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Consumer Social is Eating the World
Among digital natives, everything is social. We see a steady march toward more social products. Examples from the Daybreak portfolio, across a range of sectors:
- Investing: AfterHour, which offers a social hub for trading and financial learning
- Dating: Amori, which takes single-player dating and makes it collaborative and social with LLM-powered ma
Keeping Up with the Gen Zs
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1) Social Connections: ocial acceptance and improved digital experiences will usher a new wave of growth in friendly hangouts (House Party), shared screens (Squad), asynchronous catchups (Marco Polo), or finding love (Bumble).
JJ Oslund • The “Verticalization” of Zoom
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