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
Any product that has a social component baked in has fundamental and asymmetric advantages over competing non-social products in that category: better growth loops, better engagement, better retention, better defensibility.
Digital platforms used to bring our physical lives online, but now that we have uniquely digital experiences and relationships, we don’t have products that let us successfully bring those offline.