🧠Thesis

Our thesis is that the combination of the spicy content and content creators are the perfect Trojan Horse for crypto and generative AI adoption and that crypto x AI will power the future of the spicy content and wider content creator industries.

We also fundamentally believe that generative AI and agentic capabilities will power the future of all industry and value creation via their own products, or services powered by their models via APIs. Equally, we believe that with regards to AI labs, there are benefits to centralising the pooling of talent, resource, research and development. Together, these two beliefs predict a world dominated by a very small number of massive labs, such as OpenAI.

However, due to the vice nature of the spicy industry, it is very likely one of the only sectors outside of OpenAI's remit, left open for a smaller, more specialised OpenAI-esque player to dominate.

Unless spicy content ceases to exist in an AI-generated future, or one of the major AI labs somehow is able to convince their stakeholders to enter a vice industry, the default case is that there will be an OpenAI specifically of the spicy industry.

Our belief is that building the OpenAI of the spicy content industry is the highest long term risk versus reward play available to start ups in generative AI, due to a combination of the market opportunity, the lack of real competition and the natural moats put up against steamrolling by the major AI labs.

Therefore, naturally, we believe that is the goal Oh should focus on achieving.