Hyper Individualization - by Sophie
I took a moment’s pause upon reflection that it sounded like writing up an investment thesis based on the trend “be hot, have experiences,” but in the pursuit of the inevitable, there’s no time to worry about presenting a potentially (depending on your worldview) bleak or vain hypothesis, there’s only a search for what is unavoidable in the future. On the surface, this may sound like a run-of-the-mill consumer thesis, and to some extent, it is. But the trend of “hyper individualization” sits at the precipice of a few converging trends. Millennials/GenZ stand to inherit trillions in wealth The line between content creator & consumer is increasingly blurred by the day, the phones in our pockets enabling this convergence Ozempic may make it so anyone can be as thin as they want (don’t cancel me pls) AI seems like it will enable increasingly personalized experiences Perhaps until the point where our lives are so tailored to who we are, there’s less of a “shared reality” than at any point
Hyper Individualization Or, Investing in the Age of Solipsism Sophie Jul 08, 2023 63 16 6 Share I took a moment’s pause upon reflection that it sounded like writing up an investment thesis based on the trend “be hot, have experiences,” but in the pursuit of the inevitable, there’s no time to worry about presenting a potentially (depending on your worldview) bleak or vain hypothesis, there’s only a search for what is unavoidable in the future. On the surface, this may sound like a run-of-the-mill consumer thesis, and to some extent, it is. But the trend of “hyper individualization” sits at the
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