· 3 min read

▣ Coke Built Santa

Coca-Cola didn’t just market Santa—they built him. Today, brands are repeating the pattern with AI-native talent: owned characters, controlled narratives, measurable influence. The next wave isn’t human. It’s infrastructure.

▣ Coke Built Santa

In the 1930s, Coca-Cola had a winter problem. Nobody wanted a chilled drink when the weather turned brutal. So instead of fighting seasonality, they did something bold: they rebuilt a myth.

Before Coke, Santa wasn’t the jolly red giant we recognize. He was a patchwork of European folklore—sometimes tall and thin, sometimes dressed in brown or green. Coca-Cola hired illustrator Haddon Sundblom to standardize him: warm, round, friendly, wrapped in Coke’s signature red. A character rebooted like a product line.

It worked. Sales rose. But the real insight wasn’t “marketing.” It was IP as demand manufacturing. Coke didn’t sponsor culture—they authored it. They created a character that could work 24/7, never age, never get canceled, and never renegotiate.

The lesson is simple: The strongest brands don’t just advertise. They world-build. And when a brand owns the character, it owns the conversation.

Coca-Cola proved a century ago that when you own the character, you control the story. Today, the same pattern is resurfacing—only now the characters aren’t sketched in oil paint. They’re rendered, trained, and scaled.

Look closely and you’ll see it everywhere. Lu do Magalu pulls in millions a year as a fully synthetic Brazilian retail persona. Lil Miquela books global campaigns without ever stepping onto a plane. Maybelline launches virtual spokesmodels who never miss a posting window, never drift off-brand, never create headline risk. The market isn’t dabbling. It’s reallocating.

Brands are spending billions renting influencers while the top performers are increasingly… artificial.

When compliance hardened and budgets got scrutinized, suddenly the idea of owning your creator instead of negotiating with one feels like the first rational decision in the entire creator economy.

Today’s opportunity is not about building another virtual face. It’s about building the system that turns owned talent into a measurable, repeatable growth channel—identity, governance, content engine, engagement, attribution, compliance.

The brands are ready. Give them the infrastructure.

Read the full playbook here:

Brands spent $24B on influencers with zero IP ownership. Virtual talent infrastructure unlocks the $111B market nobody's productizing.

Full Playbook

From the Vault

VRChat's mobile launch opened mass distribution. Studios still design for headsets. Brands need phone-first worlds—nobody's shipping them yet.

Full Playbook

Burn-away cakes jumped 12,276% on Yelp. Instagram killed third-party AR. Build the cross-platform reveal infrastructure brands need now.

Full Playbook

Read next

📅 Your Calendar Was The Questionnaire

📅 Your Calendar Was The Questionnaire

Airlines spent decades building fare rules to infer whether you were flying on business, because you would never say. A 2026 field study found browse-minded shoppers had 8.6 times the odds of an unplanned buy. One Shopify app just asks: restock or discover.

Startup Heist | Briefings
Startup Heist | Briefings
· 3 min read
❤️ Love Is A Terrible Instrument

❤️ Love Is A Terrible Instrument

A placebo-controlled trial put 58 arthritic dogs on a force plate. Owners saw improvement 39.7% of the time, vets 44.8%, and 46 of the dogs had not changed at all. Americans spend $158 billion a year on pets and still have no record of what actually works on a senior dog.

Startup Heist | Briefings
Startup Heist | Briefings
· 3 min read
🔨 The $435 Hammer

🔨 The $435 Hammer

The Pentagon paid $435 for a $15 hammer, and nobody overcharged anyone. The number came from how the invoice was built. Three wedding caterers do the same thing to the same event, which is why a $59 quote auditor sits on top of a $34,000 purchase.

Startup Heist | Briefings
Startup Heist | Briefings
· 3 min read
New startup opportunities, ideas and insights right in your inbox.