My First Million
The best business ideas come from noticing what's working and doing it better, faster, or for a different audience.
Content-to-Commerce Thesis Vindication
Timeframe: Currently maturing, 3-5 years of continued growth
What's Changing
Media brands that were undervalued are becoming billion-dollar commerce businesses as content-to-commerce proves out
Driving Forces
Direct-to-consumer tools
Creator economy growth
Traditional media decline
Audience monetization sophistication
Winners
- Niche content creators with engaged audiences
- Content-to-commerce platforms
- Specialized media brands
- Creator-led businesses
Losers
- Traditional media companies
- Generic e-commerce
- Ad-only revenue models
- Broad audience plays
How to Position Yourself
Build in specific niches
Focus on engagement over reach
Develop commerce capabilities early
Create authentic audience relationships
Early Signals to Watch
Example Implementation
“Chernin Group bought undervalued content brands like Barstool, Exploding Kittens, and Meat Eater, then scaled commerce to create billion-dollar values”
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