Broadway Unlocked Ventures
Ideas that help bridge the traditional Broadway ecosystem and a new digital model that scales theatrical storytelling across multiple platforms — social media, podcasts, streaming services, subscriptions and beyond.
Broadway Unlocked Ventures
Ideas that help bridge the traditional Broadway ecosystem and a new digital model that scales theatrical storytelling across multiple platforms — social media, podcasts, streaming services, subscriptions and beyond.
Their feedback loop is instant
They understand internet culture
They publish, adapt, and evolve in real time.
It’s not just that creators use the internet
It’s that they were raised by it.
Their feedback loop is instant
They understand internet culture
They publish, adapt, and evolve in real time.
They’re more attuned to thinking like product designers than studio executives
They test ideas, respond to feedback, and ship what connects.
They understand momentum.
They’ve already absorbed the logic of bottom-up SaaS, intuitively.
This is why the next great storytellers won’t come from film school.
They’ll come from YouTube, Discord, & Substack
All thats missing is proper infrastructure.

“House of _____” Producing Cohort
Gavin puts the current state of FAST in perspective: Crowded. Fragmented. Very good for aggregators. Less good for channel publishers.
"Our goal is to build the best turnkey media operation in venture: a single place where founders acquire the legitimacy, taste, brand-building, expertise, and momentum they need to win the narrative battle online."
The library-building approach—where studios indefinitely own and exploit creative works—belongs to the pre-digital era. It's a business model designed for scarcity, not abundance.
ATG Entertainment, which has a long-term lease on the Lyric, has collected more than $34 million in rent on Broadway from Cursed Child. In the year ending in February 2025, rent consumed nearly 11% of box office sales. To be sure, ATG has its own real estate expenses. In 2013, it paid $64 million for the lease to the Lyric, and later spent millions more on Cursed Child renovations.
The service is currently available to about 10,000 libraries, or 40 percent of North America’s libraries, as well as about half of high-end colleges in the country. Kanopy houses roughly 35,000 titles with 150 more coming each week. Some standouts on the service include newer films like “Moonlight” and “Lady Bird,” as well as older classics like “Rashomon” and “Chinatown.”