Tyler Press

Ex-Investment Banker → Corporate Development at Spin Master (TSX:TOY) Sharing insights on M&A and Corporate Strategy

[Tyler Press @ty_press]

Every deal tells a story - about management, strategy, and where the world is going. After years in investment banking and now corporate development, I share daily insights on M&A, venture capital & the business of play

[Tyler Press @ty_press]

The most important takeaway from the kids content landscape today: YouTube is not just discovery anymore.

It is the primary distribution layer for global kids IP. Studios that treat it as marketing instead of infrastructure are being left behind.

https://t.co/Y4Rt88gfWi

[Tyler Press @ty_press]

Before the Industrial Revolution, the practical solution was to go around the mountain. After it, the solution became to go through it.

AI is creating the same shift for knowledge work. Problems that once required years are becoming solvable with imagination and the right tools.

[Tyler Press @ty_press]

Creator → Brand → Destination.
MrBeast turning digital attention into physical experiences marks the next evolution of the creator economy

[MrBeast @MrBeast]

Next week Beast Land our brand new theme park opens!!!! We built custom games modeled after our videos that don’t exist ANYWHERE else and will have the world’s largest prize wall :D

[Tyler Press @ty_press]

The next frontier of kids IP isn’t coming from Hollywood writers’ rooms - it’s coming from creator ecosystems.

Roblox, YouTube, Minecraft…these are the new incubators of billion-dollar kids franchises.

[Tyler Press @ty_press]

Kids used to watch IP. Now they play it, build it, and monetize it.

Roblox is the bridge between fandom and ownership.

[Tyler Press @ty_press]

In the kids’ space, few assets scale across media + consumer products anymore. But K-Pop Demon Hunters has both audience stickiness and merch potential. Exactly the kind of IP strategics are looking for

[Tyler Press @ty_press]

The next frontier for AI is not just building smarter tools, it is building wonder.

Kids will not just consume AI experiences, they will create with them.

The companies who earn parent trust while unlocking creativity will define the next decade of play.

[Tyler Press @ty_press]

Labubu might be the best reminder that in consumer culture - delight still scales

[Tyler Press @ty_press]

The next generation of kids’ IP will not start on TV.
It will start on TikTok, Roblox, or YouTube and then it will translate to toys, books, and shows.

[Tyler Press @ty_press]

Parents do not want another screen time babysitter.
They want safe, creative, educational play.
The winners in kids’ consumer balance engagement with trust.

[Tyler Press @ty_press]

A single hit toy can drive $100M+ in sales.
But venture investing is about asking:
Can this be a franchise or is it just a moment?

[Tyler Press @ty_press]

In kids’ consumer venture, distribution is king.
Mass retail, YouTube, Roblox, Netflix…
If you cannot reach where kids already spend time, you cannot scale.

[Tyler Press @ty_press]

The best kids’ products balance fun + developmental value.
If parents feel it is just “fun,” CAC skyrockets.
If they see learning, CAC plummets.

[Tyler Press @ty_press]

Kids move faster than any other demographic.
Yesterday’s hit game is today’s forgotten app.
Sustainable success = content + community + iteration speed.

[Tyler Press @ty_press]

The kids’ market is different.
Parents buy, kids influence.
Winning products win on trust with parents + love from kids. That dual audience is the moat.

[Tyler Press @ty_press]

Price is the easiest lever in negotiations.
Terms are where the real economics hide.

[Tyler Press @ty_press]

The best deals rarely show up in a banker’s book.
They come from relationships built years before you need them.

[Tyler Press @ty_press]

Never forget: the seller has better information than you.
Your diligence job is not to find the truth.
It is to close the gap.

[Tyler Press @ty_press]

Optionality is underrated. One $10M venture bet that unlocks a $500M M&A move later is worth more than a dozen “safe” returns.

[Tyler Press @ty_press]

Ozempic, Roblox, Barbie, Coca-Cola.
All hit-driven businesses.

The question is not are you hit-driven?
It is: how do you create the next one?