AI Content and the War for Your Attention

30 Jul 2025 · 41 min

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AI Content and the War for Your Attention - Podcast Summary

Podcast Overview Title: a16z Podcast Description: The a16z Podcast discusses technology and cultural trends, focusing on the interplay as "software eats the world." It features insights from industry experts and business leaders, produced by the venture capital firm Andreessen Horowitz.

Episode Details

  • Title: AI Content and the War for Your Attention
  • Description: This episode features Chris Hayes, MSNBC host, and Antonio García Martínez, an ad tech expert, discussing the economics of attention in the age of AI-generated content. They explore current challenges, including the prevalence of low-quality AI content and the shifting dynamics of how we engage with media.

Timecodes for Key Discussions

  • 0:00 - Introduction
  • 1:47 - Meet the Guests: Chris Hayes & Antonio García Martínez
  • 3:01 - The Economics of Attention & AI Slop
  • 6:38 - Acquisition vs. Retention: The Attention Challenge
  • 10:01 - Fame, Identity, and Social Media Fragmentation
  • 13:21 - The Group Chat Solution & Privacy
  • 16:01 - Business Models, Community, and Technology
  • 19:01 - Mass Culture, Fragmentation, and the Algorithm
  • 23:01 - Ad Tech, Personalization, and Advertising Effectiveness
  • 29:01 - The Future: AI, Growth, and Abundance

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Key Concepts Discussed

  1. The Evolving Nature of Attention
  2. AI Slop: Refers to the low-quality, spammy content generated by AI, creating a cluttered digital environment that may dull user engagement.
  3. Attention Economy: The struggle between what users genuinely want to pay attention to and what platforms feed them.
  1. Challenges of Internet Advertising
  2. Ineffectiveness of Online Ads: Despite sophisticated data analytics, many online ads remain irrelevant and ineffective, failing to capture meaningful user engagement.
  1. The Shift to Private Communication
  2. Group Chats: A notable trend where private messaging platforms are becoming more popular than open social media, allowing users to share and interact in smaller, controlled environments.
  1. The Fragmentation of Culture
  2. Decline of Mass Culture: As media becomes more personalized and fragmented, traditional mass cultural phenomena (like shared TV shows or books) are declining, leading to a sense of lost collective experience.
  1. Reconciling AI with Human Creativity
  2. Human vs. AI Content: The discussion centers around whether AI-generated content can match human creativity and what that means for the future of content creation.
  3. Potential for Superpowers: Those who can creatively use AI tools effectively may gain significant advantages in content creation and audience engagement.
  1. Future Implications
  2. Economic Models: The podcast postulates on the sustainability of business models that rely on attention, especially as AI continues to reshape content delivery and user engagement.
  3. Environmental Considerations: The conversation touches on broader issues such as the energy transformation and the implications of relying on AI in our daily lives.

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Key Takeaways

  • Attention is a Commodity: In the era of AI, the value and struggle over attention have intensified, raising questions about the quality of content versus the quantity being produced.
  • Re-emergence of Community: As users seek meaningful interactions, group chats may provide a solution to the overwhelming noise of mass media.
  • The Future is Uncertain: While AI can enhance user experience, it may also lead to a dilution of quality content, necessitating a balance between automation and human creativity.
  • Cultural Fragmentation: As digital platforms become more specialized, shared cultural experiences may fade, leading to a society of individualized media consumption.

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Conclusion This episode of the a16z Podcast provides a deep dive into the complex interplay between AI, content creation, and the economic models that underpin our digital interactions. It raises important questions about the future of attention, culture, and community in an increasingly AI-driven world.

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Transcript

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0:00Humans who are able to be creative and use AI tools correctly will have superpowers. Does AI so ruthlessly optimize for that former, what you will pay attention to, it totally alienates you from the latter once you want to pay attention to? Acquisition and retention are different things, right? It's amazing how sort of bad, schlocky and ineffective most internet advertising is. I would literally bet large portions of my net worth in time. That's the future. That's going to be the gig. AI is going to upstream everything about consumer experience. We're in the midst of an apoccal transformation in how we get energy and it's just not that sexy.

0:40We're now all going to be famous for 15 minutes. We're all going to be famous to 50 people. Fifteen people, yeah. In a world where everyone is famous to 15 people, what happens when AI starts generating content for all of them? In this episode, I've joined by author and MSNBC host Chris Hayes and longtime ad tech operator and writer Antonio Garcia Martinez to talk about the shifting economics of attention. How we got here, what's breaking, and what AI might make worse. Chris's new book, The Sirens Call, is about the way our attention has been bought, sold, and overwhelmed. Together, we explore the rise of AI Slop, whether platforms can contain it, and what comes next as digital content, fame, and identity get increasingly fragmented.

1:22Let's get into it.

1:27As a reminder, the content here is for informational purposes only. Should not be taken as legal business, tax, or investment advice, or be used to evaluate any investment or security and is not directed at any investors or potential investors in any A16Z fund. Please note that A16Z and its affiliates may also maintain investments in the company's discussed in this podcast. For more details, including a link to our investments, please see A16Z .com forward slash disclosures.

1:57So excited to have you on Chris. Antonio is a long time friend and collaborator of mine. We have a show. Well, Antonio, why don't you briefly introduce yourself? Yeah, I started an ad tech, I guess in 2008, in attention capitalism, as Chris would call it and worth the number of startups. I was an early member of the Facebook ads team back before the IPO when the ad system was horrible for those old enough to remember. I suspect Chris is probably in the same bucket. Facebook ads used to be these little coastage stamps on the right hand side. and then they became this huge money machine. Written a book about that time called Cast Monkeys that came out to us.

2:27I've read it. I've read it. Well, yeah, yeah. I'm quoted in the book was a media figure writer guy for a while. I don't know how you do a Chris. It drove me basically crazy. And so I went back to tech and I'm not about that. Antonio famously says the prize for beating Madaglaysias in the sub stack rankings is you then become Madaglaysias and that wasn't inspiring enough. I'm not anti -matte, but we were briefly among the top 10 or 15 set staffers on a revenue basis, circa like 2021, and he was definitely a cop, I guess. Tim and Andrew Solomon were definitely the winners of that race. I feel like I would probably have more to learn from you guys than you have from me.

3:03So I'm happy to talk and maybe I'll ask you some questions. I sort of think like the whole thing is about to collapse. I think there's just a huge pollution problem. And I think that the treatment of spam in the book is the sort of signature pollution of attention capitalism of the attention age. if it's lucrative to aggregate lots of attention, where attention pools and collects, there will be money, and to the extent that you can cheaply automate the extraction of that attention, even if it's done in a sort of like brute force wasteful way, there's gonna be spam, right? So it's happened in junk mail, it's happened on phone calls, it's happened on tax, it's happened on email, But I think the idea of AI content creation now puts that at scale for all the social media platforms.

3:56And I guess the question becomes like, is the AI social media content generated actually compelling enough that it doesn't feel like spam and it just dislocates all human creators? Do people not like it? So the algorithm stops serving it up or does it overwhelm the experience in a is feel is AI slop going to win. Yeah, that's what I have say like is AI slop going to win? I mean, yes and no, I mean, you're seeing it in the four you top Twitter already, right? And maybe I would think this because I was creator paid for my creations. I guess it's a Sunday grade, but I think a lot of it is empty and sterile.

4:30And I think humans who able to be creative and use AI tools correctly will have superpowers. Yeah, I mean, I'm pretty obsessed right now with AI slop and particularly like these sort of sub genres that feel like what's funny about a lot of AI is that it doesn't actually feel that sophisticated. It just feels like reverse engineered in a way that you can trace. I mean, not all of it, right? But some of it does. There are moments we all have with this technology where we're like, oh my god. But like, for instance, it's clear that like religious themes and babies like do well, right? And so there's this whole like universe of AI baby singing, blessed Lord on my soul.

5:06And there's one I saw yesterday that's like Jesus with a baby. They're both singing blessed Lord on my soul. And Jesus is holding a disembodied foot, which is just like signature AI slop. To me, the sort of question about all this stuff is, one of the theses of the book is that there's this kind of disconnect between what we will pay attention to and in some volitional sense, what we want to pay attention to. And the question is, does AI, from the generative perspective and AI from the machine learning algorithmic perspective so ruthlessly optimized for that former, what you will pay attention to, it totally alienates you from the ladder, which you want to pay attention to.

5:46And if it does do that, do people stick with it or do they reach some point where they feel too alienated from what they want to be spending their time doing? Well, I think the challenge there is what you put Chris, which by the way, I think it's time you just plug Chris's book. I think you were a phenomenal book actually. Well, thanks. And I would recommend it to all my tech people. One of the things you cite is the to use the marketing, speak acquisition and retention or different things, right? It's one thing to acquire at that time. I think you said the example of someone going into a room and firing a gun in the air, well, you've acquired attention.

6:14But then how do you maintain it? And even with the guy with the gun in his hand, I'm up your little heart to maintain it. Right? And that's the challenge. And if you're a sophisticated marker, you realize it's not just about acquisition, it's about the retention side of it. I don't know. A positive side of me, things humans aren't going to sit there and stare at the slopal day. That said, I've used TikTok and like a meth head, like getting into a fenty fold on the street. Like I emerged two hours later, or I come to you and what the hell just happened. And then I delete the app from my phone because I never want to do that again.

6:39Yeah. So that's maybe the kind of argument. Well, first of all, thanks for the kind words I appreciate. Especially because I'm not a practitioner and ad tech and so much of the story is sort of an ad tech story. I mean, I think deeper than ad tech, ad tech is sort of epiphenomenal to the story. So it's really gratifying to hear that from someone who's worked in it. And yeah, like I've had the exact same experience. Again, the sort of defining metaphor of the book, like the sirens call Odysseus on the mast, sort of trying to avoid the sirens with your sort of volitional conscious self against the kind of lulling that happens, right?

7:11And all of us in that position. But I'm just really, yeah, I think I have the same faith as you that fundamentally there's something irreducibly human and that people are gonna just rebel. Basically, we'll rebel against Slop, which I think brings us back to this first question, which I do think is really interesting, which is if the Slop overruns it, what does that mean for the platforms? And is it something that they have to start actively managing in the same way that at scale, somewhere like Twitter, right, they started to have to deal with a bunch of really difficult content moderation questions that were tough calls, where they're trying to create a user experience that is not going to repel people and is going to attract advertisers.

7:54And I do wonder if AI generated content becomes a set of questions like that for TikTok and for for reals and stuff like that is certain point. We've had a slot problem before AI, right? I mentioned LinkedIn earlier in terms of how fake that network feels, but also an Instagram, right? Like, people have fenced as fake Instagrams for a reason. So this idea of who you present yourself as and who you actually are, what you actually think has been a problem with social networks for a while. And it's not obvious to me that AI will make the problem worse in terms of accelerating or emphasizing either fake stuff or stuff that people don't want to be engaging with.

8:32Why are you so convinced that it will expand that gap between what we want to be engaging with and what we actually engage with? I just think to me it's sort of a quantity and automation question. Like one of the things about online success is that it's not a batting average. It's like your total number of hits. I mean, it's a batting average if you're like trying to make a living, right? And you only have so much time. But Mr. B's talks about this. Other people talk about it too. like it always be posting and see what works. And sometimes you can post the same things 15 times and one time it takes off and other times it doesn't.

9:01If you're thinking about it as this quantity game, right? And this is where the sort of brute force spam analogy comes in. If you're automating 1 ,000 views every day and just throwing them at the algorithm for sort of content farming purposes, does that start to overwhelm everything? Because you can just do, I can't make 1 ,000 videos a day. But, you know, you can now, right? And Antonio, to your point, like, you could even imagine this not as like a slop spam thing. You could imagine it as someone who's actually pretty good, right? Using that automation. It's just to me the kind of brute force scale issue.

9:35Maybe it never comes up, but it just seems to me like I'm starting to see it crop up. And just wonder what it's going to do to the existing models for these platforms. What I think I find interesting about the impact of social media. I mean, you cite a lot of the negative impacts of social media. And you cite one book, The Friendsy of Renown, that I actually started reading based on your recommendation, actually. It's a great book, isn't it? I'm gonna be that guy. So I think I have a line of cows, monkeys that says Andy Warhol was wrong. In the future, we're now all gonna be famous for 15 minutes.

10:00We're all gonna be famous to 15 people. 15 people, yeah. It's a great line. Yeah, and the fact that everyone carries themselves, like they are a Kardashian, every way they go. I mean, just as like a tourist in Europe, the fact that literally you have a line of people taking selfies in front of the thing, right? is already like, people are imagining themselves already under the spotlight. And as a side thing, like yesterday, I work at a tech company, it's very young. And I think the one thing the Zoomers themselves cited is that like, well, you feel like you're being observed all the time, right?

10:27Everyone is like a celebrity who goes out in the wild. And if you yell at a waiter, who you do something stupid, which we've all done by the way, right? Suddenly, you can become into famous for it and nobody wants that. And I just, again, Chris and I are probably all enough to remember that before times, when we were young dumb kids, if you didn't go to jail and didn't go to the hospital, it didn't happen, right? It was God. I mean, maybe remains as like local lore, but it never got bigger than that. You weren't really worried about anything, right? And somehow that's totally changed the way that people think about themselves.

10:57Yeah, and I think one of the things I write about in the book a lot is sort of the effects of sort of the attention and social attention on you and what it does and that democratization of fame as a genuinely new phenomenon that's sort of different from past eras. And I think you're right, like it is behavior modifying. And for me, I have the experience of actually, again, fame is always totally relative, different people are famous in different places, but like, you know, people recognize me on the street. I do have that awareness that for instance, if I like screamed at a car that cut me off, you know, or like, oh, most hit me as it was around in the corner, and like people might know that was me and associating me.

11:32So there is that kind of behavioral modification part of it, too. But there's also something profoundly warping about it psychologically. And I think it is true that that point that you just made, though is a really interesting one. There is some kind of pro social effect, right? Of like, you're not wanting to be like a complete maniac in public because that might go viral or something. Is it interesting pro social aspect of it? But I also think there's something so warping about it. And one of the things that, and I quote this in the book, the move from public posting to group chat is I think 100 % driven by that, right?

12:03So more and more of all the traffic and Instagram talks about this all the time is happening in private messaging. things are happening in private Facebook groups, signal chats, WhatsApp chats, like sort of try to re, basically to kind of reclaim a private space that's not public space, is one of the sort of bigger trends happening. I think precisely because of how warping and disquieting it is to be in this kind of digital panopticon and the subject of near -constant total surveillance and social attention. You're totally correct, and I want to get back to the group chat things. I think at the end of your book, you become a little bit of a Doomer Chris.

12:38But you start trying to cite solutions to the problem. And I think the group chat, one is an interesting one, but I wanna focus on one thing you said, which is, is a pro -social, right? And one of the things I noticed, right after I wrote the outsmokies, I lived, I kid you not on a small island in Northwest in what's called the San Juan's, which is these beautiful islands. Yeah, I've been there, it's beautiful. Yeah, it's very small town. And so the reality is everyone's famous in that neighborhood and that everyone knows who everyone is and their family. And so if you did something totally crazy and like off the bend, And you'd still catch how for it to be cool.

13:06Like you wouldn't get away with it. And so a lot of our focus on privacy. In fact, this is historically trying, this is a bit of a rabbit hole. I don't know if we want to go down there. But you look at the history of privacy. And I can Chris and Tree study topics. Louis Brandas basically created in 1890 with this sort of discosition called the right to privacy that he more or less invented, by the way. The word privacy doesn't appear once in the constitution. And the reason why is, because at the time, it wasn't used in the sense that we mean it, which is the right to live as a stranger among strangers.

13:29Which again, it was a right that was more or less invented to cope with like urban living where we're losing this ability to actually know every bite. And anyhow, long wind up to getting to, I think the group chat phenomenon, not everybody can join the group chat. There's an admin, right? If someone gets completely out of control, they get booted. And then everyone kind of knows everyone. So like, you don't really want to piss people off because there's typically some theme, at least in my group chats, often professional, right? Like I'm in a group chat with Eric and we're a lot of people that have worked together and invested into those companies.

13:54You can't be that much of a dick to be blunt because you'll take a hit for it, right? So it's self -regulating. And I think, to me, if I was to propose a solution to our current bind. It's not less technology and like I read like a put layer in jihad against this thing. I think it's using technology in some way to recreate. I totally agree with that. I mean, I do think the scale ends up being really the problem. I mean, the question to me is like where is the revenue in that model? And this is sort of the interesting question, right? This is something I'm really obsessed with. And it's the germ of something that I explored in the book I'm writing about now in relation to AI, but like we tend to conflate particularly this era like useful tech and lucrative tech.

14:35And those are not like there's technologies that are incredibly useful that are not particularly lucrative like penicillin right now like antibiotics, you know, is making enormous fortunes off them. Even solar power, which is arguably the most useful technology of our age, is a perfectly profitable enterprise, but no one's making like like Rockefeller fortunes, off the solar right now. And then there's technologies that are incredibly lucrative but not particularly socially useful. Like the fan dual trafficking tech is like really good tech. Like it works really well, but it's not like particularly useful, particularly compared to penicillin.

15:13And one of the things I think that ends up happening in a digital space that is so dominated only by commercial options is you don't get as much useful tech that might not have a great business revenue or a business model. And so this question of, well, what's right? So what's the sort of sustaining business model of the group chat? Is an interesting one. Now, obviously, what's app which meta -owns is incredibly valuable company? I mean, incredibly valuable division of meta. There's signal, which is fascinating because it is a nonprofit and I think a really interesting model in that respect. But to your point, I totally agree about this sort of reclaiming kind of community or reclaiming like dumb bar numbers or IRL reactions or what I say in the book is that normal relationships are born of bilateral exchanges of social attention, right?

16:03As opposed to unilateral, right? That's the way we're all conditioned to work. And the question is, it's not a particularly lucrative tech to reclaim. And that to me is the question of, is there some fundamental tension here between what the sort of revenue model incentives are and what the tech is best for us as people or whatever. I mean, one take on that Chris, I mean, just to give you the view from the crypto trenches because I work at a crypto company, group chats are actually huge in the crypto space, and usually on Telegram, which is an app that most people don't use, or most Americans use certainly.

16:35And there you actually either pay to enter the group chat or some apps have actually literally tokenized being able to go into the group chat, see if they buy so many of the token. And then the owner of the group chat was the guy who was leaking the alpha because this is all very speculative, right? The token represents his value. There's a company called Front Tech, that was short -lived. I was part of it for a while, and I had a channel and you could buy the DAGM token, and you could join the group as part of it. But I think the lesson there is that if you overfinancialize things, it loses the social side of it.

17:02The crypto does a lot, right? AI is everything is computer, and crypto everything, money, like really everything. But yeah, I agree with you. I mean, one place I'd maybe queble with you a little bit, or I guess I don't know, I'm confused myself. I think the world we're heading to, the digital version of things is like the mainstream, premium economy version of the world. And then I think our friend, Mark and Jason, that you might know Eric, his is the A and the scientific had you famously said that some people are in reality privileged, right? Some people are wealthy and out for living a certain context in which they don't need the VR headset, right?

17:30Cause like their life's good enough that I need it, but everyone else gets the VR headset. And so how do you strike that balance between the digital versus the real versions of it? But I think what happens is, and again, I think it's the subtext to your entire book, Chris. Who we interact with, who we agree with is completely uncoupled from our actual physical place in the world. And I think that tension between the physical and I wouldn't say spiritual necessarily, but intellectual is that the heart of all, I think the nation state is cracking up in a way to see get humor for a second. And I think the internet's definitely behind part of it, because you don't have the sense of collective consensus that the media and TV, for example, used to create during the Cronkite era.

18:04Used to have some level of synchrony or synergy that would happen with Cronkite saying, and that's the way it is. And somehow now I scroll my feed versus Blue Sky. and it's like, no, I don't know what the way it is actually. It's not completely the other way it is. What's really interesting too is to think about it from it being the opposite problem because so much of what happens in sort of the 20s and 30s particularly when you have sort of huge mass, mass broadcast mediums that can sort of capture attention at scale, right? Is that you have sort of this opposite problem, right? Which is like the problem of the mass media and this is something that Lippmann encounters when he has a job basically propagandizing for entrance into World War One, which is that, whoa, this is an insanely powerful tool.

18:47And you can blast out messages at scale to all these people and get them all thinking the same way or moving the needle in some way. And that was a problem that Lipman wrestles with and all sorts of different folks wrestle with. And now we have the opposite problem, right? There is no getting anything like that. I mean, I've even come to feel one way to think about a public is paying attention to the same thing together. And I've even come to feel like weirdly old man nostalgic for the Super Bowl or when everyone's talking about love island because it feels like, oh, here's a thing that everyone is paying.

19:25I'm not watching love island, but I know that everyone is. And I find some weird comfort in that. I mean, I think it's so funny because I think 20 or 30 years ago this was so particularly if you're Jen Axe and you thought to yourself the sort of alternative in whatever way that like that was stultifying, mass, culture, and middle brow. But I've come to miss that because I think it's the thing we're sort of missing, which is everyone. Football's really the only thing left. This sort of everyone pays attention to together. The elections. Yeah, and elections, although we pay attention in such different ways, but I do think there's something, yeah, there's something lost in that.

20:01And I don't know how to get it back right. And I'm also fully aware it might just be like, I'm 46 and I'm just succumbing to the nostalgia of middle age. What was the last sort of like literary event that like every American paid a tattoo? And my vote is for like Jonathan Frank since the corrections that came out. I was literally going to say, France and the corrections and then like the whole whole way. The whole thing. Right. Everyone had, it's a great book by the way. I like France as a writer. Everyone had to read that damn book. And since then, it's never been the case that everyone's read the same book at all.

20:30Yeah. I mean, with the possible ex -Effrono David Foster Wallace and Infinite Jazz, but it's one I know those books, everyone claims to read, but no, it's actually read. I think people actually did read the corrections. And yeah, it's weird because if you talk to like Gen Xers and particularly I think people like again, Mark who came from maybe not like poor mainstream America, but they always say about the internet and it's like, oh, I finally found my people. Like I was interested in, some weird little niche obsession that in your little Midwestern town, there's nobody doing it. Although, what's also interesting to me too, and I'm always curious about the tech, I feel like I don't have a great sense actually and maybe you guys have a better sense of this.

21:02I think A, it's very funny we refer to the algorithm as like a definite article, like it's sort of to a temic or almost like a deity, like the algorithm served me this. And it's always just unclear to me like how sophisticated the algorithm actually is. Sometimes it just seems very dumb to me where I look at one thing and then it serves me 15 of that. And it's like, I probably could have coded that. That's a that impressive. It's not like that sophisticated. Sometimes it does find things where I'm like, oh, wow, There's something interesting happening here. I write about the book, like taking a gummy and like realizing that it's just showing me pictures of sandwiches and after like 30 minutes of just like, it's like, oh, it knows that I'm high.

21:40Like that's a kind of magic. One of the things I think is interesting is there will be these kinds of things that go viral or have this kind of like allure, that resonance that everyone is then talking about or everyone does, particularly in Gen Z, like reference or even the way that people talk like this sort of brain rot Gen Z way of talking is really interesting to me because that does seem recognizably mass, right? In the same way the 1960s, it was like far out and groovy and all these things that like there is this really distinct argot of Gen Z, but they're getting it all not from mass culture, but from basically algorithmic social media.

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22:24That to me is super fascinating because there's something that's enduring beneath the kind of technological institutional layers of how culture is being mediated and how attention is being captured and bought and sold. Yeah, forget it was there was a man. They did Ireland recently and visit family and the kids need the same argument as in the US. Versus via visited Ireland 20 years ago, you wouldn't be able to understand them because they spoke to dialect that would be an intelligent, bulky American ears. And you see that actually in the US. I mean, this is a thing that I'm really obsessed with too in the US.

22:55Like one of the things that's really fascinating is the lack of sort of geographical distinction in geographical cultures. You're starting to see this, like this shows up in politics, right? Which is that like, it used to be the case that rural, Mississippi, and rural Minnesota just voted very, very differently. And that's because the people that occupied those places had different ethnic backgrounds in Minnesota, like Scandinavian socialists, but also different religious traditions, Southern Baptist versus Lutheran. And there were all these like defining sort of geographic features of different places that would show up in politics.

23:28And increasingly, there is this kind of homogenization happening where all sort of rural folks of certain demographics more and more vote like each other. And also listen to the same music and have the same kind of omniculture. And that's also true of sort of big city, college educated, upper middle class folks where like you could go to the cool neighborhood in Columbus and there's gonna be some restaurant called Stern and STEM that serves whatever like farm to table, like gastropub food. And it's interesting that these sort of omnicultures supplant localism in this moment when we don't have massness as the sort of central cultural feature.

24:14The place is called high -end sprueson Seattle, but it's exactly what you're saying. And it's exactly right. It's all called STEM to Stern or pick this now I would say it's always this kind of folksy and you can over to imagine the artificially distressed would and the artificially distressed people and the exposed styred and the bare filament bulbs and the hoppy, you know, it's all the same. It's all the same. But I think the person who first called this by the way, I think Dan Savage, who was like the sex columnist or whatever for like the Seattle local reg was after the Bush election to be a total Gen X or millennial, he said it's not blue states and red states, it's like a blue urban archipelago in a sea of red and that the culture was actually going to directions.

24:51and you see it everywhere, but the quote or friend, biology, the analogy he cites, if you remember, back when we had Windows machines, you would do something called defragmenting the disk. And what that means is Windows is such an inefficient operating system that a single application started its memory throughout the art drive, and that it slows it down to many places. So you have to do this thing called defragmenting, though it basically write the memory back to the same place that the app would start running fast again. And so what he feels is happening, and of course he believes in this thing called the network state, is that we're basically defragmenting reality, right?

25:20But we need to solve this is take all the people that think like each other and get them back in the same state And it's some sense the fragtadist But I think the realities of that are a little challenging But it's an interesting thought experiment to imagine that if you were to do that right in some magical way Then you would end up with a holy red and a holy blue country or something. Yeah, I mean this question of like how the The sort of individuation of the current attention mark in place and how it relates to What we share and what we don't share is like there's just a bunch of really interesting questions in there Some of which, again, like the point you were making before about like I found my people in the internet like for a trans kid Right who's in a place where there's no one else like them To find on the internet People that are going through this it's incredible right and that's true for a million different Ways of being that you might be as a teenager or as a young adult or as an old adult right but There is a level of individuation built into the technology and the market technology of it now, which drives towards ever more individuation, but that individuation fails in really interesting ways.

26:24Can I ask you a question, Antonio? Because I'm really curious about this. So to me, one of the big, unsolves questions that I never quite wrestled with the ground, I talk a little bit about this notion of like sub prime attention is like there's sort of two different ways of looking at ad tech to oversimplify. One is that has all this incredibly personalized data that no advertiser has ever had access to. It's not just talking to a generic man head of household in the 50s. It's talking to you like you Chris Hayes. I know what you live and what you do and how would you make it like what your medications are, right?

26:57That allows at a level of sophistication and optimization that's never been possible before. And then the other side of this is like for all of that being true, it's amazing how sort of badge -locky and ineffective most internet advertising is. And I think there's some truth to both of them, and I kind of wrestle with them a bit in the book, but never feel like resolved on the question. I'm curious how you think about that. Yeah, no, it's a good point. I mean, it's funny. It's going to take us way back last time when I was on your show, probably because it's probably what I was on for. The whole Cambridge Analytica scandal.

27:29Exactly. You don't need to go on the rabbit hole. It's a whole story. Everyone's probably heard as much as they want to hear about it. There's no way to do that, right? And any media buyer will tell you that a lot of ads are still crap. but it's true. It's still kind of a statistical phenomenon. Just like to put numbers on it, with the CTR, they click through rate, like how often a user engages on a thing like Instagram, at least 97 % of people who looked at it were just completely indifferent to the thing. Right. And just didn't engage. Yeah. I mean, lucky. You can really do a technical deep down there.

27:55I mean, yes, that data's out there, but a lot of it's super fragmented. And it often exists in varying silos. And then there's drift and bullshit to be in advertised. But we'll sell you data. It's not nearly as accurate as you think it is. I mean, companies like Facebook that actually do you have a first -party relationship with a user, often have better data for that reason? And if nothing else, they have a stable notion of identity. It's the same trace haze or the same intonation that shows up on the app every time. So they kind of know, when if you just jump on a website, it's based on a cookie, and that's so transient these days, that it's basically meaningless.

28:22So it's just a lot of practical problems. And again, it's funny. I actually did a story for Wired about it because it pissed me off so much. You know, the whole conspiracy theory that Zuck is listening to you through your phone or whatever. Well, so here's my question. This strikes me a lot. So when you're on TikTok, right? TikTok is pretty ad -heavy these days. And I'm always struck that like every ad feels like something from like the home shopping network or like infomercial, I would see it like 5 .30 AM before cartoons came on on a Saturday morning in my youth. And I just, I keep thinking to myself, I'm like, why isn't progressive auto -surance or GM serving me ads here if this ad tech works?

28:57Like why are the people that spend like the most amount of money in advertising? And for whom this is particularly true for brands, like car brands and insurance brands where, you know, there's unbelievable continuity, right? People just keep the same thing. And that's why, like, traditionally, right? The younger demographics in advertising were so valuable. You want to sell someone their first Toyota because they're just going to buy Toyota's after that. So you're really purchasing a lifetime of purchases. So, if that's the case, and young people aren't ticked out, it's like, if this is such effective advertising and Detroit spends, like, why do they never get that there?

29:31I don't know. Maybe they're just dinosaurs and they're wrong, or maybe it's not as good, but I just don't know the answer to it. It's totally true. I mean, there's TikTok, there's an app called What Not. I mean, it's basically people stopping for a product and then buying from it. I think it works for D to C brands, right? It's very niche brands that people associate with and buy very easily. I mean, you're absolutely correct. That's the whole point of brand advertising, right? Again, to use more ad techies, high LTV, high lifetime value, right? If you become a Ford buyer for the continuity of your life, you must stay and you buy an SUV when you have a family, That's literally kind of thousand.

30:02I'm not sure. I don't know if it's like a thing to answer. It's so striking to me that that's the case. And particularly how much that still dominates these older media that's still when you watch a big sports game on a broadcast if you're watching Sunday football. And there also that scale that is very hard to replicate with TikTok. to your point about how scalable the TikTok stuff is like, if you make some like nifty little gizmo that you can drop shit from China and you have low overhead, you can sell it to a small number of people on TikTok. That's not the way you're going to sell a 4F150.

30:41So there's a sort of interesting scale question there. But I also just wonder like what the next, basically, we've seen these sort of movements from text -based to video. And if there's something after that, Like, basically what the next big thing is, what is the next bite dance that does detect talk what TikTok sort of did to the incumbents and Facebook and stuff like that? I mean, my vote would be for AI. To frame it as a bigger thing, right? We're going from sort of a textual culture. I think you said somewhere in the book that like the thought that we're going to be reading a 6 ,000 word thought piece in the New Yorker.

31:15I doubt most young people can even do that. I can barely do it, actually, even though I used to do it regularly. I've of course myself to do it, which is weird, but it doesn't mean we're going back one oral phase in which we're going to be citing Homer and I am the pentameter or something. The oral phase, which Neil Postman writes about a lot, that was very mnemonic, right? It was very memory intensive. People had these sort of recognizable tropes and forms, but they also remembered a lot. They knew they could recite poetry, they could recite biblical verses. There was an enormous amount stored in the brain.

31:45Yeah, I mean, I think we were at the tail end of that. I saw it to memorize Shakespeare's at some high school, which I, yeah, I think, Right, but we have to be more. But I think the oral textual divide wasn't even about the format. It's the formal thought, right? And when I talk to the AI, I don't think they're human, by the way. I think everyone who thinks they're human is crazy. But I talk to it as if it were a human, because that's actually the best way to interface with it. And you engage in this sort of stocratic dialogue with it, trying to get an answer. Sometimes the AI bot gets crazy and hallucinates, I mean, sort of humans, and you kind of have to put it back on the right course.

32:12But I think that's the thing, right? And talking to the human, and when you manage to map that to like e -commerce or travel, When I can say I want to go, which I do, go to France for a week in August to see my daughter and spend a week in Brittany So book me an Airbnb book me a flight and make it not cost more than $3 ,000 if that's impossible Right. Just give me a button that says go and do it. I mean, I would literally bet large portions might not worth in time That's the future. That's gonna be the gateway. AI is gonna upstream everything about the consumer experience That I totally agree with my bigger question is what it does to like I'm just like, dickin' around on your phone.

32:45Like, I agree that there are these very obvious to me use cases, incredibly useful cases of if it gets good enough, particularly the sort of a genetic idea that you're describing there. There's lots of stuff. And the idea of it essentially becoming in the way the browser was like the sort of interface being the thing that you're talking to, right? But that's to do all the useful stuff, right? Like, my question's like, what does it do? Like when you get that screen time notification on your phone, right, what you're doing is you're looking A lot of it is not booking flights and doing stuff some of it is but What it does to that part of it is sort of the big I don't have the answer I don't think anyone has the answer I think if you had the answer you could probably make a fortune with the right bet but I just don't know what it's gonna do there the place we started, which is my wonder if it produces a kind of brute force level of pollution that then actually becomes hard to manage for the platforms.

33:43Two, it gets so good that it creates this kind of surreal new genre of pure, attentional drug, like the slot machine that people just watch and doesn't have any real meaning, because it's just this complete neural network produced hive mind creation or people just opt for humans and it doesn't really change it that much anyway. They'll seem like the three big options. There's a paper from Yahoo Research in 2001 or two or something in which they use the Mucca Iron Bandit Problem which precedes advertising obviously. But then they adapt it because if you look at a page, there's several bandits there, right, which different ads.

34:24And if you click on one, there's a chance of it leading to a conversion or not. And a lot of the math behind this one I forgot. Oh, that's cool. as a side footnote, I think look at the Apple vision as an example, right? It's like way too bulky, it's way too expensive. It's not quite good enough yet. No, and I think the thing about the Apple vision in VR to me is, and I write some like incirons call about this, like at a certain point, if you're thinking about this commodity, and you come up against these hard limits, right? So at certain point, it's like, okay, we have people looking at their phones as much as they possibly can.

34:51If we keep them awake a little longer, we can get more out of it. We start going to children, we can go, we sold the phone to everyone in the world. Like, how do you keep expanding the frontier of the commodity to mind. And that's why VR is so important from that. Because if you have it literally every second, you've just unlocked this enormous new landscape. You've discovered these like new deep sea reserves, right? That no one had before. The now every literally every second, right? If it's on every waking second, you can now mine that attention and extract and commodify it in a way that wasn't before.

35:25And because Apple did this once before with the smartphone as the a crucial piece of hardware to massively expand that supply. Like that's, I think, the kind of commercial logic of the device, right? Whatever it does after that. But it's only gonna be waking hours, Chris. 16 hours, we're gonna eat full neuralink that actually run ads inside your dreams. No, we're gonna need the full 24. That's the point. It's the frontiers. Like there's a certain repatience is here. You know, well, of course there is. I can see that the attack industry is completely repatient. It's where at the end of chaos in Monkyshire, I think in the like afterward that I wrote in the second edition or whatever it was, I mentioned that Facebook is running out of people, right?

36:03Exactly, right. Yeah. Like I made the book that they'd start bringing new humans just to become Facebook users to sell them ads or something, which obviously is ridiculous. But I think it's a similar concept that there's actually only so many attention hours in the day. Yeah. And you do come up, you know, definitely not like a degrowth leftist at all. I would call myself like a pro -grossed left liberal abundance. I think as we call it these days, abundance, Christ the fun. Yes. Distinct from that in some ways. But I guess my point would be there are these fundamental tensions between the need for endless growth and what boundaries you hit up against and what it does to people and you could create a company that was just provided a useful service and printed money for a long time.

36:45And in some ways, Google had that for a long time. Like they had a genuinely useful service. It genuinely transformed how we got information. It was insanely profitable. It was a money printing machine. And it wasn't enough, right? Like you have to grow it. That's that. And in some ways, with the use of AI, like the entire open web that was the basis for the first iteration of Google is collapsing underneath it. And what comes after when you talk about this sort of interface we have with the A etch app. I find that for my work, the only way that I can use AI is with web search on and telling it to site everything, because I can't risk a hallucination.

37:28And so what I need to do is I need to check everything against like, did a person report this? A human being go and call this person. Is that name right? And I do wonder like the seriality that we're all entering into once the kind of growth revenue model collapses the open web. Like what is left, the stuff that's actually being used to create all that useful information, who's going to maintain that if the whole thing collapses? Yeah, I think I said Eddard Abbey and Cass Muckis, Amprograph and their somewhere that grows for the sake of growth is the ideology of the cancer cell. Right, exactly, yes, exactly.

38:04Kind of true. So, I mean, yeah, it's funny. I cite the buttons agenda, which, you know, is Ezra's Dare's book that basically is telling the left, okay, don't be dumb about capitalism and growth. Like, it could actually be a good thing, right? And I think there's another book by Alex Carp of Palantir called The Technological Republic. That's basically telling the right, look, I mean, the market isn't actually the solution to everything and doesn't actually necessarily tell us what is good, the sumum bone, like what are the ultimate good ends of social life? The market isn't necessarily that answer that question.

38:30I mean, I think Peter T. O 'Fan will say, I asked this question. We're promised flying cars, and you got 140 characters. I'll say this on that last point, it's interesting to me to compare the amount of CapEx and media attention to AI versus the kind of insane solar power revolution happening right now, because it's a little like the flying car 140 character thing. Like we've been burning carbon for energy before the industrial revolution, right? We've been burning trees for wood stoves And then we got the industrial illusion and we've been burning fossil fuels specifically. But a world where we get to, which is totally possible now, I think from an engineering standpoint of like the marginal cost of energy basically dropping to essentially zero, where we just get the solar tech good enough that we kind of reclaim the abundance to use a word of the sun.

39:25They write about that in the book a bit. Like that is such a wildly revolutionary thing to happen. And partly because it's not that lucrative, I think in the end. But also, it's not that potentially salient in the way that AI is. And so you do have this weird thing happening, which is like all the catbacks, all the attention is like the future technology, the epic defining technology is going to be AI. And I don't know if I agree with that or not. I understand why people, some people think that's true. I understand some of the skepticism. But it's interesting to contrast that with the fact that like right now we're in the midst of an apoccal transformation in how we get energy and it's just not that sexy.

40:05You didn't mention nuclear, Chris, nuclear matter is part of the portfolio, but I agree with you that having basically at the margins, the intelligence and at the origin free energy is going to not. Yeah, that's right. That's, yes. Those two things combined like might be like within pretty close. And obviously they're related, right? Because the energy consumption on the computer is enormous. Yep. And you're going to need the build out. But if you got to that point, it's a Jesus. What does that even look like? I don't know. Chris, I know you got to run. So thank you so much for coming on the podcast.

40:34The book is The Sirens Call, How Attention Became the World's Most Endangered Resource. Thanks so much for coming on the show. I really enjoyed that. Thanks so much. Thanks for listening to the A16Z podcast. If you enjoyed the episode, let us know by leaving a review at ratethispodcast .com slash a16z. We've got more great conversations coming your way. See you next time.

From the publisher

What happens when AI starts generating content for everyone—and no one wants to watch it?

In this episode, MSNBC’s Chris Hayes and ad tech veteran Antonio García Martínez join a16z General Partner, Erik Torenberg to unpack the shifting economics of attention: from the rise of “AI slop” and spammy feeds to the difference between what we want to pay attention to and what platforms push on us.

They explore:

  • How AI changes what gets created and what gets seen
  • Why internet ads still mostly suck
  • The return of group chats—and the slow death of mass culture

Based on Chris’s new book The Sirens Call, this is a candid look at what AI might amplify or break in our online lives.

 

Timecodes:

0:00 Introduction 

1:47 Meet the Guests: Chris Hayes & Antonio Garcia Martinez

3:01 The Economics of Attention & AI Slop

6:38 Acquisition vs. Retention: The Attention Challenge

10:01 Fame, Identity, and Social Media Fragmentation

13:21 The Group Chat Solution & Privacy

16:01 Business Models, Community, and Technology

19:01 Mass Culture, Fragmentation, and the Algorithm

23:01 Ad Tech, Personalization, and Advertising Effectiveness

29:01 The Future: AI, Growth, and Abundance

 

Resources: 

Find Chris on X: https://x.com/chrislhayes

Find Antonio on X: https://x.com/antoniogm

Learn more about Chris’ book ‘The Sirens' Call’: https://sirenscallbook.com/

Learn more about Antonio’s book ‘Chaos Monkeys’: https://www.harpercollins.com/products/chaos-monkeys-antonio-garcia-martinez?variant=32207601532962

 

Stay Updated: 

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


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