Walled gardens closing in?

Friday 10th May - Daily Equity Update

I sent out a call to action earlier if you will asking people to use the substack app to access this content.

AppleMail and Googlemail have changed how they allow newsletter distribution and how those metrics are tracked. Rightly so people should understand that opening an email comes with tagalongs that do not via snail mail. It’s not like a little cookie jumps out of a letter and runs home to tell the sender if you opened it, how long they read it, or if they interacted with any data held within it.

The irony is of course that some may never receive the request :)

I had a conversation with some friends recently and I asked the question:

”If your free services all went paid subscription which would you keep and how much would you pay?”

I would have to pay for GoogleSheets. It’s where I do everything.

It does raise another question.

Are we returning to the walled gardens? For those who remember AOL, Yahoo and CompuServe they allowed via dial up access to “the internet”. What they were was a subset of websites owned and run by them. So each ISP had their own little patch so to speak.

With the proliferation of AI and the questions about ownership. Does OpenAI owe Twitter and its users compensation for training using our tweets? Is free ChatGPT enough recompense?

In this way will we all be shepherded into a walled garden, will certain users be more valuable? Will fly-on-the-wall high-net-worth individuals still be coveted simply because they have money to spend, or will content creators now be far more valuable as they create the stuff that causes interactions to train the next generation of models?

Shut up Chris and show me the numbers for the SPX!!!

🐠

Will there be a chase?

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