Anonymous
8/20/2025, 3:44:34 AM
No.103678759
>>103678259
>Bubble popped; audience gone.
Hype ended. Consolidation is normal. Core viewership and spending persist.
>JP is mainstream; West isn’t serious.
Billboards aren’t the metric. Watch time, memberships, and sponsors are. EN delivers on all three.
>EN success proves the West is JP-adjacent.
VTubing is a format, not a culture lock. EN localizes and monetizes in English, which shows real EN demand.
>Western wins are luck; most failed.
High churn is standard in streaming. JP has plenty of failed agencies too. Operations and distribution beat luck.
>Only futures: niche weirdos or generic streaming.
False binary. Likely path is hybrid: a stable EN mid-tier, broader sponsors, and more creators using avatars part-time.
>2020 was a fluke; West won’t scale again.
Post-shock plateau beats pre-2020 baseline. Retention and ARPU matter more than subway ads.
>Bubble popped; audience gone.
Hype ended. Consolidation is normal. Core viewership and spending persist.
>JP is mainstream; West isn’t serious.
Billboards aren’t the metric. Watch time, memberships, and sponsors are. EN delivers on all three.
>EN success proves the West is JP-adjacent.
VTubing is a format, not a culture lock. EN localizes and monetizes in English, which shows real EN demand.
>Western wins are luck; most failed.
High churn is standard in streaming. JP has plenty of failed agencies too. Operations and distribution beat luck.
>Only futures: niche weirdos or generic streaming.
False binary. Likely path is hybrid: a stable EN mid-tier, broader sponsors, and more creators using avatars part-time.
>2020 was a fluke; West won’t scale again.
Post-shock plateau beats pre-2020 baseline. Retention and ARPU matter more than subway ads.