They 100% want to be the English version of Hololive. It's a general rule in business the smaller younger businesses are more nimble and something we've definitely seen the last two years with the likes of Phase and Idol able to snag multiple sets of talents between one single HoloEn gen. The outlay in terms of VC isn't really that much, compare to setting up a small store for example: a vtuber's assets are far cheaper and the cost of a whole gen is less than the cost of inventory and renovations needed to run a convenience store.This worries me. They are going to oversaturate the market and start cannibalizing from their existing talents if they don't do things right.
I think Aviel sees this as an opportunity to establish something now while the market leader is dragging their heels, and for the small companies that actually maintain their talent we've seen surprisingly little movement of talents out of them. The nightmare of course is you can't establish a decent fanbase of your own and are eternally seen as second rung stepping stone to Hololive.
I think they're looking to replace niji in the medium term as the go-to nonHolo option. If the upcoming graduations from nijisanji prove true, I can see somewhat of a scenario where Aviel begins creeping and indenting in more and more, either pushing through with the shorts in youtube like Rin did or thru coomer-baiting like Yuko's doing. There are more options obviously.
Idol isn't oversaturating the market.
All the corps and indies are oversaturating the market.
What Aviel is trying to do is making his corp big enough that when a market contraction happens, it can survive and maybe even siphon off viewers from collapsing corps (again).
The right choice, IMO.
It's one thing to shotgun when you're running 100+ talents.
At less than twenty, further and quick growth is necessary to get the slice of life feel that gets people invested in the corp, rather than just individual talents going.
Doesn't explain ES, mind you. That's probably just Aviel going "WACTOR sucks and nobody else is trying, might as well give it a shot." Which honestly, is what he has already done before with HE.
I feel he's definitely targeting the areas where Holo is strong but not fully filling demand. The blatant coom-baiter, the shorts spammer, that all makes sense. ES is a good example of a perceived demand, which someone like Wactor has kind of proven, that the big companies move too cautiously to fulfill.
At some point the company will have its reckoning where they are moving too fast and have to slow down and develop processes. Whether it's some kind of internal drama bomb, poaching of talent to Holo/Niji, or the kind of copyright apocalypse that Holo barely survived, I'm certain that's coming for the small En corps. But the general startup business playbook is to push like crazy until you're forced to slow.