- Bilibili started as an Anime, Comics, and Games (ACG)-focused video platform, popular among young people (Gen Z) in China.
- It has now moved outside of the ACG niche, and is well on its way to becoming the "YouTube of China."
- It has also expanded outside of video to create a stranglehold on the overall leisure time of Gen Z'ers, by publishing mobile games and streaming live events, among other things.
- If it can successfully execute the "YouTube of China" strategy and maintain its large leisure time-share among Gen Z'ers, Bilibili could be a $200B+ business in a decade.
For further details see:
How Bilibili Could Be A $200 Billion Company In 10 Years