More or Less #96: Google & Meta on Trial, Tesla, AI & Media
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Apr 25, 2025 Dive into the chaotic world of tech as the hosts tackle Google and Meta's courtroom drama, exploring the implications for the ad economy. From the concept of 'zombiecorns' to OnlyFans rising as a powerhouse, there’s no shortage of intrigue. Explore how AI is reshaping media economics while Tesla faces stock fluctuations influenced by market narratives. Plus, a humorous look at unconventional financial arrangements surrounding billionaires and an animated discussion on innovative incentives to boost America’s birth rate!
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Big Tech Antitrust Unfolding
- The Google antitrust trial focusses on potentially forcing divestitures in search and ad businesses, indicating major market shifts could come.
- Meta faces a tougher challenge with the government revisiting old acquisitions, though the case is less likely to succeed.
Media Ad Revenues Collapse
- Advertising revenue for internet media companies is collapsing drastically due to LLM-driven changes.
- Subscriptions remain strong, highlighting a shift in how media monetizes audiences.
LLMs Disrupt Media Business
- LLMs disrupt media by allowing quick research and data access, threatening traditional databases like PitchBook or Crunchbase.
- Publishers risk disintermediation if they hand over IP/data to AI without building their own experiences.