Friedberg @ 01:03:12Inconclusive
venturetech
Over the decade following 2022 (approximately 2022–2032), distributed content creation tools and platforms will be among the most significant and lucrative investment opportunities, as enabling individuals to make high-quality content will allow them to build and monetize large audiences in many ways beyond standard ad spots.
And so this is why I just want to point out distributed content creation, I think, represents one of the most profound investing opportunities over the next decade, because if you can give individuals the ability to make high quality content, they can scale an audience that that that now can be monetized in a thousand ways, not just putting friggin ad spots on YouTube, but there's a thousand products.View on YouTube
Explanation
It’s too early to definitively judge a decade-long investment thesis that runs roughly from 2022–2032 when we are only about three years into the period (as of late 2025).
Evidence so far is broadly consistent with Friedberg’s view:
- The creator economy and distributed content creation tools (e.g., YouTube, TikTok, Twitch, Shopify-integrated storefronts, Patreon, Substack, OnlyFans, and many AI-assisted creation tools) have attracted substantial venture and growth capital since 2020 and especially post‑2022, and many creators are monetizing via diversified products beyond standard ad spots (subscriptions, digital goods, courses, merch, live events, etc.).
- Numerous reports from major consultancies and market-research firms since 2022 project strong multi‑year growth for the creator economy and related tooling, reinforcing the idea that this sector is a major opportunity. However, long-term performance versus other major opportunities (e.g., AI infrastructure, climate tech, biotech) won’t be knowable until much closer to 2032.
Because the prediction is explicitly about "one of the most profound investing opportunities over the next decade," we must wait for the full decade’s trajectory and returns to play out. Early signals are supportive, but not enough time has passed to conclusively say the prediction was right or wrong in a relative, investment-return sense.