I don’t think so. I think there is eventually limited population and everybody only has 24 hours per day. You can only have so much stream bandwidth to one person. Also, you can’t improve the ads targeting infinitely. I believe the global ads is saturated pretty much. What do you say?
Neuralink opens a whole new ad marketplace. Just you wait
One day they’ll beam ads directly into your dreams
The only thing limiting ads market is ads budgets.
Ad spend is fairly static from a macro perspective at 11% of global budgets. What changes is how it’s allocated. A ton of digital ad spend growth came from shrinking newspaper/magazine/TV/radio budgets. For example, when YouTube ad spend grows, cable TV ad spend decreases.
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What happens when most of your team is Indian?
Creators are also taking a big cut of the market.