4. SO WHAT

today this matters for enterprises.
tomorrow it’ll matter for everyone

because when your apps know you:
what you’ve done, said, wanted, and searched?

Well, you’re not just using the internet.
you’re shaping it as an owner.

And you probably should get value from that

3. The shift:

– data’s getting gated and monetized
– ownership is getting murkier
- incumbents will be moving to monetize their proprietary data
– and value is moving from traffic → to meaning (cloudflare’s “content marketplace” idea is interesting)

2. Why this matters:

everyone’s building AI features.

but the real moat isn’t the raw data or the model, but it’s the context.

who owns it (BIG CHANGES HERE COMING) , who can access it, who can make sense of it.

Not all data is made equal, and quality is going to matter a lot more

1. What’s happening:

– cloudflare just declared “content independence day”

AI crawlers are now blocked by default, “pay per crawl” coming

– slack/salesforce are blocking tools like from indexing their data

– atlassian is throttling 3rd-party API access

The toll booths are being built

I’ve used it as an excuse to get out of my comfort zone - this is maybe one of the few great use cases about a “dating app”

The spontaneous nature of these is so…liminal. Maybe you briefly fall in love and that’s beautiful.

Regardless - it’s always a story and you learn so much. That’s living!