155 - The Vertical Drama Hype Machine: What's Real and What's Bullshit

Jay and Tony unpack the gold-rush nonsense currently flooding the microdrama business, where every headline has a higher number than the last, and everyone suddenly owns a calculator from Fantasyland.

 

They dig into the "$150 billion market" claim, how ad spend can shove AI-driven apps up the charts and make it look like a movement, and what is actual business versus beautifully packaged delusion. Along the way, they question whether big names play, and if names like James Franco are real audience drivers or just expensive trade-press confetti.