“everything's an ad network on steroids right so now you've got everything running ads well okay well who's buying these ads all that companies that didn't exist before but can via the sort of miracle of AI you know launch a product and they've got to get distribution they've got to get eyeballs on their stuff.”

Race-to-zero software creates an ad economy on steroids — distribution winners capture everything

Seufert maps the macro economics of an AI-abundant software world: if building costs collapse, pricing follows, pushing more apps to ad monetization. But new AI-born apps also need distribution, so they become ad buyers themselves — creating demand that keeps CPMs from collapsing. The net result is a turbocharged ad economy where apps with strong owned distribution (brand, community, ASO) are insulated while new entrants fund everyone else's growth.