You’re totally right, and that’s why I think this era will fail.
Web 2.0 failed because eventually people realized to make money they needed to serve ads, and to do that they needed to own the UI. Making it easy to exfiltrate data meant switching cost was low, too. Can’t have that when you’re trying to squeeze value out of users. Look at the evolution of the twitter API over the 2.0 era. That was entirely motivated by Twitter’s desperate need to make money through ads.
Only way we avoid that future is if we figure out new business models, but I doubt that will happen. Ads are too lucrative and people too resistant to pay for things.
People are willing to pay for AI. Some of this money flow could be diverted to the MCP provider.
ads really aren’t all that lucrative, though, they’re just simple. I worked for a company that was trying to figure out an alternative to ad revenue (we failed) and our people did some research and the average internet user ends up being shown (if I remember correctly) like $60/month of ads, total.