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by ldayley
664 days ago
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I've been using (and occasionally paying) Kagi on and off for a couple of years now. I truly think they're building something interesting and valuable! While I haven't agreed with every product decision they've made, the founder is very good at both understanding his business and also explaining their decisions. This is a well crafted explainer of the search business and the monopoly case-- much better for sharing with less tech-savvy peers than most mainstream media explainers on this subject! Edit: wording Edit 2: Can you imagine a world where Google's Internet Search Index is legally considered an "Essential Facility"!?
https://law.stanford.edu/publications/essential-platforms/ |
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Similarly Netflix is just now starting the ad revenue model after years of only subscription based services.
Eventually the temptation for multiple sources of revenue (i.e. subscription AND advertising) will likely be too great due to:
- IPO and Wall Street demands net income growth (i.e. FB/Google)
- Private Equity buys the company and needs to pay back leveraged debt
- The number of customers willing to offer up a credit card for Search stagnates and a lower cost ad tier appears and the ad infrastructure that is built is applied to the paid tiers