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E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
All-In with Chamath, Jason, Sacks & Friedberg
TAC 2.0: Licensing deals and startups in the AI space
Licensing deals in the AI space have evolved from paying for search to now paying for data for model training, as seen in the transition from TAC 1.0 to TAC 2.0. Startups with unique and valuable training data can benefit from these deals, like Reddit's $60 million agreement with Google. TAC 2.0 offers entrepreneurs the opportunity to license and sell their unique data, creating a new revenue stream. This advancement is expected to significantly impact content and community-based industries, potentially assisting in sustaining content creation in an era where traditional advertising struggles.
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