No disagreement here lol. E.g. Target knows you are pregnant before you do [1]. That being said I think AIs are a whole new level of invasiveness because people tend to trust them like a human.

Here’s a prediction: the true AI moat will be owning the “AI friends” of the masses: a trusted coworker, therapist, personal music artist, or even just something to talk to. The moat comes from the fact that these “friends” will deeply understand the user and the users will want to “take them along” with their entire life (they’re useful!). So people will get “locked in” to their AI “team” which is only available via one of the major AI labs. And in turn, the AI labs parasitically will understand everything about the way you live and think at a level that traditional ad trackers could only dream of.

Sama has alluded to this in interviews for a long time. He stated a year ago [2]:

> The way that I think of it is that most people will want to have one AI service, and that needs to be useful to them across their whole life. And so you’ll use ChatGPT, but you’ll want it to be integrated with other services and so you need to have other apps inside of ChatGPT. We need to have an API business, because you will want to be able to sign in with OpenAI into some service that someone else has built, and you’ll want the kind of continuity of experience and you’ll want it to still know you and have your stuff and know what to share and what not to share. So we want to build this AI helper for people and that’s going to have to — there’s a few pieces that have to fit into that.

[1] https://www.nytimes.com/2012/02/19/magazine/shopping-habits....

[2] https://stratechery.com/2025/an-interview-with-openai-ceo-sa...