publishers

4 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 27, 2023 by David Friedberg · across every show →

Everything said about publishers, oldest first

Jan 27, 2023 negative

Prediction Not checkable as stated

Friedberg: Breaking up Google's ad business will cause publishers to earn less

“And if you try and break this up, and if you actually do try and, you know, get into the weeds of this whole system and change it, the publishers ultimately will make less money.”

David Friedberg Jan 27, 2023 ▶ 11:06 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more

Feb 11, 2023

Prediction Partly held up

Palihapitiya predicts publishers will block non-paying AI agents from their content

“So this is going to happen for these agents. It's unrealistic to expect that it won't.”

Chamath Palihapitiya Feb 11, 2023 ▶ 54:20 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

Feb 11, 2023 neutral

Assertion Partly supported

Friedberg: Google AdSense pays out 70 cents per dollar to publishers

“First off, like Google today, just so people know on AdSense is typically paying out 70 cents on every dollar to the publisher.”

David Friedberg Feb 11, 2023 ▶ 54:39 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

Apr 14, 2023 bullish

Prediction Not checkable as stated

Friedberg: AI platform tooling will generate multi-hundred billion dollar markets

“Now, from a business model perspective, I don't think that publishers are really the play anymore, but I do think that platforms are going to be the play. And the platform tooling that enables the individuals to do this stuff and the platform tooling that enab…”

David Friedberg Apr 14, 2023 ▶ 34:48 E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

publishers

Everything said about publishers, oldest first

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