I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. art-bin.com/art/omodest.html
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On a long enough timeline, everyone sells ads wsj.com/articles/apple-looks…
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ads appear while agents generate code. ADS APPEAR WHILE AGENTS GENERATE CODE. 🚀
𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗞𝗼𝗮𝗵 𝗮𝗱𝘀 𝗳𝗼𝗿 𝗰𝗼𝗱𝗶𝗻𝗴 𝗮𝗴𝗲𝗻𝘁𝘀
Built to turn dead time into a revenue line.
• Ads appear while agents generate code, run tests, or work through the next step
• Designed for the command line, not adapted from a display ad
• Interactive, so developers respond with keyboard controls without leaving the terminal
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Airbnb has unique supply so is more insulated from agents going direct to the supplier.
Also: "Airbnb Inc. is testing taking a smaller cut of rental fees from hosts, seeking to fight back against a trend of customers booking directly outside of its platform."
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I wonder if there’s a lesson here about speed of diffusion. It was clear to everyone by at least 2021 that selling advertising against your own aggregated audience was feasible & profitable. Walgreens did it! But it’s 2026 and major global companies are only now launching RMNs.
On a long enough timeline, everyone sells ads wsj.com/articles/apple-looks…
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maybe we should muse on this topic some more
This is a much longer topic, but taken to an extreme, an intelligent personalized agent effectively minimizes search costs and renders much of supply aggregation and onsite advertising useless. On a long enough timeline, everyone sells ads, but what if there's no one to sell to?
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“In short, these middleware Aggregators do have utility for agents today; their position does seem fundamentally more fragile going forward, however.”
9-23-2026 ($)
•More on Muse, Amazon, and Walmart
•Muse and Expedia
•Whither Google?
stratechery.com/2026/more-on…
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There was, to me, a very funny part of Jeff Dean’s appearance on Dwarkesh when he says “I would love a model that has access to all my emails, all my documents, and all my photos”. I thought at the time boy what company has the right to build that?
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I’ve always wondered how Driscoll’s came to dominate berries. They control 1/3 of the market including 60% of organic strawberries, 46% of blackberries, 14% of blueberries, and all the raspberries.
Interestingly it turns out they are actually an IP licensing and marketing firm.
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Driscoll’s Gave China Its Blueberries—Then China Swiped the Secret to Growing Them wsj.com/business/driscolls-b…
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“Avocado toast is over. Jam-slathered brioche is done. It’s pancakes’ time.” 🔥🔥🔥 nitter.net/megmccarron/status/988…
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Every civilized person knows you order table pancakes. Then you can go sweet and savory. Come on this is not a meme this is standard operating procedures.
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Many people are saying it
“I always get pancakes for the table. Unlocks the whole menu. It’s the best. Everyone who steps into a diner is thinking in their head, ‘should I do pancakes?’ But you don’t wanna just do pancakes, but you’d eat pancakes. So you get the pancakes for the table” -Big Cat
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