Mar. 19 at 4:49 PM
Marginal cost of synthetic content is collapsing toward zero—soon nearly all media (text, imagery, audio, & video) will bear AI's imprint.
This convergence will/has unleashed an extraordinary surge in both volume & quality
Yet such profusion inevitably devalues the merely abundant
AI commoditizes the mechanics of production while ennobling the irreplaceable facets of human expression
Curation emerges as the indispensable counterforce to AI's content deluge
$RDDT human-community edge gives it the clearest moat against the flood
$META has massive scale & network effects, but its algo-heavy curation faces bot/AI slop issues (20-30% bot traffic in spots)
$GOOGL remains overarching winner in this era b/c it controls the primary gateway to info: search & broadly curates the internet
$NFLX $PSKY