The AI industry is about to relearn every lesson of the ad blocking wars
The web fought a fifteen-year war over ads. AI platforms are walking into the same one.
The AI industry is on the verge of learning the same lessons from the ad-blocking wars, warns a report. Goldman Sachs predicts that the AI build-out will need around $7.6 trillion in capital over the next five years, emphasizing that subscriptions alone won't suffice. To generate revenue, AI companies are turning to ads, with OpenAI forecasting $2.5 billion in ad revenue by 2026 and $100 billion by 2030.
However, the approach taken by AI firms may mirror the mistakes made during the ad-blocking wars. The open web fought this battle a decade ago when ad blocking became widespread. The conflict is familiar, but AI companies must learn from past mistakes to avoid repeating them.
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