𝗥𝗘𝗔𝗟𝗜𝗧𝗬 𝗖𝗛𝗘𝗤𝗨𝗘 𝗙𝗢𝗥 𝗖𝗥𝗘𝗔𝗧𝗜𝗩𝗘 𝗔𝗜 𝗗𝗘𝗩𝗘𝗟𝗢𝗣𝗘𝗥𝗦 𝗔𝗳𝘁𝗲𝗿 𝗪𝗲𝗮𝘃𝘆 𝘁𝗼𝗼𝗸 𝗙𝗶𝗴𝗺𝗮 𝘁𝗼 𝘁𝗵𝗲 𝗯𝗮𝗻𝗸 𝗳𝗼𝗿 𝗮 𝗿𝗲𝗰𝗼𝗿𝗱-𝗯𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗱𝗲𝗮𝗹, 𝘁𝗵𝗶𝘀

candyandgrim
Dec 5, 2025
2 min read

𝗡𝗘𝗪 𝗥𝗘𝗖𝗢𝗥𝗗: Weavy sold to Figma for $200M+ after just 1 year. Fastest major AI acquisition in history. This sets the pattern. Expect a snowball effect to escalate into an avalanche ready to smash the AI bubble.

I analysed 15+ creative platforms. The consolidation is brutal:

→ 30+ platforms fighting for creative studios

→ Agencies and in-house teams can only afford 2-3 winners MAX

→ Only 3 platforms show signs that they understand what studios need

→ The UI has evolved from text-to-image/video/3D/audio, but now everyone is building a technical Layer 1 UI (dev) when studios need Layer 2 UI (creative)

𝗬𝗼𝘂'𝗿𝗲 𝗻𝗼𝘁 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝗻𝗴 𝗼𝗻 𝗶𝗺𝗮𝗴𝗲 𝗾𝘂𝗮𝗹𝗶𝘁𝘆.

You're competing on: "Which platform lets 5 people manage 50 campaigns without losing their minds?"

ComfyUI master of nodes. Krea has real-time.

𝗦𝗼 𝘄𝗵𝗮𝘁?

Most still don't have:

❌ Campaign management

❌ Client approvals

❌ PM/DAM integration

❌ Print workflows

❌ IP compliance tracking

𝗣𝗮𝗿𝘁𝗶𝗮𝗹 𝗰𝗿𝗲𝗱𝗶𝘁:

Recraft is leading the way with brand style consistency (but not full brand book enforcement)

𝗡𝗲𝘄 𝗴𝗹𝗼𝗯𝗮𝗹 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀 𝗵𝗶𝘁𝘁𝗶𝗻𝗴 𝗻𝗼𝘄:

• EU AI Act (August 2025): Training data transparency mandatory, AI content labelling required

• South Korea (July 2024): AI avatars have legal identity, defamation laws apply to digital performers

• US Copyright Office (January 2025): Human authorship required - pure AI outputs not copyrightable

• Canada: AIDA died in Parliament (January 2025) - no federal AI law

• UK: Consultation phase, legislation not before late 2026

• Small studios working with global brands (Nike, Coca-Cola) need to prove "commercially safe" for EU/US contracts even if local laws are slack.

For this industry to mature, these need to be addresses. I could only find 4 gen-AI services that provide any sort of water-tight indemnification. Those were only for enterprise level subscriptions.

𝗧𝗛𝗘 𝗣𝗟𝗔𝗧𝗙𝗢𝗥𝗠𝗦 𝗧𝗛𝗔𝗧 𝗚𝗘𝗧 𝗜𝗧:

Pletor - marketing workflows

Luvian.AI - unified suite

Canva - free tools + ecosystem

Adobe Project Graph - I have signed up for beta (hint)

𝗧𝗛𝗘 𝗕𝗨𝗕𝗕𝗟𝗘 𝗥𝗘𝗔𝗟𝗜𝗧𝗬:

OpenAI loses $2.25 per $1 earned. 90% dead by 2028.

𝗔𝗗𝗩𝗜𝗖𝗘:

1. Talk to actual agencies, holistically shadow them

2. Sell while hot OR acquire competitors

3. Integrate or die: partner with Asana, Stockpress, Ziflow