[00:00] The first thing that you've got to know is all of this AI chatbot stuff, in my opinion, is an opportunity for advertisers. And I'm just pulling up the App Store right now because what I find when I open up the
[00:15] App Store is I tend to find ads for Metamuse and they continue to pop up for me. What I think is advertising is a critical place to get exposure for these apps, all this sort of AI competition.
[00:35] Now, that's going to be a small component of what we touch on in this video. But something you have to watch for is the more agents browse products for you, the less human eyeballs are on them.
[00:48] So whether it's DoorDash or Wingstop or some form of even Amazon Shop Store, which is exactly why Amazon is now banning the Metamuse app from crawling their website, you actually have fewer humans looking at those websites.
[01:01] And therefore, you drive up the value of advertisements in app stores where humans are actually going to go download things, which is a benefit to Apple or a benefit to Google for where people are watching entertaining content, whether it's Netflix, entertainment content.
[01:17] I am finding that a lot of these apps are competing with each other for ad space. So you're seeing Metamuse's advertising inside of the App Store. You're seeing GPT advertised in there. What's happening is you have this competition to get users.
[01:31] You've even got Gemini now advertising. They're all advertising.