How Will AI Ads Reshape the Internet? [Ft. Nic Baird, Koah Labs]
Most AI apps treat ads as a tax on the product. Nic Baird, co-founder of Koah Labs, is betting the opposite: that at $2-3 per thousand queries, an AI app that refuses ads either paywalls its best features or dies. He tells Keith why Koah only serves an ad when it's unit-economic positive against token cost, and why relevance is the only defensible moat in this category.
Nic goes into the mechanics: how Koah generates ad copy from product data (with static images coming from the advertiser when brand control matters), why standard click attribution breaks when nobody transacts inside a chat…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.