Given that Google makes 85% of revenue from ads, and AI will make ads disappear, adtech company has huge incentive not to slit its own throat, but has no choice.
How they gonna maintain that ARPU? The whole economy is being held up by some unpriced asset somewhere. Once PE finds it, we are all cooked.
How they gonna maintain that ARPU? The whole economy is being held up by some unpriced asset somewhere. Once PE finds it, we are all cooked.