The Internet and Media
The media is fundamentally shaped by the Internet, especially Facebook.
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Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
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Mapping the technology adoption curve to ideas gives insights as to which business models work on which parts of the addressable market.
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It’s trivial to say that the Internet changed media; what is more interesting is unpacking how different types of media were affected, and why — and what might happen to TV.
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YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar
YouTubers are ruling the box office, and it shouldn’t be a surprise: succeeding on YouTube is a much higher bar than the gates that currently govern Hollywood.
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An Interview with New York Times CEO Meredith Kopit Levien About Betting on Humans With Expertise
An interview with New York Times Company CEO Meredith Kopit Levien about human expertise as a moat against Aggregators and AI.
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OpenAI Buys TBPN, Tech and the Token Tsunami
OpenAI’s purchase of TBPN makes no sense, which may be par for the course for OpenAI. Then, AI is breaking stuff, starting with tech services.
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AI and the Human Condition
AI might replace all of the jobs; that’s only a problem if you think that humans will care, but if they care, they will create new jobs.
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Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI
Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay
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The Agentic Web and Original Sin
Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.