Ari Emanuel on AI: Agent Era Threatens Google and Amazon Ads, Social Networks Undervalued
Stratechery · rss · 2026-10-15
Stratechery's wide-ranging conversation with WME/TKO chief Ari Emanuel, prompted by his memoir Roll the Calls. Ben Thompson argues OpenAI should have gone with ads over subscriptions, that agent-era search-skim ad models put Google's and Amazon's ad businesses at risk, and that ad spend will flow to social networks — which both agree are near their value nadir. Emanuel explains his bet on live events via MARI: generating human desire is the post-AI economy.
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