FOCUS · 01

Social media technologies

The social layer of the internet is being rebuilt around AI-native feeds, creator ownership, and interoperable identity. We back the teams that turn attention into durable networks — not fleeting feeds.

Creator economyDistribution infraAI-native feedsTrust & safety
Social media technologies
WHERE WE INVEST

Four layers of the new social stack

A

Creator economy infrastructure

Monetization rails, audience portability, and rights management that let creators own their businesses rather than rent them from platforms.

B

Distribution infrastructure

Video delivery, real-time messaging, and recommendation systems — the plumbing every social product stands on and few build well.

C

AI-native experiences

Feeds that generate as much as they rank, AI companions and co-creation tools, and the interfaces that come after the scroll.

D

Trust & safety tooling

Moderation at AI scale, authenticity verification, and provenance for synthetic media — the credibility layer social platforms now compete on.

SIGNALS WE TRACK

What tells us a social technology will last

Attention is cheap; retention is expensive. We look past download charts to the mechanics that make networks durable.

Retention curves that flatten, not decay — usage that becomes habit

Creator earnings growing faster than creator count

Interoperability by design — open protocols over walled gardens

Trust & safety treated as product, not as PR

Building the next social layer?

Also see: Agentic commerce · The AI thesis
Get in touch