AI 正在成为新的 CBS、ABC 与 NBC：媒体碎片化后的信息再聚合

In short : AI models are becoming the new ABC, NBC & CBS—three networks filtering how we see the world, consolidating information access after decades of media fragmentation.

I asked Claude this morning about the most important news in tech. A few follow-up questions about Salesforce’s Dreamforce, Samsung’s XR headset, & TSMC earnings later, I popped over to ChatGPT Pulse. It suggested some updates about the Fed’s rates policy. Then, I listened to podcasts through Gemini-powered AI transcriptions.

All of my news was filtered through AI.

Fifty years ago, most Americans received their news through one of three major television stations : CBS, ABC & NBC. Edward R. Murrow ended his CBS broadcast with “Good night, & good luck.”

Then cable exploded the channel count from 10 to 100 to 1000, serving every possible interest. Social media fragmented conversations further. But AI is a countervailing force.

What if AI is the new CBS, ABC, & NBC, the new mass-media?

The Economist argues AI is killing the web. Who will visit web pages in a few years? Instead of visiting many links, we ask AIs to summarize & prioritize. The traffic drop is real & immediate.

I see it in my behavior. I’d hazard a guess I visit 10% of the websites I did a year ago.

Why sift through pages and pages, when I can have an answer to my question, with all the relevant context across hundreds of sites? Web browsing feels like the card catalog and Google.com like the Dewey Decimal system - anachronisms of legacy information retrieval taught to schoolchildren.

The networks are back. This time, they are probabilistic.

Good morning. Your briefing is ready.

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GP at Theory Ventures. Former Google PM. Sharing data-driven insights on AI, web3, & venture capital.

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