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:

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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