Media on the incumbent web is in crisis. It turns out that paying publishers for clicks, endless loops of “content” and ads, all served on platforms far beyond their maximum-viable scale is ideal for misinformation, disinformation and the decay of trust.

The Paywall Opportunity

Consumer growth of these platforms isn’t the only market force at play. As AI adoption grows, publishers are moving to harder and harder paywalls, pushing for direct deals with the model providers to access their content. This has and will create a content vacuum—something anyone who has used ChatGPT Deep Research has certa

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