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Jonathan Baer

Jonathan Baer

CEO & Co-Founder of Overlap, an AI startup that builds agents to understand, edit, and distribute video; Y Combinator S24 alumnus.

Aug 21, 2026

50:43
Like, what's winning to you?
50:44
So, you know, our view is that as agents get so good at making and posting video content, it actually eats up the amount that's spent on digital advertising.
50:57
So about $90 billion a year goes towards Meta and YouTube and TikTok ads, and those people are paying for eyeballs.
51:05
Our view is actually that, like, a lot of that spending is gonna migrate to organic content, and it's going to migrate to paying agents for performance.
51:15
And so, you know, for us, like, you know, the TAM of, like, video editing software, or the labor budgets of video editing software, that's in the tens of billions.
51:24
But quickly by next year, it'll be in the hundreds of billions in terms of how many people or how many brands are gonna spend th- amount of money-
51:33
Instead of paying a- Your bet is instead of buying ads, people are just gonna make their own organic content, and it's gonna be good and go viral and help someone make money through selling stuff or selling ads.
51:42
Correct.

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