Every Major Matters article
Payments. AI. Commerce. Decoded. 250 articles and counting.
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Hollywood's AI Documentary Asks the Wrong Questions at the Worst Possible Time
The AI Doc arrives just as the abstract debates it stages have become painfully concrete, and it has nothing useful to say about any of them.
The AI Industry Just Split in Two
OpenAI is selling ads inside ChatGPT. Perplexity just killed theirs. Google is hedging. Anthropic ran a Super Bowl ad mocking the whole idea. The way AI platforms make money will determine what they become.
The Company That Was Supposed to Kill Ads Just Started Selling Them.
OpenAI launched advertising in ChatGPT this week. The financial reality behind the pivot tells you everything about where AI is heading.
Search Isn't Dying. It's Splitting.
Google just posted its best quarter ever. OpenAI just launched a browser to replace it. Both things can be true, and the implications for advertising, commerce, and payments are enormous.
The Ad-Free AI Bet: Two Business Models, One Industry Fork
This week, two of the largest AI companies in the world made opposite bets on the same question: how do you monetize a conversational AI platform?