Silicon Valley Daily

Don't see how most (remaining) publishers survive the next 5-10 years.

1. Most content via search is not valuable enough that people are willing to pay

2. If you try to charge the LLMs, they'll just use free alternatives. Most information is commodity ("just wants to be free").

3. Putting aside the top 10% that are differentiated enough and enough people are willing to pay for it, e.g. NYT, unclear how you monetize as a long tail publication.

4. Additional trend: 99%-staffed LLM news sites. Doesn't work for investigative, but for stuff based on public primary sources, e.g. Supreme Court rulings, an LLM can write a story faster and (soon? already?) better than most court beat reporters.