Streaming’s Next Battleground Isn’t Content. It’s Commerce | Founders Form Podcast

Streaming isn’t just about subscribers anymore — it’s about commerce. In this episode, Rishi Nair, CEO and co-founder of Diddo, breaks down how video commerce is transforming the way we shop and connect with brands.

Rishi shares why the emotional journey of commerce matters, how personalization reduces churn, and why sports rights are the secret weapon for streaming platforms. We dive into the evolving role of AI in media and commerce, from the promise of personalization to the pitfalls of AI influencers struggling to build real communities. We also tackle the AI market’s bubble, what it means for founders, and how Diddo is positioning itself as the underlying technology for social commerce, turning culture into commerce and solving real problems for brands and consumers alike. Think of this episode as a blueprint for the future of media, commerce, and AI.

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TIMESTAMPS:
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‍00:00 Introduction to Diddo and Rishi Nair
‍02:23 The Emotional Journey of Video Commerce
‍05:23 Why Brands Need Diddo
‍08:21 Personalization and Retention in Streaming
‍10:35 Monetizing Old Content vs. New Programming
‍12:15 The Streaming Wars: Consolidation and Competition
‍13:55 Consumer Dollars: Social Commerce vs. Traditional Media
‍16:13 AI and Media: Realities vs. Hype
‍21:45 The Future of AI in Commerce
‍24:16 The AI Bubble: Valuations and Market Dynamics
‍29:03 Diddo's Unique Position in the Market
‍30:41 Quickfire Questions on AI and Media