“Every existing business model in tech is being tested by AI. The ones that pass will look very different. The ones that fail will not be replaced.”
The Drupal founder writing about the second-order effects nobody wants to discuss. Search advertising, content licensing, SaaS pricing, freemium funnels, the open source business model itself. All of them depend on assumptions that AI breaks. The honest read is that we do not know what replaces the current arrangement, and the current arrangement is funding a lot of things we will miss when they are gone.