B2C AI
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Distribution is the moat – but what the hell is distribution?
Now that AI has made software cheap, the slogan of the moment says “distribution is the moat.” But distribution is just a fancy word for marketing, and we’ve forbidden ourselves from respecting that word. Using the case of Cluely, a product that doesn’t work paired with a brand that does, this piece asks whether whoever…
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WhatsApp published one page for people and another for bots: AI optimization or cloaking?
Redact found 102 blocks of hidden AI instructions across 80 WhatsApp help pages. The case points to the next stage of GEO: slipping secret notes to the machine.
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Google AI Mode’s personal context is being used for ad targeting
Google is testing ads in AI Mode for those who connect Gmail and Photos. In March it said that experience had no ads. Now personal context is used for targeting.
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Character AI files for bankruptcy: what does this tell us about the future of consumer AI?
Character.AI had 12 million users and went bankrupt. We reconstructed its economics and drew up six questions for evaluating any consumer AI product.
