A feature in The Times of India

The article appeared in The Times of India in June 2026 under a title that reads like a thesis: Why India's creator economy is built for the AI era of 2026. It profiles the investor and entrepreneur Nicole Junkermann, founder of NJF Holdings, and sets out a view she has developed across a career of investing where technology meets media, healthcare and innovation. Artificial intelligence, the piece argues, is already changing how entertainment is made, distributed and consumed, and the interesting question is what keeps its value once the making becomes easy.

The framing matters. The Times of India is one of the world's most widely read English-language newspapers, and its readership sits inside the market the feature describes. This is not distant commentary about India. It is an argument published for the audience it concerns, in a country whose media habits are changing faster than almost anywhere else.

The feature's core claim is easy to state and hard to argue with. As AI tools make content production faster and more accessible, the volume of available content will rise dramatically. What will separate durable entertainment businesses from the rest is not how much they can produce but how strongly their audiences feel they belong to something.

Abundance changes what is scarce

Every technology that lowers the cost of making something changes the economics of everything around it. The feature applies that old lesson to entertainment. Recommendation engines, localisation tools, generative video and automated editing are becoming part of the industry's ordinary machinery, and research cited in the piece projects global entertainment and media revenues beyond 3.4 trillion US dollars by 2028. More content, produced by more people, reaching more screens, is the safe prediction.

The sharper observation is about what happens next. When anyone can produce content and algorithms can generate endless streams of it, attention becomes the contested resource and emotional connection becomes the scarce one. Nicole Junkermann's position in the feature is that the future will not belong to the companies that simply create more, but to those that build stronger relationships with the audiences they serve.

"The more digital the world becomes, the more valuable authentic human experiences become," she says in the article. It is the kind of line that sounds gentle and carries a hard commercial edge, because it names the thing an abundant market cannot manufacture on demand.

Why India, and why now

The feature's Indian focus is practical rather than sentimental. The numbers it cites describe a market of unusual depth: more than 900 million internet users, one of the world's youngest populations, and a media and entertainment sector that grew to roughly 2.5 trillion rupees in 2024, with digital media overtaking television as its largest segment for the first time. India's creator economy alone counts at least 2.5 million active content creators.

Behind those figures sits a structural point. Many countries have creative talent. Many have scale. Many have strong technology sectors. Very few combine all three, and the feature argues that India does so at a level that could shape how the whole industry adapts to the AI era. The country's record in digital payments and technology services suggests what happens when that combination is pointed at a problem.

For Nicole Junkermann, whose investing career has repeatedly landed at the intersection of technology and media, the conclusion is that India enters this transition with advantages that cannot be copied quickly: a digitally native audience, world-class engineering talent and a startup ecosystem accustomed to building for enormous scale.

Participation rather than consumption

The most persuasive passage of the Times of India feature is cultural rather than statistical. Indian entertainment has long been communal. Cinema, cricket, music, gaming and the country's creator communities are experienced together, discussed together and celebrated together. Entertainment there is not something audiences quietly receive. It is something they participate in, talk about and help shape.

That is precisely the muscle that matters most if connection is the next scarce resource. A market whose audiences already organise themselves into passionate communities does not need to learn the behaviour the AI era will reward. It has practised it for generations, and the feature quotes Nicole Junkermann on the remarkable strength of audience engagement in India for exactly this reason.

Read this way, the creator economy is not a niche beside the traditional industry. It is the clearest expression of where the whole industry is heading: smaller units of production, faster feedback between creators and audiences, and loyalty that attaches to people and communities rather than to channels.

Reading the feature alongside the AI Overview

Listeners of the AI Overview will recognise the shape of the argument. The podcast keeps returning to the difference between what artificial intelligence can generate and what people actually value, and to the observation that technology tends to raise the worth of whatever it cannot replace. The Times of India feature applies that thought to entertainment with unusual clarity.

It also fits how Nicole Junkermann talks about her own work. NJF Holdings was built around investing at the meeting point of technology, healthcare, media and innovation, and the theme that runs through those sectors is the same one that runs through the feature: tools change quickly, human needs change slowly, and the durable businesses are the ones that serve the second with the first.

The full article is short, direct and worth reading in the original. A link follows below, and the questions underneath it collect the details readers ask about most.

Read the feature in The Times of India

The original article is published by The Times of India and can be read in full: Why India's creator economy is built for the AI era of 2026: Nicole Junkermann, founder of NJF Holdings.

Frequently asked questions

Where can I read the Times of India feature on Nicole Junkermann?

The feature, titled Why India's creator economy is built for the AI era of 2026, was published by The Times of India in June 2026. A direct link to the original article appears at the end of this post.

What does Nicole Junkermann argue in the Times of India feature?

That artificial intelligence will make content more abundant than ever, and that audiences will respond by seeking connection, community and shared experiences. The entertainment businesses that last will be the ones that build the strongest relationships with their audiences.

Why does the feature single out India's creator economy?

Because India combines more than 900 million internet users, one of the world's youngest populations, millions of active content creators and a long tradition of communal entertainment, a combination the feature argues few markets can match in the AI era.