Ads are the lazy conclusion.

  • Ads are the lazy conclusion.
    • We're used to money coming from two places: users, or people paying to influence users.
    • We assume ads are the inevitable shape of that second bucket because that's the last 20 years.
    • But ads are the most misaligned version: they monetize interruption at the exact layer that's getting most intimate.
    • The better endpoint is rails: infrastructure that moves context, permissions it, and makes it usable, priced like usage fees.
    • More pull than push. A toll to participate in user-authorized intent.