Arjun Malhotra(@BadCapitalVC):Products that get misread the most are where the user TG is kids or senior citizens, but the buyer TG is different. The buyer in these cases is a caretaker acting out of anxiety or love, and those feelings are very good at ensuring acquisition. But the acquisition pitch does very little for retention of the actual users. The child / parent has to want the product every day, and that gets shaped by their peers + what they see online far more than by whatever moved the caretaker to pay.

Arjun Malhotra

@BadCapitalVC

Investing in companies that don't make money @GoodCapitalVC

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Arjun Malhotra@BadCapitalVC

2026.07.17 06:17

Products that get misread the most are where the user TG is kids or senior citizens, but the buyer TG is different. The buyer in these cases is a caretaker acting out of anxiety or love, and those feelings are very good at ensuring acquisition. But the acquisition pitch does very little for retention of the actual users. The child / parent has to want the product every day, and that gets shaped by their peers + what they see online far more than by whatever moved the caretaker to pay.