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Maybe the AI Hype is Real
People vs Algorithms
Opportunities in Consolidating the Old Web
The speaker highlights that the Open Web, consisting of web servers, ad servers, pages, and an ad model, is on the verge of consolidation due to its inability to economically sustain previous aspirations. This presents opportunities for private equity to consolidate different services like email providers. The speaker emphasizes the emergence of winners who can lead the consolidation of the outdated web, noting a shift towards the web becoming old-fashioned in recent days.
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