Short dramas have quietly scaled into a mainstream format, and most of the US still hasn't noticed.
Serialized, vertical, and made for the phone. Episodes run one to two minutes, seasons run 100 to 150.
In China it's already obvious. More viewing time now goes to short dramas than to long-form streaming. And AI is moving in fast: on Douyin's top 5,000 titles, close to one in five are now AI-generated, up from none four months ago.
Coatue sector head
@lordbartonjr on why China could be the early signal for what reaches the US next.