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cover of episode The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch

The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch

2025/6/27
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Big Technology Podcast
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A
Alex Kantrowitz
一位专注于技术行业的记者和播客主持人，通过深入采访和分析影响着公众对技术趋势的理解。
L
Leah Smart
R
Reid Alberghati
Topics
Alex Kantrowitz: 我认为人工智能对网络构成了生存威胁，因为Cloudflare的CEO Matthew Prince指出，与Google搜索相比，生成式AI给网站带来的访问量要少得多。如果网站的流量持续下降，那么整个互联网生态系统可能会面临危机。我担心出版商设置的障碍无法阻止AI抓取网站内容，因为像ChatGPT这样的机器人已经非常有用。如果没有流量，出版商就无法向广告商证明其受众的价值，这将对媒体行业产生重大影响。 Reid Alberghati: 我认为媒体行业总是需要保持警惕，但流量并不是衡量文章价值的唯一标准。即使流量不再重要，媒体行业可能会受到影响，但这最终可能是一件好事。如果取消流量作为指标，就可以阻止网站被抓取，但这也会影响流量。我认为AI模型可能需要付费才能在平台上重新发布内容，或者会出现其他商业模式来支持媒体。我认为高质量的新闻报道不应该依赖流量，而应该通过其他方式来获得收入。即使人们不再访问网站，而是将内容输入到AI模型中，AI模型也需要有价值的内容才能发挥作用。

Deep Dive

Chapters
This chapter explores Cloudflare CEO Matthew Prince's claim that AI is diminishing web traffic, potentially leading to a collapse of the current web model. The discussion covers the impact on publishers, the role of web scraping, and the potential for new business models to emerge.
  • Generative AI sends significantly less traffic to websites compared to Google Search.
  • Web scraping by AI models poses a threat to publishers' business models.
  • New business models may emerge to replace current web-based models, potentially through AI-driven platforms or direct payments for content.

Shownotes Transcript

Reed Albergotti is the technology editor at Semafor. He's back for our weekly discussion of the latest tech news. We cover 1) Cloudflare CEO Matthew Prince says AI is disappearing the web 2) Will there be new business models that replace the current web-based models? 3) Is the AI Agent thing really happening? 4) Vibecoding riches 5) Court rules Anthropic can train on books (but not steal them) 6) Anthropic will study AI’s economic impact 7) Is chatbot companionship good for us? Anthropic says yes 8) OpenAI works on office productivity tools 9) Why OpenAi and Microsoft have tension 10) Will Stargate work? 11) Mira Murati’s Think Machines plan 12) Tesla Robotaxi Rollout 13) Jeff Bezos gets married, who's coming??

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