https://www.wired.com/story/ad-tech-could-be-the-next-internet-bubble/
This guy is savvy, I have been mentioning this too. We literally have the greatest crisis upon us no one is talking about.
How google/Meta/ etc all make money. Via ads…..and guess what the business model is collapsing.
Google is still an Ad company, so is meta, what worked for 10 + years is finally coming to an end. The main thesis was self driving/AI would replace revenue but it hasn't
Meta is scrambling now with the metaverse, they lost to Roblox.
We might witness the greatest collapse in history only a few predicted.
who gets screwed?
-tik tokers
-youtubers
-free sites
Basically anyone selling you BS stuff you don't need. While suck up a lot of capital but overall be good.
What happens when it collapses? I think AAPL might be poised to pick up the pieces…….as they are shutting all this BS down with their opt out tracking etc.
Good luck!
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