
Jonathan Baer
CEO & Co-Founder of Overlap, an AI startup that builds agents to understand, edit, and distribute video; Y Combinator S24 alumnus.
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Aug 21, 2026
3 millionaires reveal their super niche businesses
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51:24

Jonathan BaerGUEST
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.

Jonathan BaerGUEST
So about $90 billion a year goes towards Meta and YouTube and TikTok ads, and those people are paying for eyeballs.

Jonathan BaerGUEST
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.

Jonathan BaerGUEST
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.

Jonathan BaerGUEST
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-
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51:33Sam ParrHOST
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.
