The economics of the Internet are changing as the foundational ad-driven model is being disrupted. How will this impact the cost of things we’ve long enjoyed for free on the Internet?

SHOW: 697

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"

SHOW SPONSORS:

• Did you know that 87% of container images in production include a high or critical vulnerability? No wonder prioritization is difficult. Download the Sysdig 2023 Cloud-Native Security and Usage report to dig into the state of cloud and container usage.
• CloudZero – Cloud Cost Visibility and Savings
• ​​CloudZero provides immediate and ongoing savings with 100% visibility into your total cloud spend
• Section is the fastest, easiest and most cost-effective way to run applications across multiple clouds.
• Cloudcast listeners can experience the benefits of unparalleled performance and uptime, plus the ability to scale as needed. There’s no risk to try it out – run one project for free with no credit card required!

SHOW NOTES:

• ChatGPT-style search will cost 10x more for Google, Microsoft
• Stratechery on Apple ATT
• Apple App Tracking Transparency
• Apple ATT change in IOS will have $10B impact on Facebook (Spotify)
• Is streaming really cheaper than the cable bundle?
• Google eliminates free Gmail accounts
• Twitter will start charging for SMS 2FA
• BMW charging monthly for heated seats

THE EVOLUTION OF HOW THE INTERNET WAS PAID FOR

• Original Internet - Funded by the US Gov’t (ARPANET)
• Walled Gardens - AOL, Compuserve
• The Rise of Web Browsers, Search Engines and the Open Internet
• The Rise of Consumer Broadband and Over-the-Top Services
• Advertising as the dominant business model, and building moats

THE DISRUPTION OF THE AD-CENTRIC INTERNET AND ITS IMPACTS

• Google moats for ads/search - Maps, Gmail, Android, Weather, Flights, Stocks, etc.
• Google, Facebook, Amazon, Apple have build huge ad businesses
• Apple is disrupting mobile adver

FEEDBACK?

• Email: show @ reasoning dot show
• Bluesky: @reasoningshow.bsky.social
• Twitter/X: @ReasoningShow
• Instagram: @reasoningshow
• TikTok: @reasoningshow