Investment Thesis
What You Need to Believe
1. AI has collapsed the fragmentation problem.
The reason creator super-apps failed in the West wasn't behavior — it was technology. AI-native workflows now unify what used to require 6 separate tools. The historical rule no longer applies.
2. The ownership era of content is already here.
Creators are done renting their audience from platforms. The next generation of creator tools won't just distribute content — they'll let creators own the economic layer beneath it.
3. Content creation is no longer a profession. It's a behavior.
The creator economy isn't 50M influencers. It's 300M+ people who create as part of how they work, sell, teach, and connect. The tools have to match that scale — not just serve the top 1%.