Matthew Prince

And then their big innovation was discoverability, the search that Google had and could find videos better than anyone else.

And then everyone caught up with that.

And so today, the most modern incarnation of YouTube is one where the creators create for YouTube because YouTube pays better than anyone else.

And it's the number one platform in terms of compensation.

And if you talk to Mr. Beast or any of the big, you know, creators that are out there, like YouTube actually compensates us better than anyone else.

I think AI is going to go through that exact same challenge.

Right now, it seems like a science project where everyone's chasing AGI.

And I'm like, okay, what happens when you get to AGI?

And it's like, well, you know, Google gets there tomorrow, then OpenAI go there a few days later, and then Anthropic will get there a few days after that, and X will get there a few days after that.

And then an AGI won't be enough.

It'll have to be AGI plus or AGI plus plus or whatever.

There's a real risk that these are just commodities and that everyone's going to be chasing them.

So then how do they differentiate?

I think the natural evolution is that over time, the AI companies will look a lot more like a YouTube or a Netflix where they're all going to have unique content, which is very special to who they are.

And people are going to compete by saying, like, if I want the kind of ultimate AI doctor,

then I want to have the one that has access to science and nature and the latest publications and research and all of the different information that's out there.

And it might be that not everybody has access to that, but the ones that do are going to be able to have very unique skills based on that.

And that content creators will actually get compensated based on different AI companies where they say, I want to have a unique specialty or unique niche around this space.

Very different than what the world looks like today, but it's hard to imagine how it evolves in a way that...

Isn't that because otherwise everyone's just going to be chasing one after another and the models will keep kind of leapfrogging each other.