Everyone becomes a creator

Independent creators will capture more attention.

By AKA Studio

What’s inside

• GOOGL Alphabet: YouTube is the main stage for independent creators and the biggest slice of US TV viewing
• META Meta: Partnership ads turn creator posts into paid media at a $10B run rate
• SPOT Spotify: Turning podcasting into a creator business with direct payout and video tools
• AMZN Amazon: Fire TV Creator Hub puts independent creators on the living-room screen
• APP AppLovin: Performance ad engine routing brand budgets to independent, non-studio inventory
• RDDT Reddit: User-made posts, not studios, are the content advertisers now pay to sit beside
• PINS Pinterest: Discovery feed where creator posts convert directly into shoppable ad demand
• SHOP Shopify: Storefront rails for creator-owned product lines like MrBeast's chocolate business
• ADBE Adobe: The tool kit a one-person studio uses to look like a network
• RBLX Roblox: Attention captured entirely by what users build, not by studios
• NFLX Netflix: Buys creator-led formats such as Beast Games as independents cross into streaming

Why it could work

Independent creators will capture more attention. The basket combines direct participants and broader suppliers.

What could break it

Adoption could disappoint, competition could weaken margins, or high valuations could already price in the trend. Some holdings are broad, indirect proxies.

For learning only. Not investment advice.