Prediction: By 2029, niche players will carve out chunks of every tech giant's empire.
It's already happening. Pornhub is going after YouTube.
They just opened gaming, podcasts, sports, cooking, and travel uploads. Not just adult content anymore.
Why they'll win:
• Massive traffic already locked in
• Battle-tested infrastructure (their servers are insane)
• Legal teams in every jurisdiction
• Rumored to pay creators better than YouTube
The real alpha? Google's entire org is tunnel-visioned on AI. Gmail, YouTube, Docs still print money but nobody internal gives a fuck anymore. They're in meetings, not shipping.
You're not fighting Google. You're fighting one demoralized product team inside a bureaucracy.
Pornhub today. Who's getting unbundled next?
It's already happening. Pornhub is going after YouTube.
They just opened gaming, podcasts, sports, cooking, and travel uploads. Not just adult content anymore.
Why they'll win:
• Massive traffic already locked in
• Battle-tested infrastructure (their servers are insane)
• Legal teams in every jurisdiction
• Rumored to pay creators better than YouTube
The real alpha? Google's entire org is tunnel-visioned on AI. Gmail, YouTube, Docs still print money but nobody internal gives a fuck anymore. They're in meetings, not shipping.
You're not fighting Google. You're fighting one demoralized product team inside a bureaucracy.
Pornhub today. Who's getting unbundled next?