🎯Opportunity

Timing

The spicy creator industry is in chaos.

MindGeek, now Aylo, has been sold to Ethical Capital partners following the turmoil brought on by Visa and Mastercard's iron fist (see Origin of Oh for more detail).

OnlyFans is facing a potentially game-changing lawsuit, potentially outlawing the alleged use of "chatters", which is the engine that enables the platform's scale (see Problem Statements for more detail).

At the same time, Labs such as Meta and Black Forest Labs have open-sourced foundational technology that enables entirely new applications, products and revenue streams that would have been entirely impossible for a start up to do by itself a mere ~2 years ago. This presents a Gold rush that's pretty unparalleled in history.

Being early to that Gold rush enabled those of us who seized the opportunity to begin building up data for fine tuning that will mean an increasingly widening gap, that will be hard to catch up for any laggers.

Crypto is reportedly in the supercycle - with the President launching a memecoin, ETFs approved for various tokens, the most pro-crypto US Government of all time and all time highs across Bitcoin, Solana and many other tokens. The two fastest projects to reach $100m of all time, pump.fun and Ethena, were launched this cycle and the number people holding crypto is now reported to be 560 million.

Beyond this - sexual liberation, censorship resistance, mobile phone adoption, internet speeds, social media use and essentially every other ingredient that points towards Oh are all arguably at all-time highs of adoption or impact.

The time has never been greater, for a platform like Oh to define this next era.

Market size

The size of the online adult content market is $76b, growing at a CAGR of 7.56% , to an estimated $118.14b by 2030. Other sources project the CAGR of the digital adult content market, which also looks at VR, NFTs and other bleeding-edge technologies, to be closer to be closer to 14.5%.

The wider adult entertainment market is sized at around $182b, growing at a CAGR of 5.3%, to an estimated $275b by 2032.

With the growth of digital adult content far outpacing the rest of the wider adult entertainment market, it's reasonable to expect that the total addressable adult market for Oh is closer to the figure for the entire adult entertainment industry, as it becomes a greater share of the industry.

Outside of just adult, the creator industry is worth $190b and is projected to grow rapidly, with a CAGR of 22.7%, reaching a size of $2.71t by 2037.

The AI companion space is valued at $268.5b, with a CAGR of 36.6%, growing to $521b by 2033.

As of today, the Global cryptocurrency market is worth $3.51t, while the associated service market is projected to grow to $11.71 billion by 2030 with a CAGR of 13.1%.

Finally, the fastest growing associated market for Oh is generative AI itself, projected to reach $1.3t by 2030, with a CAGR of 42%.

In summary, starting from our core market of spicy creators and expanding into the broader companionship and creator industries, powered by generative AI and crypto, our TAM spans from the hundreds of billions to potentially reaching trillions.