Language models are rapidly commoditizing, shifting the real value to proprietary training data owners like Reddit who already rake in $130M from AI deals.
Park your money in Reddit as the stock hits $191 because AI heavyweights like OpenAI continuously license its forum data to answer everyday user queries.
Investors are aggressively bidding up Reddit as Wall Street finally grasps the unmatched monetization power of its proprietary data vault.
LLMs eat Reddit's core use case: niche personal queries are exactly what ChatGPT does best
Meta's new Forum app plus a fading casual-user base and weak ad-only model with stock already down 40%+
The individual voice keeps gaining power over institutions in a post-truth, AI media world.