Blindside Weekly
5 structural threats the market isn't pricing — and where each one sits on the scale.
This week on Blindside — 5 structural threats the market isn't pricing yet. The heaviest: Creators Pay to Chase Vanishing Audiences, about $3.7bn/yr at risk. Here's where each one sits:
Creators now run 3.4 platforms to hold one drifting audience. Winning customers costs 67% more than in 2021, while short clips pay pennies. The result: a $3.7bn yearly drain on a $37bn pool that grows with every new platform.
Blindside index 89 · about $3.7bn/yr at risk →
Voice and face are turning into licensed assets. A study prices 24% of music-creator income at risk by 2028 — about $2.2 billion shifting yearly. The deepfake scare is the decoy; the licensing plumbing is the story.
Blindside index 89 · about $2.2bn/yr at risk →
Machine-made songs are 44% of Deezer's daily uploads but just 1% of Spotify plays. As they flood a fixed payout pool, real songwriters could lose nearly $1 billion a year — a threat the market thinks is already solved.
Blindside index 80 · about $996m/yr at risk →
A few top creators earn nearly all the brand money — and most are burnt out and eyeing the exit. Advertisers still price endless supply. The model sees $0.7bn a year at risk.
Blindside index 77 · about $701m/yr at risk →
The Labor Department stopped enforcing its 2024 rule — but state courts and SAG-AFTRA did not. Treating creators as employees could add $802 million a year to a $10.52 billion business that no balance sheet has priced.
Blindside index 74 · about $803m/yr at risk →
Every entry links to its live model — drag the assumptions and watch the range move. Blindside · FASTMaster Intelligence.
