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Neural Foundry's avatar

This breakdown of the microdrama funding landscape is super sharp. The point about this being a race to become the "default app" really captures someting crucial here, because network effects in short form video tend to snowball fast once a platform hits critical mass. I've noticed how freinds who started on one microdrama app rarely switch even when competitors offer better content, which suggests first-mover advantage might matter more than content quality in this space. The Fox Entertainment investment angle adds an interesting distribution dimension that could shift the game entirely.

Francoise Colleter's avatar

Et bravo pour Lily .. 👏

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