Sub Club by RevenueCat · 2026-04-15
12 AI Growth Lessons for Subscription Apps – Phil Carter, Elemental Growth
Growth advisor Phil Carter (Elemental Growth) gives 12 AI-era lessons along his subscription value loop. Mostly secondhand examples: Tolan onboarding, Runna/Ladder personalization, Wispr Flow and Granola triggers, Gamma PLG and cheap LLMs, Runna at 400+ ad concepts/month, Photoroom leading ads with AI features to open emerging markets, Duolingo Max tiers. Hardest evidence: two anonymized clients, a multi-step paywall move to freemium (+75% LTV/user) and a failed freemium switch (-50%+ conversion).
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Numbers mentioned
| Subject | Metric | Value | Quote |
|---|---|---|---|
| aggregateSubscription apps in RevenueCat's State of Subscription Apps report, 2023-2024 | share Share of trial starts happening on day 0 (install day) | 70–75% approximate | “at that point, 2023, 2024, it was like 70 to 75% of trial starts were happening on day zero. That's now over 80%. And in some categories, it's almost 90%.” |
| aggregateSubscription apps in RevenueCat's latest State of Subscription Apps report | share Share of trial starts happening on day 0; 'over 80%', almost 90% in some categories | 80% approximate | “That's now over 80%. And in some categories, it's almost 90%.” |
| aggregateSubscription apps in RevenueCat's State of Subscription Apps report: hard paywall vs freemium | ltv Hard paywalls perform ~5x better than freemium (host cites as LTV/conversion); Phil confirms 'it does convert 5X better' | 5 x approximate | “In the state of subscription apps report, we showed that in our data, hard paywalls perform five times better.” |
| Runna | count Ad creative concepts produced per month by the marketing team using AI tools, up from 'tens' per month | 400 creative concepts/month approximate | “Runna went from tens of creative concepts per month to 400 plus creative concepts per month that their marketing team is spinning off each month.” |
| Gamma | valuation Series B from Andreessen Horowitz; 'north of' $2B | USD 2,000M estimate | “I think they're at north of a $2 billion valuation at this point” |
| Gamma | time to milestone From AI presentations launch (March 2023) to profitability | 6 months approximate | “six months later they were profitable” |
| Cal AI | price Annual subscription price; host credits the low entry price as part of its success | USD 30/year approximate | “I'm impressed that they were only charging 30 bucks. And I actually think that's been part of their success was that cheaper entry price” |
| Elemental Growth client that moved from hard paywall to freemium | ltv LTV per user after moving from hard paywall to freemium with a multi-step paywall plus other pricing/packaging changes | +75% | “we saw a 75% increase in LTV per user through the implementation of this multistep paywall along with some other pricing and packaging optimizations” |
| Elemental Growth client whose freemium test failed | conversion rate Subscriber conversion after switching from hard paywall to freemium; 'more than a 50% reduction'; reverted after a couple of weeks | +-50% approximate | “We saw more than a 50% reduction in subscriber conversion.” |