Jason Lemkin
๐ค SpeakerAppearances Over Time
Podcast Appearances
You know, early on when there was only a few paid links, you remember on the side, it was like, okay, that was marginally additive.
Now, obviously, they've swamped it and you can barely find out what's going on.
And all these things tend to that wonderful word and shitification at scale.
But you're right.
This could be the period where one or two ads at the bottom of that are additive in terms of information, especially when you auction.
I mean, the beauty about the auction process for the ad placement is that
And because they run this kind of, because Google has run, Facebook runs these very efficient auctions, you actually end up selling the ad to the person who values that real estate the most, which usually is someone who's got something very precise to sell you.
So to your example, Jason, you're exactly right.
If you write this long query on some kind of OAuth, at least the ad you're going to see is someone who says it's worth spending 20 bucks to get in front of Jason and say, dude, you should buy my OAuth instead of that one.
There's net information added here, right?
Which won't be true when they have 40 of them, but that's 10 years from now.
You've got to try it.
Agreed.
And a couple of comments on that.
There's just a ton in this.
So first of all, yeah, it's hard not to imagine it's a billion dollars very quickly.
And Jason's right.
Remember, it's only 5%.
They're doing around $20 billion in revenue.
It's only 5%.