|
The individual take has yet to be demonstrated, but do some math. $80B gross USD (at least; the IAB said $88B) spent on digital in US last year, say across 250M people (with Dr. Augustine Fou of NYU estimating fraud took $16.2B, lots of bots too). That is $320 gross ARPU if spread evenly -- which it is not. (Note we are worldwide and build for Europe and Asia too, not just at the US.) Many of Brave's users at this early stage are "lead users" (Eric Von Hippel, MIT) and represent off-the-grid prospects because they block assiduously, either in Brave alone or with Brave + uBO or another solid blocker. Lead users are worth much more due to their high usage of search, ecommerce, and paid services. I would not be surprised if our users can make $70/year as we bring the system up in 2019 -- when ad deals will be harder to come by and we'll subsidize revenue from BAT's User Growth Pool -- and climb by 2020 to above .7 * 320 or $224 net user revenue per year. Let's find out! We aim to find the fair price for human attention after blocking all the fraud, arbitrage, and abuse in the current system, using the BAT ecosystem. Note that by default, user revenue share flows back monthly and anonymously to each user's top/pinned sites and creators on YouTube, Twitch (and more UGC platforms to come). We expect most users to avoid the bank-like AML/KYC/anti-sanction/anti-fraud checks required to take out their revenue, but legit users are welcome to cash out (our partner Uphold, and more to come, can exchange BAT <=> many fiats and cryptocurrencies/tokens). If we are right, then most Brave users, with their individual data sets and Brave instances/agents, will in effect replace the corrupt, crowded intermediary space using and abusing remote scripts to target and confirm ads today. After we have the model performing, it's on to other browsers, games, podcast apps, and so on. |