Flock Theory #29
Content is fast-becoming a data-source rather than a destination, yet the content used for the LLM slot-machine seems to be clickbait written specifically to drive advertising revenue
A thought:
Web browsing and search as I grew up with is fundamentally changing, with the first port of call for many people now being the various flavours of consumer-facing LLMs. The consensus view is that over time, fewer people will go to their web browser or their content platforms of choice to discover the answers to their questions. Previously, if I wanted to know why Palantir stock was up or down, maybe I’d go to Google, the FT or Yahoo Finance, search the ticker and I’d read some static news content to help me understand what is driving the stock price. If I really wanted some depth, I’d go to read the earnings report or head to StockStory. I’m aware I’m showing my age by referencing Yahoo Finance, I presume the kids would go to Palantir’s YouTube channel or more likely, Reddit or Tiktok. In this LLM era, there’s no need to actually visit the underlying content. I don’t need to open that link, I don’t even need to read the article or the earnings. Instead, I’d just ask ChatGPT or whichever LLM I prefer to give me the answers. Instead of having to read and draw my own conclusions from static content, I can push the dopamine button for dynamic answers. I can ask for more detail or dumb it down, I can give it context of my portfolio, I can ask it to find other examples of stocks trading at nearly 100x NTM revenue and teach me some fundamental investing history.
Content is fast-becoming a data source rather than a destination, yet the content used for the LLM slot-machine seems to be the clickbait written specifically to drive advertising revenue under the old model, where people actually visited the content itself. If you do run a stock query through GPT-5, your answers might come from truly esteemed financial institutions such as Gurufocus, Motley Fool, Tipranks and Coincodex. The two observations I have are, one; the user experience of interacting with an LLM is so effortless, it inspires confidence regardless of the rigour of its sourcing and two; the content platforms must be scrambling to understand how they’ll continue to relevant for this LLM-first world. Attention is indeed, all you need.
A read:
https://thenanyu.com/skip-to-the-end.html
A quote:
“If you don’t read the newspaper, you are uninformed. If you do read it, you are misinformed.” Mark Twain*
*may not actually be a quote from Mark Twain..
A meme:
