Thesis Briefs · watch

Consumer AI in SEA — especially wellness, self-knowledge, and clinic delivery — is a real lane. This corpus barely feeds it.

Marks

2026-03 · hold · backfilled

Thin lane.

2026-04 · weaker · backfilled

No new regional consumer signal.

2026-05 · weaker · backfilled

Still unfed.

2026-06 · stronger

Ollie / family-ops flicker.

2026-07 · hold

Hormozi med spas + Fable; both US.

2026-08 · hold

Cooking visual was a prompt, not a lane.

Evidence