More agents browsing the web and people relying on AI summaries -> less revenue for Google Search and Reddit
AI drastically reducing the barrier to game dev -> less users on Roblox
Is that really a thing? AI can make mediocre games for your own amusement, but Roblox is a social experience.
But for sure a lot of businesses are getting disrupted - Adobe and now Google are good examples. Just that Google has quite a lot of areas where it shouldn't be so bad - Android, Youtube, mail & storage, cloud. And AI lets them reduce headcounts which is a very big cost.
But most of Google's income is from search and AI/LLMs are killing it off pretty fast. Maybe they'll try to more forcibly inject ads into the summary output.
There is no future timeline where people are giving away compute for free. Right now we are still in the "Get them hooked" phase.
I do this a lot already, I run the audio through a transcriber and get an LLM to summarise that. I deeply hate watching videos because I have a short attention span (ADHD). I'm really glad I now have the tools to not have to do that anymore. Because some content is only available in video or podcast format.
most of youtube is pop content that doesnt make sense to summarize. Because ppl are trying to get entertained not gain knowledge. take a look at top trending videos.
Which is what everyone wanted right?
[1] https://finance.yahoo.com/markets/article/roblox-ceo-cites-c...