How I Built This with Guy Raz

Calm: Alex Tew and Michael Acton Smith

Overview

Content: The Story of Calm

Early Entrepreneurial Backgrounds

Michael Acton-Smith's Journey

* Met his first business partner, Tom Boardman, at the University of Birmingham in the mid-1990s * Became interested in the internet during its early days when e-commerce was novel and challenging * In 1997, most internet access was limited dial-up * Building websites was technically complicated * No existing e-commerce platforms like Shopify or Stripe existed * Inspired by stores like Gadget Shop and Sharper Image, they started selling quirky gadgets online * Initially called their business Hotbox * Operated from a spare room in Tom's parents' house in Cardiff * Posted product photos online and purchased items only after receiving orders * Often sold at cost with no profit margin to test market interest

The Shot Glass Chess Set Breakthrough

* Conceived in a bar while drinking tequila * Marketed as a "thinking person's drinking game" where players drink shots when capturing opponent's pieces * Successfully pitched to media with personalized press releases * Gained significant coverage in men's magazines worldwide * Represented a pivotal moment in their entrepreneurial journey

Firebox Evolution

* Renamed from Hotbox.com after discovering it shared a name with a major porn site * Moved from Cardiff to London after learning about First Tuesday (an internet entrepreneur networking event) * Secured $500,000 in investment at an early stage * Grew gradually, becoming profitable with 40 employees

Alex Tew's Background

* Started beatboxing from around age 4 * Created Beatboxing.co.uk at age 16-17, a pioneering forum for beatboxers worldwide * Organized the World Beatbox Convention in London at 18, attracting 300 international beatboxers * Recognized beatboxing couldn't be a sustainable career and decided to pursue university in Nottingham

Innovative Internet Ventures

Million Dollar Homepage

* Alex conceived a quirky method to make $1 million by selling 1 million pixels for $1 each on a single webpage * Created to help finance college tuition * Gained significant media attention, driving further sales * Earned $1 million within four months * Success inspired Alex to drop out of university and pursue entrepreneurship

Perplex City (Michael's Venture)

* Developed during a revolution in multiplayer online gaming * Inspired by the movie "The Game" and the concept of turning real life into a game * Core concept: Bury a $200,000 treasure cube 120 miles north of London * Game mechanics included releasing clues across various media and creating puzzle cards with hidden information * Business model similar to Pokemon, selling card packs with interconnected story elements * Despite critical acclaim, had a very small audience of only a few thousand players * Not financially viable despite awards and publicity

Meeting and Collaboration

* Michael and Alex met at a party through a mutual friend in London * Alex was familiar with Michael's Firebox website and was a fan * They became roommates in Soho, living in a house with many tech entrepreneurs * Spent evenings playing FIFA, discussing business ideas, and hosting dinners

Business Challenges and Pivots

Struggling Ventures

* Alex started Pixelato, a pixel-selling business inspired by Million Dollar Homepage * Lacked the compelling storytelling of his previous venture * Michael was struggling with Perplex City, facing financial challenges * By 2007, they had less than $1 million left from an initial $10 million funding * Michael experienced significant stress about potential failure

Moshi Monsters Creation

* Michael conceived the idea of Puzzle Monsters, inspired by the mythology of Perplex City * Drawn to successful digital pet concepts like Tamagotchi and Neopets * Created an online platform where kids could adopt and care for virtual pet monsters * Key features included: * Free monster adoption * Customization options * "Stealth education" through daily puzzles teaching math and time-telling * Designed to give children a sense of control in their online space * Business model evolved from free to a $6 monthly subscription * Expanded beyond digital with physical products: magazine, trading cards, books * Produced a music album (reached #4 in charts) and a movie with Universal * Reached approximately $80 million in revenue within 2-3 years

Moshi Monsters Decline

* By 2012, the company faced significant challenges * Kids' interest rapidly changed as they became "bored" and moved on * Older kids lost interest, and the brand lost its "cool" status * Despite external success (billboards, TV interviews, awards), the founder knew the company was "unraveling" * Stark contrast between public perception of success and internal knowledge of struggles

The Path to Calm

Alex's Interest in Meditation

* Had been interested in meditation, relaxation techniques, and self-improvement since his teenage years * Found traditional meditation challenging and existing content often unapproachable * Inspired by books like "The Relaxation Response" by Dr. Herbert Benson * Noticed existing relaxation content was poorly designed and not mass-market friendly

Do Nothing for Two Minutes

* Alex created this experimental website with friend Ben Dowling * Featured a sunset image, beach sounds, and a two-minute countdown * Users had to remain completely still or the timer would reset * Within a week, attracted two million visitors * Only about 50% of visitors could actually do nothing for two minutes

Moving to San Francisco

* Alex relocated to work at a tech incubator * After Million Dollar Homepage success, hadn't made significant money * Needed to find a way to reduce financial pressure

Acquiring Calm.com

* Alex and Michael wanted to buy the Calm.com domain for years * Original owner initially wanted around £1 million * Michael eventually purchased it for approximately $140,000 * A significant financial risk, using money originally earmarked for a house deposit

Building Calm

Initial Concept

* Started as a simple website with high-quality nature scenes filmed by a hired videographer * Generated a few hundred thousand monthly visitors * Collected around 100,000 email addresses through a "do nothing for two minutes" webpage * Launched in May 2012 as a web platform

Early Development and Funding

* Founders worked remotely (Alex in San Francisco, Michael in the UK) * Fundraising was challenging, taking over 6 months and 100+ investor meetings * Raised just over $400,000 from 12 individual angel investors * Many investors were skeptical about meditation as a viable business

First Mobile App (February 2013)

* Built by Alex and one iOS engineer * Included 12 audio recordings and "Seven Days of Calm" course (10 minutes/day for 7 days) * Initially avoided using the term "meditation" * Pricing model: $5 one-time purchase to unlock full app * 10% of users paid the $5 fee, which was seen as an encouraging early signal

Michael's Commitment to Calm

* In summer 2014, Michael was experiencing significant business stress and burnout * Took a solitary retreat to the mountains of Austria to gain perspective * Read books and research papers, leading to a pivotal realization about meditation's potential * Decided to work full-time on Calm with Alex * Believed meditation could "rewire the human brain" and potentially reach millions * Moved to San Francisco for: * More investor openness to mindfulness concepts * Greater talent pool from successful tech companies * Desire to prove themselves in Silicon Valley

Market Context

* Meditation was becoming more mainstream with expanding scientific research * Viewed the market as having multiple potential winners, not just one dominant player * Saw their target audience as "pretty much anyone with a mind" * Were aware of Headspace as a competitor but believed they were "closing the gap"

Growth and Innovation

Key Product Developments

* In 2014, introduced "Daily Calm" - a unique daily meditation content feature * Hired Tamara Leavitt, a meditation teacher, as a critical early team member * By 2016, the company: * Generated close to $7 million in revenue * Had millions of app downloads * Still struggled to raise Series A funding

Sleep Stories Launch (2016)

* Became a pivotal moment for the company * Inspired by a podcast called "Sleep With Me" * Noticed users were already falling asleep to the app's narrator's voice * Recognized that sleep is more universally accessible than meditation * Quickly developed and released sleep-focused content

Marketing Breakthrough (2017)

* Hired Dun Wang, who helped crack user acquisition strategies * Created unique Facebook video ads with a "do nothing for 30 seconds" concept * Ads were unconventional and highly shareable * Achieved first million-dollar month in January 2017 * Developed a profitable marketing approach where each dollar generated significant returns

Revenue Growth Strategy

* Started with a $10/year subscription, gradually increased to $40-$60 * Higher prices led to fewer subscribers but more revenue * Price increases worked because: * Users were willing to pay more for personal well-being * App quality improved * Brand trust was established * Scaled from $7 million to $21 million to $80 million in revenue

Celebrity Partnerships

* Involved figures like Stephen Fry, John Mayer, Matthew McConaughey, LeBron James, and Harry Styles * Used an "ICE" approach: * Invest: Give celebrities stake in the company * Content: Create unique content for the app * Engagement: Ensure celebrities use and value the product * Celebrity involvement increased downloads, generated press, and expanded market potential * Made Calm seem more than just a meditation app

Recent Developments and Future Direction

Funding and Recognition

* Raised $27 million in Series A in 2018 (valuation at $250 million) * Won Apple's App of the Year, which helped negotiating position * Deliberately avoided early massive funding to maintain "scrappiness"

Business Expansion

* Acquired Ripple Health Group to expand into healthcare * Launched a successful B2B division, especially during COVID * Goal to integrate with healthcare systems and insurance providers (e.g., United Healthcare deal) * Aim to help prevent health issues through mindfulness, sleep, and lifestyle guidance

Leadership Transition

* Founders stepped down as co-CEOs, became co-executive chairmen * David Coe (from Ripple) became new CEO * Reasons included pushing into healthcare and geographical challenges * Created Calm Studios in London to continue innovating

Technology and Mindfulness Philosophy

* Acknowledged smartphone addiction concerns * Calm's approach: Use technology mindfully rather than eliminate it * Most Calm content is audio-based, encouraging less visual phone interaction * Recognize smartphones as a powerful tool for reaching billions of people

Reflection and Impact

* Michael considers Calm the most meaningful project he's worked on * Emphasizes both luck and hard work in entrepreneurship * Values the friendship and collaborative experience with Alex * Success measured not just by financial metrics but by positive impact on millions of lives * "When you're working on something that you truly believe in... it gives you the energy and the grit to persevere"

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