Earlier quoted context omitted.
> The cohort Venn diagram is world travelers who can’t afford a global service? People who can pay for a flight but would rather watch an ad than pay for service? At this point I laughed, as I don't have global service, yet have flown round the world in the last fortnight. > And the value of that ad inventory of people unwilling to pay is? Yeah, I'm never going to click on your ads. Don't build a business model on me…
Don’t get me wrong. I don’t think it’s nonzero. I just don’t know if it’s enough to overcome the tonnage cost (bulk rate for IOT/B2B cellular), and the business development challenges for global cellular and advertising are no joke when we’re down to a freemium-ad-supported revenue model. Striking at the eSIM moment is a slick move, though. This would likely have been a hard non-starter in the physical SIM era (which…
You can buy a SIM for $5 and get a free phone number that you can only use in their app, which has ads. I know plenty of people who that service could be very useful for, $5 one-time for unlimited text/talk, if inconvenient.
I do think that using Firsty and Google Voice together could accomplish the same thing for free, except Firsty's unlock-for-an-hour model means you can't receive messages when you haven't watched an ad in the last hour, so maybe TextNow still has some use.