Big Technology Podcast - How AI Is Changing Writing — With Tony Stubblebine

Episode Date: October 29, 2025

Tony Stubblebine is the CEO of Medium. He joins Big Technology to discuss the future of writing in the age of AI and how platforms should handle AI-generated content. Tune in to hear fresh data on Cha...tGPT vs. Google referral quality, Gemini’s impact on click-throughs, and Medium’s anti-spam approach. We also cover Cloudflare AI blocking, creator payouts, and Medium’s writing app. Hit play for a candid operator’s view of what survives—and thrives—as AI floods the web. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

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Starting point is 00:00:00 What is the future of writing in the age of AI and what does medium want to be? We'll cover that right after this. Welcome to Big Technology Podcast, a show for cool-headed and nuanced conversation of the tech world and beyond. Today we have a... The truth is AI security is identity security. An AI agent isn't just a piece of code. It's a first-class citizen in your digital ecosystem and it needs to be treated like one. That's why ACTA is taking the lead to secure these AI agents.
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Starting point is 00:01:29 CEO of Medium, Tony Stubblebine. Tony, it's great to see you. Welcome to the show. Thank you for having me in person. This is great. It's great to have you here. We're going to cover a lot of ground today. I think one of the things that's fascinating about Medium is you're sort of ground zero for a lot of the questions we ask about AI.
Starting point is 00:01:46 Do we want AI writing? How should AI be crawled by generative AI agents, AI engines, all of the above? We're going to get into all of it. Let's start right away with AI slop because why start slow? There was a story in Medium, talking about how AI Slop is flooding, as flooding medium. Sorry, a story in Wired, talking about how AI Slop is flooding, flooding medium. You took issue with the story. Let me just at least put the premise of it out there and give you a chance to respond.
Starting point is 00:02:15 Wired spoke with this company called Pangram Labs. It looked at more than 270,000 stories. It found that something like 47,000, 47% were AI generated. Is AI Slop a growing problem? on the internet? How is medium dealing with it? Is this a fair study that they did on your content? Oh, these are multiple questions. Yes, Slop is an important thing going on right now. Should we define it? Yeah. What's your definition of AI Slop? Because AI generated stories aren't necessarily slop or are they? Right. There's a spectrum of it. So let's start with like
Starting point is 00:02:54 every platform is mostly deleting and hiding the things that get posted to it. So this whole idea that censorship is bad is sort of like bullshit because if you run a platform, the majority of what people try to post on your platform is spam. And this is like no one would debate whether or not we're doing the right thing by getting rid of it because it's like Viagra ads or just like really like outright financial scams or like content that's literally made illegal by for good reason, CSAM and whatnot. So we're already in the business of trying to prevent certain types of content from making it out into the algorithm. And what happened in the age of AI generated content is that there's
Starting point is 00:03:39 this like slightly more human form of content or that or at least it looked more human, but it's really nothing. It's just a new form of spam. And so we treat it the way we like treat all spam. It's like if we can catch it and block it outright, we catch it and block it outright. If we can't be 100% sure that the user should be blocked or removed from the platform, we'll allow it onto the platform, but really try hard not to let it make its way either into the Google search index or into our own recommendations. So this article from Wired, I think my favorite thing about it, for what it's worth,
Starting point is 00:04:21 is the way that they created a meme. Like, just this phrase AI slop, I had not seen it anywhere until that one article, and then they wrote some follow-up articles, yeah. It was already a pretty common term. It's actually surprising to me that you hadn't. Really? You were already using that. I just, it
Starting point is 00:04:38 just felt like that term became the de facto term in that moment. I just like, yeah, I like to see kind of the curve of a meme take off. And it's a good term. It's the right we should all be using it. What I took issue with, honestly, was that it was asking the wrong question. Does it matter how much slop is on medium, or does it matter, which is the question they were asking, and does it matter how much slop our readers are seeing, which is the question
Starting point is 00:05:07 I'm asking, right? So we do all of this work to prevent readers from seeing the slop, and I think we're doing a really good job. I think, you know, like, for the most part, when I get complaints about AI content on Medium, it's what's showing up in the comments. It's not what's showing up in the post. Their recommendation system is quite good. So I think that was the first thing I took issue with. And then there was something just suspect about the service provider that they used where it's like they, at the same time this article is coming out, that service provider is using the article to try to get me to hire them. And they just felt like a conflict of interest. Oh, so they, so by the way, AI slop, just to define it, just low quality, written content, sometimes images and videos, but in your case, I think written, that's just being posted on the internet for engagement hacking.
Starting point is 00:05:58 Yeah, right. I mean, you could just think of it as like a prompt. Like, you know, it's like, oh, explain AI, you know, and you go to chat 2PT and say, write 5,000 words about AI for me, and then you just cut and paste that into medium. But I think a lot of it is also, it is following the incentives of the Internet already because if we're being honest, there's a ton of content out there on the Internet that is being sort of generated in really low quality ways, whether it's outsource writing or whatever it might be, that's sort of responding to these incentives to like get stuff in front of search engines. And how different does this feel to you than pre-AI slop? I mean, those incentives already existed. Not different. But the question I have for you is the scale, because you're seeing this on the provider end. Are you seeing a real increase in this type of content showing up on medium because of the scale?
Starting point is 00:06:49 We saw like a 10x increase in what people were trying to post on medium. But also, at some level, it was kind of a non-issue because the tools we used to battle it are the same tools we were already using to battle spam and to filter the good stuff into the network and leave the bad stuff out. So we got a huge increase in volume, but not in what the readers see. And still I'm somewhat perplexed that that article made it to print because it was really a nothing burger for us. It just, it was a little bit of extra work, but the same type of work we were already doing. It's funny you say, we got an increase. Is that increase still being sustained that 10x increase?
Starting point is 00:07:36 Yeah, it didn't, it didn't turn out to be exponential. It came and I think we tightened up and maybe became less interesting. But, you know, it's like it was just a step function and the change in price. And that there's not as significant of a change in price to create that slop anymore. And, you know, it gets incrementally cheaper, but it's still like it was somewhat cheap and then it became very cheap. And that's just like night and day. And that night and day, I think, just created a one-time change in the amount of trash that was getting thrown at platforms. And I think that's true for all platforms.
Starting point is 00:08:17 You said something very interesting that the provider, the tech company that went to Wired with this data then came to you and tried to sell you their AI detection services. I hadn't known that. I mean, the reporter knew. Really? This was happening while the story was underway. Mm-hmm. Did they write, did they include that in the story? I can't quite remember.
Starting point is 00:08:42 It was like, I don't know, this is sort of a little bit, to me, the story is a little bit suss just because of that. But the reporter did, you know, at least give our case that what gets read matters more than what exists. Yeah, in the deck it was, it was Tony Stubblebine says, it shouldn't matter at all. But let me give in this counterpoint here about why it should matter. You already brought up search engine indexing,
Starting point is 00:09:14 and you're trying to make sure that this stuff is not indexed via search engine. One thing that medium, as someone who writes on medium, I also write on substack. We're going to get into the difference between medium and substack in a bit. But as someone who writes on medium, one thing I see is medium ranks really high in search. I wrote this story, this profile on Dario Amade. You cannot find it on substack, but I posted the same post on Medium, and it ranks way up there when you're searching for Dario. And I imagine that if I was someone who was in the business of putting up AI slop trying to get traffic and revenue from search engines, even if Medium is not recommending that to readers, it's actually a great venue to try to get in front of people because of the search ranking.
Starting point is 00:10:00 I feel like I'd rather just lean into for your for your listeners yeah like SEO on medium is great and that's a reason to write on medium for as far as fighting the AI swap the thing that we do for them is the same as we do for spam is we literally remove them from the Google index like we we spend a fair amount of time actually making sure that that the quality of what we index on Google is high. And I think what we've heard from Google, actually, is sometimes they're confused by what we're saying, no index to. And I've gotten emails that have brought up stories that literally ask why these 10 stories are an index. And we look at them and we think, yeah, because we don't think they're real enough.
Starting point is 00:10:54 We don't think they're authentic enough. We don't think they're deep enough. Yeah. It's fascinating because it gets right into this conversation about whether all AI generated content is slop. And I even let off this conversation asking, what's the future of writing or blogging in the age of AI? And it seems like AI is getting better at writing,
Starting point is 00:11:19 and is there going to be a point where people in the position that you are in, say, you know what, it's better than most humans at writing. Let's just let a rip. I am always confused by when people worry about the future of writing. So let me just start with first principles, right? Like, writing is thinking and smart people like to think. That's not going away. When you have a thought and you put it under paper or put it, you know, type it out,
Starting point is 00:11:51 suddenly there's like all these subconscious, like, feelings about that thought, all of your like life lessons get articulated in a way. where just as the writer, you understand it better. And so the role of AI in there is not to replace you. Like if you're someone that thinks there's value to your life and being smart, like you're not going to stop writing. And it's the same with reading. We've been down this path with,
Starting point is 00:12:15 is it valuable to get a summary rather than read the whole thing? This is like the Cliff Notes story. The Cliff Notes did not replace the book because there's something about the way our brains work that learn through story. And a lot of what we're learning is the human components of that story. It's not just a set of facts.
Starting point is 00:12:36 It's the humans involved in that story. What did they learn? What did they think of it? Like if they're giving advice, why? All of that stuff ends up mattering. And it's why self-help books are as long as they are. The advice is usually a page.
Starting point is 00:12:55 But then half the book is social proof. And that's for a reason, is to help you understand why you might make the effort to take that advice. And so I just, I never have any doubts about trends about writing because I just, I don't think that there is ever going to stop being a market of people who think their life gets better if they get smarter. Like, that's not going away, right? And so where people are getting confused is it just turns out there's a lot of writing that's only, done for bullshit reasons, right? It's like, I'm required to give a report or I have to pass some writing up to some bureaucracy, right? And so you're just checking the box on having provided any writing at all. And yeah, AI can do that, but that was never about thinking or being
Starting point is 00:13:46 smarter in the first place. Yeah, I think we'll both agree that there is real virtue in writing. I mean, I do it as living. You've done it as living for a long time. That idea of going from something that you think you know and then you start writing it and you realize you don't really know it at all yeah there's great value in trying to get connect those ideas on the page that's obviously you know we're big technology podcast that's why amazon does their six pagers is to try to although maybe those are going to be AI generated and that's a real question and they do it so they can you know instead of having a powerpoint where your ideas are disconnected you write it down so you actually know what you're talking about and i think that's been a big driver of success within that company
Starting point is 00:14:28 for a long time. Similarly, you know, when I'm trying to get into the bottom of concepts or think I know certain things and I'm writing it down, I'm like, oh, God, I got to make another phone call because I have no idea what happened in the middle of that story that I'm reporting. So, I love that, like, that anecdote is so powerful, right? It's that you think you understood what you were talking about until you had to force yourself to put it into words and then you realize there's huge gaps, right? That's like, that is the proof of how important writing is the thinking. Yeah, no, so I think we're both in agreement here that writing, writing is good.
Starting point is 00:15:04 Let's preserve it. Yeah. The other side of it, though, is that, is that I think that we, I think, actually, I don't even think, I know that both of us believed that AI wasn't going to be or was not very useful in writing, and now we both believe that it is becoming more useful. This is something that you wrote in August. Is there a way to use AI to deepen understanding or help? writers tell their human stories. Two years ago, we thought the value to writers and readers
Starting point is 00:15:32 was less than zero. The AI companies had leached value from your writing without offering consent, credit, or compensation. They enabled a wave of spam that tried to replace your writing with hallucinated slop. As we've continued working on making media in the best place to read and write, we've noticed and heard from our readers and writers that some use of AI is starting to be useful. So it is starting to be helpful in this process. I thought I was going to regret having written that when you started reading it. But now now I now having heard it back, I love it. Like I pulled no punches on that. I think I think what I was saying there is just like a blunt commentary of the state of AI at any given moment. And not that AI could net like two years ago it wasn't I thought
Starting point is 00:16:20 AI could never be valuable. I thought in that moment it was literally just, creating problems and and I mean that was true like it was not good enough to really help the writers and it was providing more spam and more slop and I mean it wasn't a ton of work to fight it back but it was some and it was creating a real sense of unfairness in the community I mean our community thinks that their content got stolen and not for a legal reason but for like a for a reason of society, right? Like, societies run on exchange of value. And for these AI companies to train on the content and offer nothing in return just breaks that, like, that sense of fairness
Starting point is 00:17:11 that, well, if you got something, I should get something to. And they crawled and trained on medium content? Oh, yeah, for sure. So here's a lesson that I'm bringing up more often, because I think if they don't get their act together, we'll go do it again. We learned really early on that Medium is a big enough corpus of data that we can poison the results of any large language model. And the way we learn this is because my boss and the founder of Medium, Evan Williams, when he started Medium, he was a huge fan of M-Dashes. And so he's the one that built it early on.
Starting point is 00:17:54 on into medium that if you do a double dash or dash in certain points, it gets automatically converted to m dashes. And so as a result, m dashes became just like automatically added into medium content for a decade and then also just culturally part of medium. Like writers who never heard of m dashes are suddenly seeing m dashes. And so the medium training, the training set of just the medium corpus is so heavy on m dashes because that's what Evan Williams like thought, they were beautiful, among many typographical opinions of his... Wait, this is why Chatsyp.T. writes with m-dashes? I'm saying it's because of medium. Absolutely. It's because we, in part, we popularized
Starting point is 00:18:37 it in other parts of the internet, too, but the medium corpus is very, very deep in those and so great. So when you hear, oh, this must have been written by AI because it's got so many m-dashes, it's because the AI is trained on medium, which does have a lot of m-dashes naturally. So, like, I think that if we can't find some fair exchange of value, if we can't get something going, if they insist on continuing to train and work around our blocks and, you know, continuing to avoid even paying for what they're training on, I think we're just, like, a lot of other platforms are going to quietly catch their crawlers and poison the content that they're training on. And who knows, you know, what weird hallucinations we can fit into their training sets. So you would play dirty like that?
Starting point is 00:19:32 I mean, this is a prisoner's dilemma, right? You start collaborative. If you're matched with collaborative, you stay collaborative. If you're not matched, then you have to switch too, right? Like, you know, effectively they're antisocial, is what I would say. Like, all of these companies, Open AI, Google, Anthropic, like, they could have started with, hey, we want to do this thing. We think we're going to get a lot of value out of it. We want to train on your content.
Starting point is 00:20:03 How can we help you get value out of it? Like, that could have been the starting point. And instead, like, their choice, completely their choice, they took the starting point of, we're going to train on your content. What are you going to do about it? And so it's taken the industry a while to react. but we are reacting right now, and I wish we had reacted as an industry earlier. But now that we do, I think we're going to have to see which of these companies want to come to the table and which are going to continue to be antisocial.
Starting point is 00:20:33 And if they are, they're going to be met with the antisocial behavior, of course. Yeah, okay. So we have some news about the steps you're taking here to fight back. We're going to get to that in a minute. But I just want to keep following the thread that we started on, which is, this idea that this was not very useful for writing. AI tools are not very useful for writing a little bit ago. Now they're becoming useful.
Starting point is 00:20:55 So where have you found the useful areas? Oh, yeah. I think the thing we're most excited about is the idea of an AI agent acting as your assistant as you're writing. So as we're building, we're building writing tools right now. we're about to actually announce that we've broken ground on a new writing app for Medium. We'd say more about that. I mean, come to Medium Day on Friday. When does this go live?
Starting point is 00:21:26 This is going to go live after that, so you can talk more about it. Yeah. So we're a companion to Medium for all of your writing, for your notes, for your drafts, for things you're planning to publish, for things that you're sharing. containing, like, all of the things that feed into that writing, you know, saved articles, you're reading history sometimes, and we found a couple things is, one, AI applied to your own writing is such a helpful way to search and organize it, right? Because now instead of like a keyword search, you have this free form kind of way to say like, oh, you know, I've got all these deadlines coming up.
Starting point is 00:22:21 Can you summarize all my notes about, you know, this upcoming project and list out the deadlines in date order? Like you can just tell an AI that now, right? But we've only been able to look at it through the lens of the entire Internet, right? That's what ChatGPT will do that for everything. on the internet. We haven't really seen a lot of that applied to everything that you've ever written. And there's a lesson I had learned in the past I used to come kind of from a world of productivity. I spent a big chunk of time there, which is productivity nerds are always making complicated systems that are fragile and breakdown. And the ideal system allows you to be
Starting point is 00:23:03 messy. And I think that's what AI lets you do there. And then there's this other piece of AI as the writing assistant and the our view there is is that actually you can kind of put the AI to the side and then what it'll allow you to do is stay in your train of thought right so this is not AI replacing you this actually AI letting you be more human like get your thoughts onto paper and then and then when you're coming back around for the edit pass AI has like a lot of really smart suggestions alongside of it so that's that That's what we've figured out as we start to actually fold the current state of AI into helping people write more. Okay, so let's talk about a couple of these things.
Starting point is 00:23:51 So first of all, AI allowing you to be messy. Am I reading it right that for these old productivity tools, you'd have to really like use their systems? And I'm thinking about Rome. Yeah, with Rome. I tried to use that that broke my brain. It was so complicated to use. It was like you have to make headings and subheads and subheads of subheads and subheads of different children and parent things. And some people who, I don't know, whatever, their brain works that way, could use it.
Starting point is 00:24:19 I couldn't use it. And so what you're saying is what AI will allow you to do on the productivity end is maybe just dump all your notes and writing and emails into one thing. And then you can just query it and it will be able to handle that unstructured data well. Yeah. There was a word we're using, which is not the app name, but we've been using the word bucket for a while, which is just the idea of what does it take for you to feel safe to think like this is a bucket that I can throw anything into it and I don't have to spend time organizing it and I know I'll be able to get it out when I need to like what's required to design an app to do that and I think
Starting point is 00:24:54 it's possible now right and before it was just like you would have to like yeah goodness gracious the amount of work that went into it's called building a second brain yeah it's like you're your entire our first brain is being used to build this second brain. I'm sure it worked well for some people, not for me. It did. It did. And if you're extremely motivated, yeah, I would say I think the second brain concept is mainstream, but the current implementation is not because it's too hard.
Starting point is 00:25:20 Right. Yeah. Sorry to all the productivity folks that I've offended with that. But having a better tool, and I think you're right, Generva, I could enable that type of thing being built. I'm looking forward to using yours. And then the writing side of things, this will enable the, writer to basically have an AI editor. It's funny because I use that now with ChachyPT. I'll
Starting point is 00:25:42 drop my drafts in, my interviews in, and I'll ask like, what did I miss? Did I capture the tone of the interview faithfully? And so you're going to build something purpose built for that? Yes. And some of the things you've seen already are good, and we'll include those. but we have some unique takes on it that I think reflect that we are actual writers and we've written a lot over the years and we have kind of a deep understanding of all the writing processes from idea to publication yeah okay so how how AI changes the future of writing we've talked a little bit about the production of writing and why that is important there's the other side of it is since we're here with the CEO of medium is the
Starting point is 00:26:29 The other side of it is how a publication or a platform handles this writing. Now, you've talked a little bit about how you don't want low-quality AI content on medium and we'll treat it as spam, but also in that post where you talked about how AI is becoming more useful. You clearly say we're going to limit the distribution of AI-generated content, and you'll say no to AI-generated content in your partner program, Then you had something interesting that you said after that headline about not including AI generated content in your partner program, which I think pays some humans to write on Medium. You wrote, even if chat sheet BT could generate a perfectly valuable story,
Starting point is 00:27:16 we still want our partner program to incentivize human storytellers. And that even if is interesting because you really went from a place where you thought that there was no use here to now even acknowledging the fact. that chat GPT could write a valuable story. So we both see this stuff improving and making more useful content. So what does a world look like where chat GPT could write, you know, as well? Again, I'll go back to it. Forget like we both agree there's a virtue to writing, but forget the production side of it.
Starting point is 00:27:50 Now I want to talk about the publication side of it to you. I wonder if you have like a go-to good research example. The one I've been using is I spend most of my time a little bit north of New York City, and I have a go-to research prompt, which is go-find events in my area in the next two weeks. And then I go on to say, specifically look for these sporting events. I'm in the boonies. So my sporting events are minor league baseball, minor league soccer, and roller derby. But that's what, like, I just want to know.
Starting point is 00:28:27 Are they in town? Um, are there, uh, what's going on at the county fairs? What's going on at like art openings? Like, what's going on at the movies? Like, just like find all of that and give it to me. And so this is a customized, uh, event calendar for me essentially that is probably relevant to anyone. Thousands of people. Thousands of people. So why wouldn't I publish that, right? There's, I think that would be for me an example of valuable AI generated writing. The human element is my own taste in the prompt. And then the result is like fairly factual. And I think let's be completely like honest. It would be tough. It would be rude to publish that without at least double checking that it was factually true. Because I've many
Starting point is 00:29:19 times thought I was getting good research out of one of these AI tools and then only to find that yeah, had hallucinated the whole thing. But let's say the human effort is in the prompt and then the fact-checking and otherwise that's AI written top to bottom. Yeah, I think that should be published. And I think someone publishing it would be doing a service. What we're saying in this really kind of niche part of Medium,
Starting point is 00:29:46 which is 80% of what gets published on Medium is by people that are just using the tool and the Medium network for distribution. They're not, you know, the vast majority of the internet is non-professional writers, like just people who are looking for a way to communicate with the world, right? And that's what I, that's like the part of medium and the part of blogging that got me excited in the first place. And a lot of what they're communicating is just a life lesson.
Starting point is 00:30:14 This thing happened to me, and I want to share it, share it with you. And those life lessons are not in the AI training sets yet. right and those life lessons if they're not published won't show up in the AI research because that is just scouring the internet so where are we going how are we going to get people to continue sharing the lessons of their life right there has to be some incentive systems and to date it has been Google right like the idea that you can just write something on the internet and traffic will just show up out of the blue, that's kind of like, like Google made the public internet. And so a question that I wonder is, you know, is Google taking that
Starting point is 00:31:04 away? If they take the incentives away, it's public internet going to go away. And the small part that we play is that there's a section of medium where we pay the writers and we pay them essentially to make our subscription business work to get some of the best writing, not all of it, but some of it behind the subscription, and that's how we've made a business. And so that's what you're saying is our partner program. So for them, we were just like taking a stand and saying, like, the thing that we want to pay for to make sure it exists on the internet is your real life lessons. And this idea of paying you to spend 15 seconds generating a chat GPT transcript just not even, doesn't even make sense to us as a worthy thing to pay for.
Starting point is 00:31:57 But that's different than saying whether or not it's valuable. It's like we're saying we're paying to make something exist on the internet that otherwise wouldn't exist. I see. So what does the web look like if we're going to have a lot of writing that's generated by AI given, like thinking about your event calendar sitting alongside and probably outnumbering human content? Human generated content? Yeah. Yeah. If it doesn't already, probably does already. But the quality question, it will keep getting better, though. It could. Do we, are we going to,
Starting point is 00:32:36 my head originally went straight to relationships, right? Are we going to get tired of having relationships with each other? Are we going to prefer an AI for a relationship, too? And of course, that's like the weird edge of AI right now too. You have an AI girlfriend, AI boyfriend. Because it's like the degree to which that shifts is that's one of the other reasons that people write and share online. It's because we're trying to create connections with each other, right? I mean, I don't think that will ever disappear. I hope it never disappears.
Starting point is 00:33:10 I still like connecting with people. So I think that will continue to drive a lot of activity. But the question I've been posing to friends and advisors is if Google Gemini reduces search traffic enough that there isn't an incentive to post in public, will people retreat in private? And the example I usually give, because we already see this happening, which is we think Twitter, there was a Twitter exodus, and it went to, like most people think, the Twitter exodus went to blue sky, into threads and originally a little bit to Mastodon. I would make the case that a lot of it went to Discord. And that's an example of the public Internet retreating into private spaces, where it's safer to be yourself and to be weird and to be, yeah, into...
Starting point is 00:34:09 It's also less noisy. Well, I've never seen a Discord that didn't make my head explode. Well, you should, I mean, you should join. We have one for a big technology. subscribers. I think it's excellent. I mean, seriously, like, but I was going to say that. I've seen exactly the same thing that you've seen is that a lot of my, I could go like weeks now without tweeting or a week, let me be realistic. But I'm in the discord all the time. And it's just, it is less noisy. It's, it's friendlier. Not all the more, but it is friendlier than Twitter,
Starting point is 00:34:38 which it's easy to be friendlier than Twitter. And it's, it's more information dense and less madness inducing because you don't have that home tab driving you nuts that right well all right you've convinced me smart people join the big technology discord you heard it here first um yeah that i think um i'm not worried about like the end of civilization or something i just think i just think the internet is shifting a lot right now right and that's probably one of the shifts that will happen is if you don't if the incentives for public uh discussion uh disappear you're you you guys see people shift into different ways to get kind of the same thing that they have been getting. Yeah. On the AI relationship thing, it's interesting. I'm curious about the way that
Starting point is 00:35:27 you put it because it's not necessarily a preference, like the people prefer AI girlfriends over human girlfriends and boyfriends. It's more just like it's a substitute when those relationships are not there. Sure. Right. Right. I wonder if something can be said for content. as well. Yeah, it could be a yes and, right? Yeah, I think there's a lot of placeholder content. Fill, you know, fill your time and, and, but it's not the pinnacle of a deep, substantial experience. I think that's true in human relationships, and it's, I think, true in certain writing. Yeah, well, for now. Let's see how things change. Okay, I do want to talk a little bit about the approach that you're taking at Medium to sort of, we've had Matthew Prince on,
Starting point is 00:36:20 is in the same chair talking about how Cloudflare is trying to force AI companies to pay. If they want to crawl publisher content, you recently started a similar program along with a number of others to talk a little bit about your way to protect the content from content creators. Matthew is like my hero. I really, I see it very similarly to how he's, sees it. And so I think to go back to this, like, we're in antisocial relationships between with the AI companies right now. It didn't start collaborative. It started antagonistic, right? So what I read in his announcement with Cloudflare, which it was that we need to make it easy at Cloudflare for a lot of our customers to block all the AI crawlers. And if we do that for
Starting point is 00:37:11 enough content sites, then they're going to have to negotiate. And it really sounded like what he was saying was leverage first. Like everything else can be figured out later, but first you need enough leverage to bring them to the table. So like that makes perfect sense to me. What is not ideal to me is that doing that would rely on a single service provider, that we could only bring them to the table if we're Cloudflare customers. Now, Medium is a Cloudflare customer and a happy one, and we do use Cloudflare to block basically any crawler that isn't crawling in a way that drives traffic back to us.
Starting point is 00:37:55 We're blocking right now, and it's because the Cloudflare tools are so good. But I always would have preferred an open license. And so there is one that just launched, a real simple licensing standard RSL. And what it's getting is a coalition of platforms and media properties. Cora and Reddit are part of it. Yahoo is part of it. To say, here's an Internet standard that we're going to put out that lays out how we want AI companies to use or not use our content.
Starting point is 00:38:33 And, of course, the default thing we're going to say is no. we don't like we don't want you to do anything until you talk to us but at least now we can say that in an official way and and for people that are not for AI companies that are not not respecting it then we use tools like cloud flare to block it then there is like then there's this other reason why cloud flare doesn't work for us the initiative that they put out because they have this one where they'll negotiate the payment for you. It's that Medium, and I think we're the only platform that wants to do this, is we want, if we get any money out of these AI companies,
Starting point is 00:39:20 we want to give all of it back to the creators. So far, every other platform has been doing side deals and then just pocketing the money. And, like, I don't know, that doesn't make sense to me. Medium's never been in the cellular data business, anyways and it's not our like we don't own this content i don't know even know how we could sell it but you know people are are other companies have tried to do it that way and so we're which are just like reddit i think so yeah that's what it that's what the press releases made it seem like um and so
Starting point is 00:39:53 i think not only i don't know why i'm so combative it's like not only are we trying to shame the AI companies. We're trying to shame the other like social media platforms that like it's like we're all in a position to negotiate on behalf of our content creators. Like I'm in the business of negotiating for our writers to get some compensation out of these AI companies. And if we can do that, the intention is just to pass it directly back to them. My CFO is like a like like just shake me. every time she hears me say this, she's like, well, shouldn't we, like, okay, not just that, but it's like, okay, look, if we have, like, significant legal fees, yes, like, we'll cover costs. Fine, fine, fine. But, yeah, I think it's just really important that we get back to those incentives
Starting point is 00:40:47 for all creators, not just writers. Otherwise, they're going to disappear. Like, the thing that we love, this internet, it will disappear if you take all the incentives away. And so it's not just, I don't actually don't understand why the AI companies aren't more worried. I think they're building something on a very shaky foundation because like these new rag-based searches where they're doing all this research for you, like the information they're pulling in, it is literally going to stop showing up on the internet. And it's like chat TPT will give you good advice for 2025 and earlier, but nothing beyond that. I don't think they care because they could just hire people to write directly for them. They're already doing that basically through third parties, like with scale. So it doesn't seem like they're too worried.
Starting point is 00:41:37 They never present as worried about anything other than... I guess when you're happy to raise $40 billion a year and then lose $100 billion in five-year period. I wouldn't. You chill. That style of business is beyond me. Not your thing. Yeah. All right.
Starting point is 00:41:55 I want to take a quick break. and then talk to you a little bit about why I, as an independent publisher, am happy to play ball with AI companies and want my stuff to appear even without compensation in places like ChachyPT. And then, of course, I want to talk to you a little bit about what medium is and how it's different from Substack, which is something that I'm sure some of our listeners have questions about. So let's do that right after this.
Starting point is 00:42:19 Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called chat concierge, and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade and value. Advanced, intuitive, and deployed.
Starting point is 00:42:47 That's how they stack. That's technology at Capital One. Hey, big technology fans, I'm Jason Howell. And I'm Jeff Jarvis. On AI Inside, we cut through all the AI noise with curiosity. And a bit of humor. Every week, we spend an hour unpacking the breakthroughs that matter. And we reality check them.
Starting point is 00:43:04 With industry pioneers like Jan LeCoon and critics like Emily Bender. We're learning alongside you, making the complexity of AI makes sense to all of us. What AI news that informs and doesn't inflame? Subscribe to the AI Inside podcast wherever you get your podcasts. And we're back here on Big Technology Podcasts with media. I'm CEO, Tony Stubblebine. Tony, before the break, I talked a little bit about how I am an independent publisher. I'm on Medium.
Starting point is 00:43:34 I'm on Substack. And I kind of want these AI bots to crawl. I think I'll have an advantage if the AI bots crawl my content. And that is because it seems to me more and more that the way that people are getting information is through these AI chat bots. It's not a majority of search by any means. It's not anywhere close. but chatypd does have 700 million monthly users or weekly users and jemini has lots of users meta's uh tool is starting to increase in usage um if people are talking about talking to these bots
Starting point is 00:44:06 uh more and more about things that i cover i want my my work to be a source there uh a because it is already starting to drive some referral traffic i'm seeing chat chitpt as a source for paid subscribers uh for big technology but also if you think about again this reason of like why people who write and create content do what they do is they want to have it reach other humans. And now a good channel is through these bots. So here's the, I have data, and that's so happy to share it. So chat GPD is about one percent of what we see from Google right now. So not nothing. But the thing that's really important to us is that it converts into paid subscribers four times higher than Google traffic. So I think it may be more accurate to say from a business
Starting point is 00:44:53 standpoint and like what you're saying too about having paid subscribers is that chat GPT is like 4% as big as Google right now already. I don't, we're a little bit confused by the growth curve because it was on a tremendous growth curve from the fall of last year to the spring of this year and then leveled out. And a bunch of people said, oh, it's only, it's all college students and we'll pick back up when school starts again. We haven't seen that. So chat GPT jumped so fast and then it's just flat since. Google is almost the opposite. And I'm hopeful and I think they're making noises that they don't want to destroy the internet and they're going to find some way to be a better partner to the world. But right now,
Starting point is 00:45:47 I would estimate that we lose about 100 clicks from traditional Google search for every one click we get back from a Gemini summary. And that's huge. And what is less good than chat GPT is that there's no difference in conversion rate. These aren't like somehow higher intent visitors. It's just suddenly a lot less traffic. And I would say my worry is even if they paid, I think a lot of the writing that I'm most interested in reading wouldn't care. It wouldn't be enough because most of the writers on the Internet are not even doing it
Starting point is 00:46:33 for money. They're doing it for validation. And if they don't get readers, the sort of the point of it goes away for them. But this is what I'm saying, that they will get maybe even. even more readers by having their work summarized into an AI answer? Well, sure. Why should they not want that? Well, this is what I was getting out with that data is that chat TPT maybe feels additive.
Starting point is 00:46:56 It's like, oh, here's another way that another traffic channel. But if you look at it just through the lens of Google, it's diminishing, right? That overall Google traffic to most sites has dropped quite a bit. And the way that Medium sees it actually is that our SEO optimizations, which you were noting earlier, have been effective enough to grow Google traffic, but that the click-through rate when Gemini launched dropped nearly in half. And so I think that that trade-off is not a good trade-off. It's 100 to 1 against us. Let me run this by you. If most people, like you say, are writing for validation or connection, doesn't matter that people are going.
Starting point is 00:47:43 to their actual website or reading their thoughts and experiences at all because if it's really connection and validation and i'm just like throwing this out there because it's worth talking through then we got it's subtle we have to tease it all out yeah then they're getting that just distribute their arguments are just being distributed instead of their website through chat chpd where people are still reading that are you think you'll change how you write to focus less on depth and more on like kind of a memeable idea that can travel through the AI summaries? So I would say no. To me, actually the best performing story, and it's not always like this, but the best performing story that I wrote this year has been
Starting point is 00:48:23 this story, this profile that I wrote on the Dario. Dario, Emonday, the Anthropic CEO. And that went through all channels. So through Substack, through Medium, thank you. You guys highlighted it on me. And the SEO is better on Medium, you're saying. Yeah, great SEO on Medium. Obviously, we put on YouTube, we put on the podcast. You don't always get that return on a story that you work a couple of months for, and that's really frustrating. But when it works, it's really great. So that to me was indicative of like maybe that's the direction and this idea, this idea of writing this memeable content that gets produced, that gets put forward and AI engines is less exciting to me, I guess. Well, I come I started in media, essentially
Starting point is 00:49:06 working for this tech publisher, O'Reilly, back before Stack Overflow existed. Like, the internet was built by people that had O'Reilly books on their shelf, right? And I was there in that era. And what I liked about the founder, Tim O'Reilly is, like, you know, essentially the business was selling the most in-depth information possible, like the best books with the best, like, the best authors and the best tech reviewers, like really good, high-quality stuff. But he was also in the business of trying to name things. Because he thought, I think, if he could name it, he could then build a business.
Starting point is 00:49:41 you know, underneath it. So like O'Reilly coined the phrase Web 2.0 and then had a conference business behind it, right? Yeah. And so it is the modern internet kind of works both ways sometimes. And maybe sometimes people specialize, but it is true that, you know, both ways can be powerful ways to like kind of get that validation of you changed people's minds. Yeah. Yeah, I wouldn't have visited Tim in his Oakland home a couple years ago. Let's see you, 2022. So, So three years ago already. The story I wrote, and I wrote it for Medium, was Tim O'Reilly, Coin Web 2.0. He thinks Web 3 hype is naive.
Starting point is 00:50:20 I think he was, he was right. He said, if the bubble pops, are we going to find value in those bored apes? I don't think we did. So, okay, Tim has been right about things for a while. Yeah, for a long time. But you know, it's interesting. I'm looking at this story, and it's on Medium, and it was part of, like, this program that Medium was running to get, I don't know.
Starting point is 00:50:41 I guess, journalists and folks of that nature to write exclusively for Medium, and that has since gone away. Yeah. And so, obviously, you know, I'd say looking from the outside, it seems like Substack has, you know, has emerged and picked up a lot of that energy. And it leaves me wondering where, what Medium is for and who Medium wants to serve. And now that I'm sitting across from the CEO of Medium, I thought this would be a good opportunity to ask.
Starting point is 00:51:08 I think Medium is a place for real people to write. And I think that there is a space on the internet for professional writers. And it's kind of amazing how that class of writers is growing right now. But those people should be using specialized tools. And I think substack is one of them, Patreon kit, gum road, right? These are all paths to professionalize your life. But your average person, most people, the majority of people, are not trying to quit their day job to be content creators.
Starting point is 00:51:45 And what it looked like to us is that the Internet had really shifted to serve content mills, content creators, independent media people, which you would qualify for. Yeah, definitely in that category. You've gone in. Not content mill, but independent creator. You qualify as in. Be clear, right? And like, and you must like feel like so much opportunity that you don't have to be, you know, like doing your profession in this like big corporate ecosystem that maybe is like stifling and also not always stable.
Starting point is 00:52:23 That's a good read. And but that's not the majority of the internet. And that's not the part of the internet that I fell in love with. What I fell in love with was the idea that every single person is learning something just through the internet. the act of their life that's worth sharing and that other people would get value from. Like, we threw the word validation around a couple of times. Like, that's really validating just about the act of living. And sometimes the lessons are quite trivial, but this is the thing I learned from Tim O'Reilly
Starting point is 00:52:53 is you don't get a journalist to write a book about programming. You get a programmer to write a book about programming. That's not that idea of, I could learn. how to do my job because someone else who's better at my job is just happens to be writing about it on the internet, like, that's the most commercially viable content on the internet. Like, I hate to break it to you to anyone that's like trying to like make a go of it. Dude, like people with killer jobs sharing how to do it, like everyone makes money on that because it's like the readers want to pay for it, the people publishing it.
Starting point is 00:53:33 they get paid in the secondary, like they get paid on reputation. They get paid. A lot of times they're just, a lot of great writers are doing it to try to get people to come work for them. So they're advertising, like, hey, I'm a good person to work for. Or they go independent and they're working as like business consultants or whatnot. So like that group is not trying to be a, be on the content treadmill. Because by definition, their value comes from not being on the content treadmill. It comes from being like living somewhere, right?
Starting point is 00:54:10 And I'd always rather hear from someone that's so busy living that they don't have time to learn all these internet games. And so like the number one thing I did at Medium, which was all based on lessons that I'd learned by being a partner in a Medium before as the CEO, is just to switch us and be clear, we're not, we're focused on real people and regular people, which does not mean average, I mean, a lot of them are spectacularly informed. But if we can serve them and be the best place for them to write, then we're golden. And so then all of this, like, the professional class, you're a small but welcome part of our community, but not the core of it. Yeah, no, it's not news to me that those the programmers are the best folks to write about programming because I mean the proof is if you look at the substack leaderboard actually like there two of the top
Starting point is 00:55:12 three are Gerge Orsos and Alex Yu who both write about Gerge writes about engineering Alex writes about systems so what you're saying is instead of having the people who've left like those programming jobs and want to do that professionally you would rather have like one programmer who like is doing this full time look at medium as a place to write about something that they know expertly but without the interest of being a professional content creator so they wouldn't want to start a sub stack there's um this there's a skill in being an everyday writer is that you have to manufacture some something to write about and i like hearing from people that didn't have to like manufacture anything it's just like when you have something to say say it and if it's a while till
Starting point is 00:55:56 have something to say again, that's fine too. That's healthy. Yeah, I mean, that was my original use case for Medium. I've been writing on Medium, so it's 25, I think, since 2010, 11. And it was, I was, I was not a professional writer. I was marketing and sales. And just, like, doing these one-offs, like, you know, things that I observed that I thought might be interesting. I was using a lot of different platforms, Medium and Tumblr and stuff, but I was, like, putting some good stuff, I think some of my best stuff on Medium because I knew that there was a chance that that algorithm would show it to more people. It worked well with Twitter. And I think it's actually what got me like when I got hired at BuzzFeed to be a reporter in San Francisco.
Starting point is 00:56:40 I was a reporter at age at the time. But I pretty sure it was the stuff I was writing on Medium that called the attention of the editors there and got me that full-time job. Writing is like the universal portfolio. And that is also one of the innovations of tech is that people. People started moving from resumes to portfolios. GitHub is a portfolio for engineers. Dribble is a portfolio for designers. But if those don't work for you, just write about your job.
Starting point is 00:57:05 And that can be a portfolio for you. And I love to hire people who I can read how they think and how they approach a problem. That's way more informative than where they had worked, right? And what bullet points they put on their resume. Yeah. Wow. But what?
Starting point is 00:57:26 My counterpoint would be that you need news on a platform like yours. Well, I think, so actually let's talk this through because to me like one of the biggest moments of medium history, I'm curious what you think about this, was like when, was it Jay Carney at Amazon and Obama or no, he was working for Obama. Jay Carney was doing this back and forth. Let me make sure I have this right. Now I see, I'm really showing because I can't remember exactly what happened. I feel like I might fall down on some key part of Medium history here. Okay. Okay.
Starting point is 00:58:05 So, oh, all right, here it was. The New York Times wrote a story about how people at Amazon were crying at their desks. Yeah. And the entire battle back and forth actually happened on Medium, where Jay Carney, the person running public affairs at Amazon wrote this post what the New York Times didn't tell you. Then Dean McKay, the editor at the time, wrote a response to that. And then there's Jay Carney.
Starting point is 00:58:32 He wrote a comment based off of what Dean McKay wrote. All this happened on Medium. And the interesting thing to me is that there was the urgency there because the news was taking place on it. And that when you saw people like Jay Carney and, Dean Bicay going back and forth. It made you want to write stuff on Medium because you knew it had that ability to blow up.
Starting point is 00:58:53 But maybe I'm just looking at that from a journalist's perspective and I'm not seeing the big picture. Well, this is the sort of the op-ed of the internet sort of vibe that Medium sometimes has where, you know, Jay Carney is not building an audience. He's not hustling
Starting point is 00:59:07 to be an everyday content creator. That's actually, this is one of the use cases. For Medium, it's just not the daily use case, right? Like, how many people per month on Medium are fighting some, you know, public dust up? You know, very few. Like, I don't even think, this doesn't even cross my radar, like, once a month. But now that you, like, bring it up as a pattern, yeah, I mean, look, Jeff Bezos had an affair that he posted about on Medium, right? And because it was about to leak through the National Enquirer. I've seen Tony Robbins defend him. Was it an affair
Starting point is 00:59:46 or was it the mood photos or something? I'm sorry, Jeff Bezos. It was actually quite a good... Bezos, speaking of good writing. I mean, Bezos is a great writer. That was very well written. I think it was... Anyway, I won't say the title.
Starting point is 01:00:02 I think it was so nice. I've seen the CEO of Carta, you know, use Medium that way. It happens. And I think it's like what's nice is to go to a platform that's going to elevate a story based on the merit of that story rather than how much audience you've already built. So it is actually like a good place to just land if you have just one major thing to write.
Starting point is 01:00:23 And I was thinking for us, what we would say the most newsworthy stuff was the start of COVID. Because there was a lot of really big COVID information that was coming from people, thankfully, who weren't in the audience building game, but we're doing pretty deep research and analysis and posting it on Medium.
Starting point is 01:00:45 Yeah, I remember reading those posts. It was fascinating. Well, look, as a happy medium user, publisher and reader, I want to say thank you for your time. And I think it's you're profitable and it's not going anywhere. It's better than that. I think it's like we had a rough, a rough stretch. We got out of it. We were profitable. And then this like we're trying to say like we're not competing with the creator economy. And for a while, one of the things that people know, won't see is how many people are writing on medium. It had been flat during our struggles. And it's like our writer numbers are 50% higher than they were on January 1st. And that's because we got out of like kind of being in this weird competition that we didn't want to be in. And now we're back to being just being like a place to just go and start writing and not having to worry about all that other stuff. Yeah, it's interesting because for me, so medium after starting big technology, medium was my first contract. Yeah. first so that was signing a contract with medium was like the first moment where I was like maybe
Starting point is 01:01:50 this will work yeah that was in 2020 then you came in and canceled it and I said you know what I'm not the one who canceled it but I agree with the cancellation no no it wasn't right for us once you came in that the program that I was in went away but I and you know what I said I said really I said it's fine though because it's one of those things where I was like I I obviously would love to have kept and I'm still publishing on medium just not as much I would have loved to have kept going. But now, you know, seeing the direction you've gone here and you talk through, because we've spoken a couple times now, both on mic and not, it makes a lot of sense that you're
Starting point is 01:02:27 taking it this direction as opposed to what could have been. Yeah. And also ran creator economy company that's just running after the substacks. No one wants to do that. Yeah. So anyway. Yeah. I wish, I think because we had hired so many journalists and then let them go, there's this like
Starting point is 01:02:43 lingering bad blood, which you were. not presenting thank you. I do not. I seriously, I respect the direction that you guys went. I have no bad blood and I think both of our businesses are okay. Yeah, I want to like always try to have some yes and it's like yes, I want professional media to exist and thrive and medium has a different business. That's right. We're not the ones that are going to make that happen. Um, so. Well, it's good to see everything going as planned and good luck on your continuing fight against AI slot. I appreciate it. All right. Great discussion. Thank you for having. all right everybody the website's medium.com go check it up all right thank you all for listening we'll see you next time on big technology podcast

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