Bryan Johnson launched a paid supplement subscription that hit 5,000 customers and $20 million in annual recurring revenue on day one, valuing the business at $200 million. He deliberately capped the launch at less than half of demand, suggesting it could have reached $40 million ARR if fully opened.
Brian Johnson. He came out with his first paid product. 5,000 people paid. $20 million in ARR that he had on day 1 of launching this product. And $20 million of ARR for a subscription supplements business essentially is like a $200 million business.
What do you think Athletic Greens is at revenue-wise? They raised at $1.2 billion in valuation.
I bet they're at like $100, $150 is my guess. Maybe $200. Wow. But this is day 1. Day 1, come out the gate with $20 million and he let in less than half of the demand that he had, right? So he could have been at $40 million if he wanted to.
