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Prediction: repeat business will be low and service will have a reverse viral effect where the more people have used it, the less special it will seem. Fad will die out in a year.



Cameo long term business is not that. They want to be the an agent/operator layer to monetize the fame of those “celebrities”.

Celebrities bring their distribution (followers) and Cameo gives them the toolS to monetize. They have teased upcoming features like merchandise which is not a surprise since many artists make a lot of money from merch nowadays.

If you think about it, it makes perfect sense. A random Instagram celebrity is probably not great at finding branded deals or creating a e-commerce to sell merchandise. They probably don’t have the skill time and/or talent.

Cameo is also likely a challenger to something like Patreon since they have created a transactional 1-1 model that can be easily converted or repurposed into a Patreon type of model.

Last but not least, Cameo is getting a massive influx of data about the value of influencers. They have the opportunity to help people monetize what Instagram or YouTube can’t currently monetize which are mentions or sponsored content.

This also makes them an interesting acquisition target just on the merits of the relationship that they are trying to build with those influencers.




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