The opportunity's definitely there! The companies that serve most ads have been developing the ASICs and infra for years: Meta, Google, Microsoft, Amazon, Twitter/xAI.
The channel for the future of AI-generated and assisted content and all the intent data, including conversational and transactional data, will be on mobile with dynamic interface tools that drive engagement and commerce. Virgin data. And with Web2/3, data will be owned and monetized for the user/owner. And new social graph tools that collect all of this extremely valuable data that is needed for LLM and VLMs. But what is needed is the marketplace and business/revenue models that haven't been thought of yet. Nobody can imagine until they see it or have thought it. Until now. Hint: It will be via tokenization. I invented it and will build it.
Hi Gene, thanks for your thoughtful reply. I don’t see a reason stopping meta, google, openai, anthropic from monetizing your data the same way they’ve already done (without your consent).
Yes, you mention transactional but I highly doubt consumers will allow advertisers to use that kind of data.
Yes, you are. A decentralized front-end for the user. They will own their privacy, data, and user-generated content, not the current centralized players like Meta, and Instagram or the p2p payment apps like Venmo and Musk's soon-to-announce X payments. Consent will come from the user. It's their data. The amount of money these companies make from your data is mindblowing. Now, that will change. Users/owners will reclaim ownership of their personal asset values. They can't imagine this power until they see it. The incumbents won't get it, just like the Democrats don't understand why they just lost. Thanks for being curious. Most people can't see the forest for the trees.
The opportunity's definitely there! The companies that serve most ads have been developing the ASICs and infra for years: Meta, Google, Microsoft, Amazon, Twitter/xAI.
There's a lot of stats in this article, do you have any credible sources for all them? I'd really like to look into them myself.
Some of the sources are public and some are private from people building in the space. DM me and I’ll send you the public sources
The channel for the future of AI-generated and assisted content and all the intent data, including conversational and transactional data, will be on mobile with dynamic interface tools that drive engagement and commerce. Virgin data. And with Web2/3, data will be owned and monetized for the user/owner. And new social graph tools that collect all of this extremely valuable data that is needed for LLM and VLMs. But what is needed is the marketplace and business/revenue models that haven't been thought of yet. Nobody can imagine until they see it or have thought it. Until now. Hint: It will be via tokenization. I invented it and will build it.
Hi Gene, thanks for your thoughtful reply. I don’t see a reason stopping meta, google, openai, anthropic from monetizing your data the same way they’ve already done (without your consent).
Yes, you mention transactional but I highly doubt consumers will allow advertisers to use that kind of data.
Am i missing something?
Yes, you are. A decentralized front-end for the user. They will own their privacy, data, and user-generated content, not the current centralized players like Meta, and Instagram or the p2p payment apps like Venmo and Musk's soon-to-announce X payments. Consent will come from the user. It's their data. The amount of money these companies make from your data is mindblowing. Now, that will change. Users/owners will reclaim ownership of their personal asset values. They can't imagine this power until they see it. The incumbents won't get it, just like the Democrats don't understand why they just lost. Thanks for being curious. Most people can't see the forest for the trees.
Its a bubble. https://www.theinformation.com/articles/openai-shifts-strategy-as-rate-of-gpt-ai-improvements-slows?offer=ab-25
I think you may find my recent post interesting https://chrisbora.substack.com/p/the-ai-bubble-is-about-to-pop-heres