“80% of time on Facebook now involves video. On Instagram, that number is 90%. Most of this isn’t content from friends—it’s content from strangers and creators.”

The consumer AI future looks a lot like television: humans want to watch other humans, and video dominates everything. 80% of Facebook time and 90% of Instagram time is video consumption, not friend content. YouTube has passed Netflix as the top TV streaming service. The author proposes that generative AI will enable personalized shows, participatory narratives, and worlds that extend indefinitely because production costs vanish.

The enterprise AI future is the opposite: nothing is TV. Television prices dropped 98% since 2000 while healthcare costs tripled. AI should reverse that pattern across industries.