Part 9/12:
Moving to newer revenue streams, Kevin notes that Microsoft has begun advertising its AI-powered "Copilot" on Elon Musk's X platform (formerly Twitter). This presents an intriguing convergence of AI and social media monetization. Kevin sees this as an innovative approach that could unlock significant income from leveraging AI in content and user engagement.
He discusses how this trend could transform the landscape of platform revenue, shifting from traditional power and compute constraints to being more human-usage constrained—fighting for user attention and engagement. Companies like Microsoft are "begging" for users on X because the margins are lucrative, especially if they can convert user interaction into recurring AI-related subscription revenue.