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媒体的未来是一家银行:代理资本重新定价注意力
Hu Xiu· 2025-09-16 08:45
Core Viewpoint - The future of subscriptions lies in spontaneous payment systems, where users curate their information through autonomous AI agents trained on their preferences, allowing for microtransactions as a form of tipping for content [1][27][24]. Group 1: Media Industry Transformation - The media industry is fragmented, and the combination of AI and digital wallets can unlock new audiences and spending opportunities [2][10]. - Traditional subscription models are becoming obsolete as the rise of AI agents creates new audiences for media [16][26]. - The concept of media is evolving, with media companies needing to adapt to new consumer behaviors and preferences [15][18]. Group 2: Consumer Behavior and Engagement - The new desirable consumer will possess high agentic capital, utilizing AI to optimize their entertainment spending [1][38]. - Attention will increasingly be measured through stablecoin transactions rather than traditional engagement metrics [1][25]. - Consumers are motivated to pay for media not just for access but to support creators and their viewpoints [28][29]. Group 3: Payment Systems and Monetization - Spontaneous payment systems are already prevalent in platforms like OnlyFans and TikTok, but have yet to be fully realized in digital media [27][29]. - Micropayments have the potential to replace subscriptions as a means of quantifying attention, allowing for more flexible and personalized payment structures [29][30]. - The infrastructure for efficient storage and distribution of entertainment consumption is necessary for the evolution of media monetization [30][45]. Group 4: The Role of AI in Media Consumption - AI agents will extend consumer attention and spending power, creating a new class of audience that can efficiently allocate their entertainment budgets [38][39]. - The interaction between human taste and AI will lead to a new hierarchy of content consumption, where both humans and AI agents participate [23][24]. - The most successful individuals will be those with the highest agentic capital, indicating a shift in how taste and status are perceived in the media landscape [43][42].