Brilliant framing of the AI bubble splitting into headline hype vs actual behavioral stickiness. I've seen this pattern play out at enterprise level where theinitial AI pilot gets massive boardroom excitement but then quietly dies becuase nobody actually changed their workflow. The insight about ad-supported becoming the default rather than a tier is where things get really interesting though, its basically reversing a decade of consumer conditioning around paying for premium experiences.
History is repeating, everything was ad free then not. I doubt this will keep up, we’ll grow tired of ads again. Also because supply > demand, ad revenues won’t be sustainable for some, price increases will follow, some ad-supported only services will fold.
Brilliant framing of the AI bubble splitting into headline hype vs actual behavioral stickiness. I've seen this pattern play out at enterprise level where theinitial AI pilot gets massive boardroom excitement but then quietly dies becuase nobody actually changed their workflow. The insight about ad-supported becoming the default rather than a tier is where things get really interesting though, its basically reversing a decade of consumer conditioning around paying for premium experiences.
History is repeating, everything was ad free then not. I doubt this will keep up, we’ll grow tired of ads again. Also because supply > demand, ad revenues won’t be sustainable for some, price increases will follow, some ad-supported only services will fold.