Predicting The Turn w/ Dave Knox

← Predicting The Turn w/ Dave Knox11 Aug · 26 min

The Iphone For Dogs: How Ken Ehrman Built Halo Into A $100M Brand

The Iphone For Dogs: How Ken Ehrman Built Halo Into A $100M Brand11 Aug26 min

<p>Ken Ehrman spent 25 years putting tracking technology on forklifts, trailers, and rental cars. Then his niece&#39;s dog escaped an invisible fence and was hit by a car, and he realized the invisible fence was the last wired product left in the home. That tragedy became Halo, the GPS dog collar he calls the iPhone for dogs.</p><p><br>In this episode, Ken sits down with Dave Knox to break down how Halo scaled to $100 million in sales, why he is targeting $140 million this year, and how the company built a razor-and-blade model now generating roughly $45 million in recurring revenue. He gets specific: 600,000 collars sold against 90 million dogs in the U.S., return rates cut from 20% to under 1%, and 12 million times in a single month that Halo stopped a dog from leaving its fence.</p><p><br>Ken also makes the case for choices that go against the grain, from running a fully remote hardware company with talent in Taiwan and Eastern Europe, to partnering with Cesar Millan so the collar never has to shock a dog, to asking early team members to invest real money instead of simply handing out stock.</p><p><br>**Key topics:**<br>- The tragedy that turned an IoT veteran into a consumer hardware founder</p><p>- Building the &quot;iPhone for dogs&quot; across five hardware generations</p><p>- The razor-and-blade model and the compounding math of recurring revenue</p><p>- Why Amazon drives 40% of sales and hands over a list of 1.6 million likely buyers a month</p><p>- Refusing to shock the dog: the Cesar Millan training methodology</p><p>- Running a remote hardware company and making everyone an owner</p><p><br>Listen to Predicting The Turn with Dave Knox for the full conversation.</p>