Indeed imagine a future where Substack has an agreement in place with Microsoft and Copilot gives me a daily summary of what my friends are up to (like Facebook in the good old days) as part of my copilot subscription. Substack agrees to license its content for a fee and it distributes some of it to the authors, and everytime I get a daily update about what Steven has published Steven earns a fee indirectly from me, encouraging him to publish more.
I wonder if there's some base model in how MSN runs its news service (I think Apple does something similar). Users of the platforms get to read articles from publications like the Atlantic for free and at the back-end Microsoft and Apple reimburse those content providers for their articles. Users on MSN are invited to read more from that publication and are taken to the website to do so.
As Microsoft is looking to make Windows a subscription product it could just seek to sign revenue sharing partnerships with the content providers that help strenghten its AI modeling. Indeed if they engage in "exclusive" content agreements it could even end up being super lucrative - imagine if the NYSE signed an agreement to provide equity data to Microsoft's generative AI platform ten minutes before Apple's.
Before search engines were just providing information and it was hard to charge for that and anyway people weren't used to paying for stuff. Now, perhaps, things have changed and more people are willing to pay, and people would perhaps be willing to pay for context and an understanding of intent alongside information.
Instead of it being the end it could be a cool new beginning.
Indeed imagine a future where Substack has an agreement in place with Microsoft and Copilot gives me a daily summary of what my friends are up to (like Facebook in the good old days) as part of my copilot subscription. Substack agrees to license its content for a fee and it distributes some of it to the authors, and everytime I get a daily update about what Steven has published Steven earns a fee indirectly from me, encouraging him to publish more.
I wonder if there's some base model in how MSN runs its news service (I think Apple does something similar). Users of the platforms get to read articles from publications like the Atlantic for free and at the back-end Microsoft and Apple reimburse those content providers for their articles. Users on MSN are invited to read more from that publication and are taken to the website to do so.
As Microsoft is looking to make Windows a subscription product it could just seek to sign revenue sharing partnerships with the content providers that help strenghten its AI modeling. Indeed if they engage in "exclusive" content agreements it could even end up being super lucrative - imagine if the NYSE signed an agreement to provide equity data to Microsoft's generative AI platform ten minutes before Apple's.
Before search engines were just providing information and it was hard to charge for that and anyway people weren't used to paying for stuff. Now, perhaps, things have changed and more people are willing to pay, and people would perhaps be willing to pay for context and an understanding of intent alongside information.
Instead of it being the end it could be a cool new beginning.