Niche-passion apps monetize far better per viewer than general-interest apps despite lower total reach.

A home-based ice cream brand selling directly via Instagram and pre-order can achieve 40-50% profit margins, comparable to SaaS margins.

“We have like businesses like a Toz crearyy who's in Hopkins, Minnesota, who's running one of the largest like ice cream brands in Minnesota right now doing six to seven figures a year in revenue on like 40 to 50% profit margin which like is unheard.”

An auto mechanic influencer can earn $20 million a year.

“I think this guy was making like 20 million a year himself as like an auto mechanic influencer.”

Chess.com's 2023 growth spike among schoolchildren was driven by short-form content, the Mittens bot, and the cheating scandal.

“Then in 2023, we had another crazy wave where all these kids started playing in schools because of short form content and the mittens bot and the cheating scandal and we just spiked again.”

On Twitch, streams under 1,000 concurrent viewers are non-economic due to CPM-based monetization, but on Whatnot, 30-50 viewers can be enough for a stream to be commercially viable.

“At Twitch we used to basically assume that if it's less than a thousand people on the stream it's non-economic cuz you're you're operating on CPMs. So but you can go to a stream on whatnot and see 30 50 people are in that stream and you imagine for a moment that you're running a shoe store at a mall and you had 50 people in your store you'd never close.”

A new behavior called 'creative entertainment' is emerging where people use AI tools like Suno to make music purely for joy and entertainment, not for distribution or monetization.

“People are coming into Sunno. They're making music for the pure joy and entertainment value of making music.”

After the 2024 election cycle, all future U.S. presidential candidates will be required to appear on Joe Rogan's podcast.

“Do people running for president have to go on Joe Rogan, right? And you know, up until 2024 the answer was absolutely not. After 2024 the answer is 100% they have to.”