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Why The Answer Is So Often Ads
The distribution channels that underpinned the rise of today’s Internet giants have dried up. Google, Facebook, and Amazon serve as a triopoly that dominates online advertising. The three accounted for 90% of US digital advertising in 2020, up from 80% in 2019. The arbitrage that once existed on these platforms has more or less disappeared and CPMs... See more
Talia Goldberg • Distribution and conversion models for consumer startups
Broadly, the line between excludable and non is the line between where subscriptions vs. ads reign as business models.
Antonio Garcia Martinez • The Glory of Achievement
Ezra Klein asks: what comes first? the design of the internet, or what advertising needs on the internet? Tim Hwang think there is a deep path dependence in funding of platform companies. We have religious faith that if you aggregate a lot of attention online you will become the next Google/Facebook. We don't have a lot of examples of subscription
... See moreTim Hwang • Opinion | How the $500 Billion Attention Industry Really Works
How will these companies monetize? A fundamental premise behind the argument that ChatGPT will make Google obsolete is that an ad-based model doesn’t work in a chat-based world. Talia Goldberg noted this potential, saying, “What could be damaging [to Google] is a potential interface shift that moves the industry away from pay-per-click ads a
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