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We've probably stuffed too much capital into ad-supported businesses, as Twitter stockholders are painfully aware. Very few of YC's current crop are ad-supported. Silicon Valley is moving back to making things for which customers pay money, and the paying customers have to be kept happy.

Right now, the ad-supported portion of the industry in the US is more than half Google and Facebook, and that fraction is increasing. Everybody else is being squeezed out.

I wonder if the day will come when people with backgrounds in ad-based companies will have trouble getting jobs. They'll be seen as not having a proper "the customer is always right" attitude.




> We've probably stuffed too much capital into ad-supported businesses

As someone that has recently been converted to the ad-blocking side (actually mostly tracker-blocking but that tends to kill ads too), there's no way I would want to invest in a new ad-supported business.




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