Tomasz Tunguz · 3 September 2026 · Investment Thesis

The Ads Model for Prompts Vertically Integrates AI

Tomasz Tunguz, MD @ Theory

Meta's new tiered pricing for Muse Spark—offering a 92% discount for data-sharing versus privacy—formalizes an "ads model" for AI inference: subsidized compute in exchange for training data, vertically integrating the data supply chain just as search and social platforms did for digital advertising.

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Topics: AI (Horizontal) · AI Infrastructure

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