Shishir Mehrotra – The Art and Science of the Bundle - [Invest Like the Best, EP.175]

Innovative Bundles

Shishir Mehrotra shares insights into innovative bundling strategies, highlighting the Spotify student bundle as a prime example. This bundle, combining Spotify and Hulu for students at a discounted rate, was initially perceived as a loss-making venture but turned out to be highly profitable 1. The success stemmed from attracting new users who were not previously paying for both services, thus creating value for both companies. Mehrotra also speculates on future bundling possibilities, envisioning larger bundles that could include unexpected combinations like healthcare and dry cleaning 2.

   

Healthcare Bundling

In the realm of healthcare, bundling plays a crucial role, as explained by Shishir Mehrotra. Health insurance, for instance, is a bundle of healthy and sick individuals, which is essential for the system's sustainability 3. Mehrotra suggests that bundling healthcare with other services, like employment or citizenship, could reshape how we view and manage healthcare 1. He emphasizes that bundling is not just about combining services but about creating a system where everyone contributes, ensuring the viability of essential services like healthcare.