2025-11-06
Distribution will keep mattering more and more in AI race. Data moat + distribution is key for any of these guys to get training + usage. A billion users who use it for sharing images, text, and stories all day for $15 billion is cheap.
Bloomberg
Snap announces a deal to incorporate Perplexity's search engine into Snapchat from 2026; Perplexity will pay Snap $400M through a combination of cash and equity
https://lnkd.in/... Bluesky: Ed Zitron / @edzitron.com : You gotta spend money to lose money [embedded post] Mark Riedl / @markriedl : I thought people were supposed to pay AI comp...