Creator Rounds: A Creator Holding Company Thesis.
substack.com · 1,238 words · saved by 1 readers
Learnings from 16.3 months studying early-stage holding companies around distribution, why you already have one, and why you’re going to miss these deals.
I’m a venture capitalist. My job is to find new, undersaturated talent markets and to invest in those before they even know they are venture-scalable. Content and Creators are what I’m betting on. They are my two loves. Over the last five years, I’ve been watching billions of dollars being thrown to what can only be described as the “creator economy” and it’s clear that most of those bills were set on fire. I don’t want to blame anyone for that - since “Creator” is something so misunderstood that we can’t even decide on its definition or who is/isn’t one. Creator is a $200B industry.…
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