Investor overview · private beta live
Streaming has fragmented the watching experience.
pangolinRC works to give the audience back the shows they love, regardless of what service they're on.
pangolinRC works to give the audience back the shows they love, regardless of what service they're on.
As everyone optimizes for the YouTube algorithm, the starts and the time-in-app are held by the streamer, and the content producer if they're lucky. But streamers drive for time-in-app the way any number becomes the target once you measure it, Goodhart's Law in effect. No one is looking out for the quality of the content, or the finish.
Progress lives inside each streaming app in isolation. There's no cross-service "where am I" for a household, let alone a group.
Every tracker defaults to one viewer. Watching in a home is a matrix of family members: a partner, a kid, a friend with no account and never will have one.
Recommendation feeds are always compromised by the service they're on. If the next best show for a viewer is on another streamer, they'd never see it.
The whole app is a 3D cube: six faces, one for each job. Navigation is an iPod-style click wheel because that gesture already means "browse, don't type." Pierre sits at the center: a keyboard- and voice-driven AI chat host who knows what you're watching and helps you decide what's next.
The latest drops: async, timecoded co-viewing conversation.
The show list. Decide what to watch, cross-service.
Your host. Chat- and voice-driven, keyboard native.
Account, devices, and the room you watch with.
Your viewing history: a real per-episode rank, not a star.
Get in on it: the join / discovery surface.
Pierre isn't a chat window bolted onto a catalog. He's a character with a face and a voice who happens to be an LLM underneath, with a human-to-human hook, not just a bot answering queries.
Every other layer of streaming, the catalog, the playback, exists for itself, a black box built by each streamer for its own service. That's a commodity a bigger company can replicate in a quarter. What pangolinRC compounds is the one thing that isn't game-able: real per-viewer logging, tied to a real person, a version of viewing data nobody else is collecting cleanly.
Early and real, a live product open to a small Founder's Circle cohort, if you want to see the product.
Every figure above is a shipped milestone, not a projection. Detailed user-count and cohort metrics are shared directly with interested investors.
The freeze that shipped 1.0.1 clean is lifting for one deliberate theme: the room.
Real watching is rarely solo, and co-viewers often have no account and never will. Next up: an accountless room-roster concept that Pierre can read and factor into answers, promotable to a real account later.
Give Pierre conversations their own data model, the full back-and-forth and not a single flattened row, so response quality can be tracked and improved over time.
Bootstrapping built the product and will keep it sharp and continuously developing. That part doesn't need outside money. What does: turning that habit into a demographically representative cohort of the US streaming and linear TV audience, large and diverse enough to produce measurement the industry can actually trust. That's a subsidy problem, not a product problem, and it's the same capital problem every real measurement panel, Nielsen included, has always had to solve.
Partial streaming costs, covered for cohort members selected to mirror the real market, not just whoever downloads the app. In exchange: an honest, hard-to-game signal from actual watch patterns, not a self-reported diary.
As Pierre and the click wheel make logging closer to ambient than effortful, the subsidy needed to keep a panelist engaged goes down, while the value delivered back to them keeps going up.
The subsidy is the up front cost. The data gets licensed to an industry that badly needs honest measurement across platforms.
Aggregation theory says the leverage sits with whoever owns the user relationship, not whoever owns the content.
Enough people think about content, pangolinRC obsessively champions the audience.
It's the pure play Roku almost made, but Roku made content too. This year Roku agreed to sell to Fox for $22 billion, a deal expected to close in 2027.
Apple TV and Amazon Prime offer device driven plays of their own, but they have a vested interest in pushing their own content.
That's the position a bundle eventually gets negotiated from, on the demand side. HBO Max riding inside a Disney+ relationship, say, instead of the supply side making that call.
Our own read on aggregation theory. Not a quote from Ben Thompson or anyone else.
Ted Willett is a TV marketing professional with 20 years across the industry, from Bravo to Disney. He's carried this concept for a decade. It took until this year and last for vibe-coding tools to get advanced enough to let him pull off the bootstrapped proof of concept he's proud to share.
Unlike most B2B-turned-B2C plays, Ted's love of serialized TV keeps him a genuine consumer of the product he's building, which is what's let him bootstrap the B2C play himself rather than needing a team to fake the taste for it.
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