$ANT and $OPENAI will be discovery tax collectors

Growing up in the 2000s and 2010s, Google and Facebook (Meta) were novel technology companies. They won their markets of choice - search and social - by having the winning products, outexecuting their competitors, and acquiring those they could not outexecute. They have slapped on one of the greatest business models of all time - advertising. ~20 years later, we are in a situation where ~100% of consumer companies - and consumers - pay Google and Meta a discovery tax. If you sell software, hardware, or services of any kind to consumers; you cannot escape Google and Meta. Google and Meta are the surfaces through which your company is discovered. Or not. (As a bonus, they can unilaterally raise prices. And don't really have too many costs.)

RESULT? Google and Meta print money everytime any consumer, anywhere in the world, spends money.

Growing up in the 2020s, OpenAI (which I am calling $OPENAI) and $ANT are novel technology companies. They won their markets of choice - chat and coding - by having the winning product, outexecuting their competitors, and acquiring those they could not outexecute.

$ANT: Will become the discovery layer for enterprise software & services. Rather than building every enterprise software in existence, it's going to be much more profitable for $ANT to take a discovery tax from every enterprise software & services company. $ANT will be the layer through which enterprises get their b2b software & services shown to buyers. Or not.

$OPENAI: They have slapped on one of the greatest business models of all time on top of chatGPT - advertising. ~20 years later, we will be in a situation where ~100% of consumer companies....you get the picture. FYI: OpenAI advertising is >$1B ARR in <200 days of launch.

Result? OpenAI and Anthropic print money everytime...