By my guesstimate, the Basecamp/HEY folks will have *at least* between 1,000 and 10,000 paid signups by the end of the month, which translates into a cool $99,000-$999,000 of revenue, potentially recurring yearly.
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My guesstimate is at least x10 of that... They had a 100k list of signups which they are quickly working through.
DHH
 @dhh
22 Jun 2020
Replying to @dhh
We're still waiting to hear back from Apple on 1.0.3, but we've just sent out another 10,000 invitations! This brings up to May 21st for registered interest. But we still have more invitations to send out than we've done in total so far 馃槵. Going as quick as we can!
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Replying to @materkel
I鈥檓 assuming a 1-10% paid sign up rate. Could be completely wrong of course.

Jun 25, 2020 路 3:12 PM UTC

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Replying to @stilkov
Just saw that they only offer annual payment. $99 dollar is a pretty high barrier from free to paid, so you could be right. But then again it's (probably) mostly dev twitter signups for now and it was clearly communicated that it is a paid service.