Coatue

Michael Barton
What's the Chinese word for Quibi?
These short dramas are usually one to two minutes, serialized, vertical, and made for the phone. In China, more viewing time now goes to short dramas than to traditional long-form streaming.
On Douyin's top 5,000 performing titles, close to one in five are now AI-generated, up from zero four months ago. Lower production costs are widening the pool of creators, and recommendation engines are getting better. China could be the early signal for what reaches the US next.
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