After Earnings

Morning Brew

Curiosity Inc. CEO Clint Stinchcomb On the Pivot to AI Licensing

SEP 21, 202635 MIN

Description

Curiosity Inc. CEO Clint Stinchcomb joins Ann Berry to lay out his streaming company’s business structure and plan. And why the documentary-heavy platform is pivoting from a subscriber based business to an AI Licensing based business. Ann and Clint discuss what the market looks like for AI licensing and how investors are reacting to the change in strategy. 0:00 – Intro 1:30 – Curiosity Inc.'s business model: subscription + licensing 4:20 – Who needs AI training data 5:44 – Demand for raw/unedited video 7:23 – Content library examples: Attenborough, nature/wildlife docs 10:17 – What "ethical sourcing" and chain of title mean 14:41 – Subscription vs. licensing revenue mix, investor concerns 19:20 – Independent creators seeking licensing deals 22:10 – Why raw/HDR footage is valuable for training 23:56 – 2026 guidance 25:06 – Team strategy & AI productivity 30:49 – Life as a public company post-SPAC 32:32 – Closing remarks After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to ⁠https://www.afterearnings.com⁠ Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: [email protected] $CURI