Hey👋, I&#x27;m Giacomo

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The internet is going premium.

What does this mean for advertisers?👇

A few weeks ago, I wrote about social media pushing ad-free paid tiers. But this is much bigger than social media.

Search is moving to premium AI chatbots.

Soon, accessing the internet as a whole will cost ~$20/month, or you’ll be left drowning in spammy ads and garbage content.

High-value users will increasingly opt for ads-free experiences.

Overall ad volume will drop.
But, ad quality will massively improve.

▶ Performance marketing will go ultra-contextual:
native placements, sponsored questions on AI chatbots.
▶ Social media will push direct booking formats (even paid users might tolerate these if done well).
▶ Traditional programmatic will suffer even further.

Like in any industry shift, there's an opportunity:

Segmenting users by spending power will be easier than ever!

Want premium, high-spending users? Target paid subscribers.
Want mass-market, free-tier audiences? Well… good luck with results. 😅

Problem is, targeting premium users will cost a fortune.

So, what to do?

Think of ads as just another piece of marketing content.

Think of:
▶ sponsored CustomGPTs.
▶ sponsored plug-in and extensions for AI chatbots or AI-driven browsers.
▶ more influencer marketing.

More than ever, great ideas and creativity will win over marketing tech.

What's your take?

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I stopped my ChatGPT-Pro $200/month subscription.

Here's why 👇

Just couple of weeks after I purchased my subscription, several pro-only features were added to the regular Plus plan ($20/month).

I felt almost scammed!

Sure, Pro still has way higher limits on many of these features, for example 120 Deep Research prompts per month vs only 10 in the Plus subscription, but still.

Now ChatGPT-Plus ($20/month) has Deep Research, Sora and GPT-4.5, all previously available only on Pro.

The o1-pro model is still missing, but honestly I didn't find it particular better than the regular o1.

Operator is also missing, but it was still more of an experimental feature than something I could actually use.

Also, o1-pro was added to the Enterprise subscription, which I'm lucky enough to subscribe to thanks to SMG Swiss Marketplace Group.

Now, what's the case for GPT-Pro at 10x the price of Plus??

I guess very small until the next big release.

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AI use case of the day:

Automating stock market research 📈

Yesterday, I shared a post comparing the AI boom to the Dotcom bubble, backed by an Excel table of data.

I didn’t manually populate that table. AI did it for me.

I used ChatGPT to write a Python script that automatically pulled stock market data and formatted it into an Excel sheet.

How I did it in 3 (extremely) simple steps:

1️⃣ Prompt ChatGPT to write a Python script that retrieves the data I need.
2️⃣ Copy-paste the code into Google Colab (extremely easy tool).
3️⃣ Run the script and download the resulting CSV.

Before AI, I would have taken ages (if ever) to learn Python and debug the script.

Now it took me minutes.

If this isn’t a complete revolution, I don’t know what is.

Oh, and I used Perplexity to find old articles about tech bubbles. Also took me one minute.

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"This time is different."

Yes, it actually is.

Despite the recent dip, financial markets are at historic highs.
They are dominated by the technology sector, which brings some people to compare the current situation with the Dotcom bubble of 25 years ago.

Maybe they're right, but...

It's not the first time a single industry dominates the market and it doesn't always end in a bubble.

In 1900 rail was the dominant industry, even more than technology today.
That was justified by the revolution of train transportation around the world.

Just 15 years ago the technology sector represented the same share of global market capitalisation as the financial sector, around 6%.

Now it's around 19%, a massive increase!

But considering AI is just getting started, I'd say this is just the beginning!

AI is indeed a revolution, and a very quick one. It's changing our daily lives as we speak.

In fact, today's AI-driven tech leaders are fundamentally stronger than the darlings of the Dotcom era.

For example, NVIDIA has today a net income margin of 49% vs 17% and 15% of Cisco and Oracle respectively in 1999.

Five out of the magnificent seven have a net margin over 20%, which is generally considered very high. Plus, their net income growth rate is still amazing.

Also, Dotcom companies' valuation was crazy high when compared to today's stocks.

In March 2000, Cisco had a price/earning ratio of 196.2, vs "just" 36.6 of NVIDIA today.

I believe we're just at the beginning of American tech dominance, thanks to AI.

PS
The New York Times already called for a tech bubble in 2014!

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The crypto industry in one screenshot 🤣

Trump makes $350m from a memecoin, while the US “strategic” bitcoin reserve doesn’t look so strategic anymore, and more like a marketing stunt.

Btw, Trump is in great company with the presidents of Central African Republic and Argentina who also pumped and dumped their presidential memecoins.

Meanwhile, great projects are being built on Ethereum and other blockchains, but nobody cares because they’re not going to “the moon” 😅

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xAI is going to win the AI race.

Grok 3 has a fundamental advantage over competitors:

Real-time information!

Financial markets recently fell and I wanted to know why.

Grok gave me an answer as of "March 5, 2025 at 3.56 AM PST".

If I had prompt it an hour later it would have given me a different answer.

This is a crazy breakthrough!

It mentions several sources including recent X posts, updated to few hours earlier.

Elon Musk sits on a goldmine of real-time data:

- X posts
- visual information collected from Teslas' cameras.

Real time information gives AI the context necessary to act like a human.

Many of our actions are determined by the imminent context rather than previous knowledge or experience.

So should be the actions of an AI chatbot, a self-driving car or a humanoid robot.

At this point Musk has it all:

- the money
- the data (proprietary data, unlike OpenAI which relies on the open web)
- the media
- the political influence
- the factories
- the manpower (thousands of loyal employees)

oh and the marketing power!

"Grok me this" is the new "google it".

Mad!