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GMoromisato 2 days ago

I don't know if this is going to work, but at least they are skating to where the puck is going to be.

The new model will be something like:

1. A content creator creates a web site and uses Cloudflare.

2. AI companies pay Cloudflare to allow them to scrape content.

3. Cloudflare gives a cut to the content creator.

4. Users pay AI companies and get their questions answered.

A few observations/predictions:

* If this works, there will be competitors to Cloudflare (AWS, Microsoft, etc.) who will offer better terms to content creators. Content creators can then (easily) switch to whichever reverse-proxy has the best terms.

* Media companies will transform into Cloudflare competitors, aggregating content and monetizing by selling to AI. Their pitch will be that the content will be more curated than Cloudflare. Their brands might survive if the AIs pass the source of the content all the way to the user. For example, the AI says something like, "According to a BBC contributor....". Otherwise, media brands will no longer be known to consumers (only AI companies will care).

* If this works, AI companies will try to cut out the middle-man by building their own ecosystem of content creators.

* As more and more people get their answers directly from AI, it will be easier to sell content directly to AI companies. I.e., instead of publishing something on the open web and relying on Robots.txt to protect your content, you will sell content straight to the AI company. NOTE: If this happens, then the only way this will scale is if the AI itself decides which content it wants to buy for the next training run.

* At the limit, the web and everything about it basically disappears. Everyone gets their content directly from an AI and never visits a web site directly. Therefore, web sites disappear and all that's left is the HTTP protocol, which is used by AI clients to talk to the AI cloud.