over the last 15 years, Mike sold his first startup called FitStar to Fitbit, was diagnosed with stage four cancer, made an incredible recovery that he attributes in part to intermittent fasting, and then teamed up with Kevin Rose to build Zero, the world’s #1 fasting app that he has since scaled to $5M+ in ARR and over 10 million registered users.  Now, he's navigating Zero through its biggest disruption yet - the rise of GLP-1 medications like Ozempic and Wegovy and the ripple effects they are having on the entire fasting category. Mike breaks down: Why Zero’s simple one-screen MVP was critical for generating early momentumHow a single tweet from Elon Musk drove $1M in revenue for Zero in 24 hoursShifting from organic virality to building a sophisticated growth and monetization engineHow Zero adapted its strategy to the GLP-1 era by helping GLP-1 patients track their hydration and manage their protein intake to maintain muscle massZero’s ongoing strategies to reduce subscriber churn and build lifetime subscriber value Mike Maser: Website: https://zerolongevity.com/LinkedIn: https://www.linkedin.com/in/mikemaser/X: https://x.com/mmaser Phil Carter: Website: https://www.philgcarter.com/Substack: https://philgcarter.substack.comLinkedIn: https://linkedin.com/in/philgcarterX: https://x.com/philgcarter

    How Zero Built the World's #1 Fasting App and Hit $5M ARR in 6 Months
  4. Jul 23

    How beehiiv’s Referral-Powered Growth Engine Propelled It to $30M+ ARR

    "If you wait until it's perfect, you're too late." This was Tyler Denk’s attitude when he took the growth engine he had built as employee #2 at Morning Brew - the newsletter he helped scale to >3M subscribers and a $75M acquisition - and productized it into a new startup called beehiiv. He launched with a fraction of the features his competitors had, but built an entire process around seeking out criticism, using it to inform the company’s product roadmap, and then executing relentlessly to delight beehiiv’s customers. This ethos, paired with a 0% take rate model that counterpositions beehiiv vs. Substack, has propelled the company to $30M+ in ARR in just a few years, and it's not stopping there. beehiiv’s recent product launches have taken it beyond newsletters to websites, podcasts, and online communities, positioning it to be the operating system for the entire content economy. In this episode Why Tyler built beehiiv on a 0% take rate and calls Substack's model "predatory"How building in public has become a secret weapon that propels beehiiv’s growthFeatures in beehiiv’s recent launch, including Community, Copilot, and a new visual editorWhy Tyler believes AI will ultimately make human-created content more valuableTyler Denk Website: https://www.beehiiv.com/ LinkedIn: https://www.linkedin.com/in/tyler-denk/ X: https://x.com/denk_tweetsPhil Carter Website: https://www.philgcarter.com/Substack: https://philgcarter.substack.comLinkedIn: https://linkedin.com/in/philgcarterX: https://x.com/philgcarter

    How beehiiv’s Referral-Powered Growth Engine Propelled It to $30M+ ARR
  5. Jun 25

    How ClassDojo Built Network Effects to Reach 95% of US K-8 Schools

    Sam Chaudhary is the cofounder and CEO of ClassDojo, an education platform used in roughly 95% of US K-8 schools and by tens of millions of children across 180 countries around the world. Born in the UK and raised in Wales and Abu Dhabi, he studied economics at the University of Cambridge, taught at Charterhouse, and advised governments on education reform at McKinsey before leaving to build something himself. In 2011, he cofounded ClassDojo with Liam Don after the two met at a Startup Weekend and went through the Imagine K12 accelerator together. Under Sam's leadership, ClassDojo grew bottoms-up, teacher by teacher, into one of the most widely used education products in the world, reached profitability, and is now expanding into kids’ gaming and AI with Dojo Tutor, Dojo Islands, and Dojo Spark. He was named EY Entrepreneur Of The Year 2025 for the Bay Area. Key Takeaways After meeting at a startup weekend, joining a startup accelerator, and deciding to build an education company together, Sam and his cofounder Liam spoke to hundreds of teachers and even spent time teaching summer school themselves to deeply understand and empathize with the needs of their target customers.Their first product - a simple tool that allowed teachers to give positive feedback to their students - quickly went viral, resulting in over ten thousand teacher registrations by the time Sam and Liam had graduated from the Imagine K12 startup accelerator.After digging into usage data from their early adopters, Sam and Liam realized that the teachers who were engaging and retaining on ClassDojo over the long-term were those who had decided to not only use the product with their students, but also with those students’ parents. This three-sided network effect became the key to not only driving cost-efficient organic growth, but also extremely strong user retention rates.After years of only offering a free product, ClassDojo finally monetized its business through ClassDojo Plus, a premium subscription that offered parents additional features to enrich their children’s education. It maintained a freemium model so that most users could continue using the product for free, which bolstered teacher trust and preserved the strength of the app’s core organic growth loops, but with enough premium value behind the paywall to convert 5%+ of users into paying subscribers.ClassDojo is now used in ~95% of US K-8 schools and by tens of millions of students across 180 countries worldwide. Recently, the company has leveraged its scale and network effects to launch three new products - Tutor, Islands, and Sparks - that use AI and gamification to deliver additional value to parents and students.Looking ahead to 2030, ClassDojo’s mission continues to be helping every child thrive by giving them access to a great education they love at an increasingly low cost. Sam believes AI will play a key role in realizing this mission by reducing the need for human capital, thereby making education more affordable and accessible to all.Sam Chaudhary Website: https://www.classdojo.com/LinkedIn: https://www.linkedin.com/in/samchaudhary/X: https://x.com/samchaudhary_Phil Carter Website: https://www.philgcarter.comSubstack: https://philgcarter.substack.comLinkedIn: https://linkedin.com/in/philgcarterX: https://x.com/philgcarterPodcast Production by Podders: https://podders.io/

    How ClassDojo Built Network Effects to Reach 95% of US K-8 Schools
5
out of 5
12 Ratings

About

Subversive is a podcast dedicated to sharing stories from the best consumer subscription apps in the world. We'll bring you lessons for how to grow your consumer subscription business, including insights and inflection points that led to exponential growth from leaders at category-defining companies and innovative startups.

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