Social media usage peaked in 2022 and has plateaued or declined since, particularly among younger generations.

As AI agents become better at making and posting video content, spending will migrate from paid digital advertising to organic content, with the TAM for video editing labor growing from tens of billions to hundreds of billions by next year.

“Our view is that as agents get so good at making and posting video content it actually eats up the amount that's spent on digital advertising. So about $90 billion a year goes towards meta and YouTube and Tik Tok ads and those people are paying for eyeballs. Our view is actually that like a lot of that spending is going to migrate to organic content and it's going to migrate to paying agents for like, you know, the TAM of like video editing software or the labor budgets of video editing software, that's in the tens of billions, but quickly by next year, it'll be in the hundreds of billions in terms of how many people or how many brands are going to spend the amount of money to acquire.”

Jake Paul asserts that only three creators, himself, Mr. Beast, and Logan Paul, have maintained top-tier social media influence, with new entrants now nearly unable to break through.

“That's why you really see with brands that have stuck around at the highest level in social media, it's me, Mr. Beast, and my brother, and really no one else.”

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.”

Approximately 40,000 new games launched in the App Store last year, and zero became top-10 hits or sustained top-25 or top-50 rankings.

“There were something like 40,000 new games launched last year in the app store and zero, you know, became top 10 hits and zero even sustained top 25 or 50.”

Mr. Beast's YouTube views peaked last year and are slightly declining this year.

“Last year, they had the highest views, but this year they're having a little bit of.”

In 2026, there is a market opportunity for a new social media company to emerge by capitalizing on widespread user dissatisfaction with engagement-maximizing algorithms.

“Here's my prediction in 2026 is that there is a market opportunity for a new social media company to come along because everybody is aware of exactly this problem that you're pointing out.”

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.”

The 2024 US election was the inflection point at which podcasts became a decisive political medium.

“The election of '24 was the one where podcasts kind of flipped the you know, it went from being like, I don't know if this matters to like all of a sudden everybody's like, oh wow, this matters.”