Everyone Becomes a Maker
uty@utyvert
The idea
I believe AI is turning everyday hobbyists into makers of music, video, games and design, and the market has this backwards, selling off creative software stocks like Adobe on fears that cheap AI tools will gut them. I think the opposite happens: more makers means a bigger pie and more customers for the whole toolchain. So this holds the creative software giants, the platforms where amateurs build games and sites, and the gear people create on, spread across those layers with a small cash buffer, meant to be held for years.
What will be bought
- These companies sell the editing and design apps that casual creators rely on, and market pricing suggests skepticism about their ability to grow users as more people start making things. · Adobe Inc.It sells the design and editing apps most hobbyist creators use first, and subscription revenue growth shows whether casual users are adding to the base or switching to cheaper alternatives., Figma, Inc.It is the design tool positioned to pick up non-designers who use AI to build websites and interfaces, so paid user growth reflects whether the market for casual creators is expanding., Apple Inc.It sells the devices and creative apps like GarageBand and Final Cut that most hobbyists use to make music and video content, so its installed base and user engagement matter to the take., Autodesk, Inc.It sells the 3D design and animation software that indie game makers and hobby creators use, and subscription revenue growth reflects whether more people are entering those fields.36%
- These let amateurs build games, websites and digital worlds with AI assistance, so they benefit directly when more people enter creation. · Roblox CorporationIt provides the platform where amateur game makers build and earn, so growth in creators and their payouts indicates whether AI building tools are attracting new makers., Wix.com Ltd.It lets people without coding skills build websites and business tools with AI, and growth in paid first-time site makers shows whether the take is attracting new entrants., Unity Software Inc.It provides the engine many first-time game makers use, and revenue growth from creators indicates whether AI tools are bringing more people into game development., GoDaddy Inc.It provides the domains and web tools that every new maker needs to establish an online presence, so growth in new customers and domain sales indicates expansion of the maker population.30%
- New makers buy cameras, microphones, lights, capture cards and craft machines as they get serious, so hardware sales expand with the hobbyist population. · Sony Group CorporationIt makes the cameras, microphones and audio gear that serious hobby creators buy once they commit to making videos and music., Logitech International S.A.It sells the USB microphones, webcams and streaming software that home-based content makers purchase as they start building an audience., Corsair Gaming, Inc.It owns Elgato, which makes the stream decks, capture cards and lighting that creators buy to set up professional-looking home studios., Cricut, Inc.It sells cutting machines and design software to hobby crafters, and growth in active users and paid subscriptions shows whether physical creation is expanding alongside digital making.26%
- Cash8%