Consumer Social is Eating the World

Jay Drain Jr jaydrainjr.substack.com

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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

Social media is dead

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Keeping Up with the Gen Zs