Owl & Co. put the vertical video economy outside China at $150B for 2026, up from $106B in 2025. At the inaugural summit we launched Phase One of the Vertical Economy Report, the first real map of where the money actually moves in this market. The deals, the buyers and sellers, and the companies quietly building the category. Contributors read the report before it publishes and see cuts of the data that never go public.
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The second half edition lands in early 2027.