Guys, the Boomers do not give a shit about the price of oil. They’re flush, liquid, and they can’t take it with them.
You are not prepared for the levels of Jimmy Buffet consumption that is completely decoupled from the AI trade.
Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going
- AI Mode is increasingly default Google experience
- AI Mode provides rich info and data in line, less incentive to leave search
- AI Mose incentivizes dialog, Google wants to keep you engaged to serve more ads at each turn
- Google will milk search for as much revenue as possible as they transition from a search company to a cloud service and chip company
- As traffic from humans becomes more scarce this will put Google in an increasingly adversarial position to the rest of the internet
- This is a massive headwind to all media type companies who are not destinations
- This is a massive headwind to all content-driven go-to-market motions especially in the SMB. You have seen companies like HubSpot and https://t.co/VXqYR5hpCy get crushed by this funnel collapse
We are entering the end game - a knife fight for the remaining and dwindling volume of human traffic on the internet
I like how you can actually see Spider-Man & The Odyssey finally push movie theatre sales above pre-COVID levels* in the most recent GDP data
*(well, at least before you adjust for inflation)
@GusSaltonstall DOB makes it too way too burdensome to turn over commercial storefronts + tax policy allow CRE landlords to be apathetic towards vacancies
+ "you know what i'd really like?"
- "tell me"
+ "a website"
- "...we can do a website"
+ "a real website, not some claude generated neon slop, a real website"
- "i'll make you a very good traditional handmade website, one that is built with dozens of snippets from stackoverflow"