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

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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 advertising with ATT
• Microsoft is disrupting search with ChatGPT (and OpenAI)

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