The Tesla Moment
My first real job in college was as a Product Specialist at Tesla. This was in 2012-2013, when Tesla still very much felt like a startup – scrappy, ambitious, and taking pre-orders for cars that didn’t exist yet. The Model S was still in early production, and people were putting down $5K deposits for an EV they wouldn’t receive for over 18+ months.
I didn’t fully realize it then, but I was witnessing the DTC pre-order model at scale. Tesla wasn’t just selling EV’s, they were selling belief in a future where gasoline cars no longer dominate. Customers didn’t need to be convinced, they were enrolled. They became evangelists because they had skin in the game before the product even shipped.
This experience planted a seed that grew throughout my career in crowdfunding, ecommerce, and fintech – the best business model is one where your customers become invested in your success before you’ve even delivered.
Traditional model: Build product → Find customers → Convince strangers to buy
Tesla/crowdfunding model: Find believers → Co-create the product → Deliver to “investors”
The Proximity Advantage: Why Discovery Costs Collapsed
Working with entrepreneurs and companies of various sizes, I watched customer acquisition costs drop – not necessarily because ads got cheaper, but proximity to consumers was becoming the new competitive moat.
In those days, campaigns took much longer to craft and the winners weren’t always those with the most innovative products. They were those leveraging existing communities. A YouTuber with 10K engaged subscribers could outperform a competitive product with a bigger budget but no audience. Why? Because they were one conversation away from a transaction, not four layers removed.
This is the discovery cost collapse, a network graph where attention flows through people, not institutions. Every creator, brand, business owner, and even individuals casually posting. We’re all becoming media companies because we all represent distribution points and channels for information and attention.
Social media didn’t just create “influencers,” it created an environment where the means of distribution could be owned by individuals. And what I’ve observed over the years confirmed this, companies with aligned, loyal, engaged customer bases consistently outperformed those with larger but disconnected audiences.
The Content Creation and Deployment Cost Collapse
Social media doesn’t just represent the collapse of discovery costs. It’s a product of a much larger trend – the collapse of technology costs.
Technological advancements, paired with network effects, have enabled creators to rival legacy institutions. At the same time, AI is collapsing content creation and deployment costs, enabling anyone to generate high-quality media at near-zero cost.
What this means in practice:
Legacy Media:
Production: $100K-$10M (studios, equipment, crews)
Distribution: $1M-100M (broadcast infrastructure)
Monetization: Years to first dollar (after institutional approval)
Value capture: Creator gets 10-30%
New Media:
Production: $0-10K (smartphone, AI tools, cloud)
Distribution: $0-$1K/yr (internet, platforms, networks)
Monetization: Day 1 (subscriptions, ads, products, tokens)
This isn’t incremental progress, it’s an order-of-magnitude shift that enables billions to participate in the new media landscape versus the thousands who could before.
Four Forces Converging
Commerce: The Pre-Order Economy Scales
My time at Tesla taught me: the best customers are true believers. They don’t need convincing because they helped will the product into existence through their pre-order. MrBeast’s Feastables isn’t a celebrity endorsement play, it’s a community believing in someone they’ve watched for years, now putting money behind their belief.
This model has scaled beyond consumer products. SaaS companies launch in public, iterating with early adopters. B2B companies build audiences first, products second. The logic is the same across the board, gather believers, then build.
Creator Economy: Distribution Became Ownable
The old adage was “content is king.” Wrong. Distribution is king and creators are the distribution, meaning anyone or any business can function as a media company.
What matters now:
Authenticity: Audiences smell manufactured content instantly
Cultural relevance: You must speak the language of your niche
Cultural context: Where you show up signals who you are
A fintech startup explained on TikTok hits different than the same explanation on LinkedIn. The platform choice is the message.
AI: Creativity Multiplier
I’ve used AI to create content as well as automation workflows, GTM strategies, MVPs, and more. It’s not just a co-pilot, it’s a creativity and productivity multiplier.
AI’s real power, enriching limited data. I can feed it sparse market research and get comprehensive analysis. I can sketch a rough campaign and iterate 50 variations in an hour. And that’s just scratching the surface.
The transformation is clear. AI doesn’t replace human creativity, it amplifies the creator’s leverage. What once took a team of five now takes one person with the right tools.
Digital Assets: The Great Migration
The new media paradigm would be incomplete without addressing tokenization. Here’s where my fintech experience intersects with crypto, and why I believe tokenized content, in particular, is the next evolution of capital formation.
From a consumer standpoint, NFTs got positioned as “social proof” or “membership tokens,” which undersells the potential. They’re proof-of-concept for something truly game-changing, liquid markets for cultural assets.
But mainstream adoption hasn’t happened yet because:
Access barriers: Wallets, gas fees, technical complexity
Utility gap: Most NFTs don’t justify the friction
Volatility: Digital asset prices swing wildly
Today, we’re approaching an inflection point. Regulatory clarity is paving the way for tokenization of various assets and value – traditional financial securities and currencies included. But among all types, one standout represents a completely new domain. And what I consider a huge untapped opportunity – creator and content coins.
Imagine:
A Substack writer issuing tokens for each post, where early readers bank from late viral discovery
A YouTube creator releasing episode tokens, creating secondary markets around their content catalog
A musician tokenizing individual songs even, with fans earning as tracks go viral
This isn’t equity. This isn’t debt. This is a form of cultural capital formation – betting on which voices and ideas will be relevant, popular, and meaningful. You’re really buying the belief that a creator’s cultural capital will appreciate. It’s social currency meets onchain creator monetization offering a new form of ownership and community participation.
Crypto as the Bridge
From crowdfunding to tokenized content, crypto taught us a few critical lessons:
What Crypto Proved:
Communities can self-capitalize without institutions
Ownership can be programmatically enforced (smart contracts)
Liquidity doesn’t require traditional market makers
Global coordination happens at internet speed
Early believers capturing upside drives adoption
Where Crypto Focused:
Tokenizing protocols (Ethereum, DeFi)
Tokenizing financial infrastructure
Speculating on technology adoption
Crypto’s Limitations:
Lack of mainstream cultural relevance (just technical whitepapers)
Communities formed around price vs. shared identity
Utility often felt forced
Regulatory uncertainty slowed momentum
Why Tokenized Content is Next:
Tokenizing cultural relevance, while making crypto relevant
Tokenizing individual and organizational personas and content
Communities form around shared values/interests
Utility is clear, support creators you like and bank if they succeed
Meeting consumers where they’re at, social media
Regulatory clarity clearing the path
The psychology is identical, investing in a future you want to exist, but the asset class is entirely new.
What Actually Happens: The Product Portfolio Expansion
Here’s what people miss about new media:
Creators are becoming full-stack entrepreneurs. Entrepreneurs, full-stack creators. And the distance between creation and transaction, shrinking like never before. While at the same time more opportunities are becoming accessible along this spectrum.
The Playbook:
Build audience through free content (YouTube, Twitter, TikTok)
Mint creator and content coins enabling community ownership stakes
Monetize attention through subscriptions (Patreon, Substack)
Launch products leveraging community distribution (software, services, CPG)
Scale across verticals while maintaining control
Example:
Naval Ravikant:
Content (Venture Hacks blog, Twitter, podcasts) → AngelList → Rolling Funds → Tokenized investments
Each layer monetizes the previous layer’s audience
This is not “influencer marketing,” it’s the evolution of information, media, and technology.
Historical Context: Media and Technology
Each evolution in media, from the printing press to the internet to social media platforms, has progressively expanded who can create, distribute, own, and capture value from content.
Printing press: Made information portable
Radio: Made it immediate
TV: Made it visual
Internet: Made it interactive
Social media: Made it peer-to-peer
AI + tokenization: Making it co-owned
Each leap reduced friction between creation and consumption. Each leap empowered more participants. Relevance compounding at each stage. The media that survives is the media that yields the greatest diversity of voices, perspectives, and participation.
The Next Chapter
What’s being built now:
AI media and software production that is faster, cheaper, and higher-quality
Digital asset economy onramps bringing all assets and consumers onchain
New monetization models promoting ownership and value capture for both creators and their audiences
Direct engagement economies where social relationships have economic consequences
Cultural capital markets where attention becomes tradeable
My prediction is that everyone becomes a media company. But not everyone succeeds at it. The winners will understand:
Community economics (from crowdfunding)
Regulatory frameworks (crypto, stablecoins, prediction markets, securities)
Distribution mechanics (proximity to consumers)
Technology leverage (AI, tokenization, whatever’s next)
The Takeaway: Create the Reality You Wish to See
This includes AI. This includes tokenization. This includes fundamentally rethinking what “ownership” means when your audience can own a piece of the cultural value you create.
The future of media isn’t just distribution and content, it’s also new forms of capital formation rooted in cultural values. The Tesla pre-order model, scaled to every creator. The crowdfunding model, applied to every post. And those who understand both the cultural and financial sides of this equation will build the iconic brands of the next decade.

