AI will kill SaaS moats and thus revenue. Anyone can build new SaaS quickly. Lots of competition will lead to marginal profits.
AI will kill advertising. Whatever sits at the top "pane of glass" will be able to filter ads out. Personal agents and bots will filter ads out.
AI will kill social media. The internet will fill with spam.
AI models will become commodity. Unless singularity, no frontier model will stay in the lead. There's competition from all angles. They're easy to build, just capital intensive (though this is only because of speed).
All this leaves is infrastructure.
Not following some of the jumps here.
Advertising, how will they kill ads any better than the current cat and mouse games with ad blockers?
Social Media, how will they kill social media? Probably 80% of the LinkedIn posts are touched by AI (lots of people spend time crafting them, so even if AI doesn't write the whole thing you know they ran the long ones through one) but I'm still reading (ok maybe skimming) the posts.
> Advertising, how will they kill ads any better than the current cat and mouse games with ad blockers?
The Ad Blocker cat and mouse game relies on human-written metaheuristics and rules. It's annoying for humans to keep up. It's difficult to install.
Agents/Bots or super slim detection models will easily be able to train on ads and nuke them whatever form they come in: javascript, inline DOM, text content, video content.
Train an anti-Ad model and it will cleanse the web of ads. You just need a place to run it from the top.
You wouldn't even have to embed this into a browser. It could run in memory with permissions to overwrite the memory of other applications.
> Social Media, how will they kill social media?
MoltClawd was only the beginning. Soon the signal will become so noisy it will be intolerable. Just this week, X's Nikita Bier suggested we have less than six months before he sees no solution.
Speaking of X, they just took down Higgsfield's (valued at $1.3B) main account because they were doing it across a molt bot army, and they're not the only ones. Extreme measures were the only thing they could do. For the distributed spam army, there will be no fix. People are already getting phone calls from this stuff.
> AI will kill SaaS moats and thus revenue. Anyone can build new SaaS quickly.
I'm LLM-positive but for me this is a stretch. Seeing it pop up all over media in the past couple weeks also makes me suspect astrofurfing. Like a few years back when there were a zillion articles saying voice search was the future and nobody used regular web search any more.
AI models will simply build the ads into the responses, seamlessly. How do you filter out ads when you search for suggestions for products, and the AI companies suggest paid products in the responses?
Based on current laws, does this even have to be disclosed? Will laws be passed to require disclosure?