What if I told you that the biggest winner of this AI arms race is not Openai, Meta, Google… or even Deepseek?
This company wins quietly and no one talks about it. 🫣
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And when I say winning, I don’t want to say the beaten media.
“One day, a magical business will change the world and revolutionize Ai Blah Blah Blah …”
No !!!
It is not hypothetical.
They are paid. Today. Money to the bank. Not “potentially” winning. They already win.
But they cool in the cut like peroxide.
And I know what you think. 🤔
It is not Nvidia either. When I say zero media threshing, I mean zero. It gives diamond in rough vibrations.
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The craziest part is that they have existed for over 20 years and have only started making money.
In this article, we will break everything:
- Who is this improbable Winner of AI
- How it happened
- How you can enjoy
Close. It’s going to be good. Like a film Martin Scorsese, I promise you … You will not see this intrigue to come. 🤞
Rapid intro
To understand how I discovered this mastodon hiding at sight, first, you should know who I am and what I do in life.
My name is Louster,, But do not hesitate to call me. 👋
I am a founder with a successful outing to my credit. These days, I am the executive president of a group of ECOM brands, but in my heart, I am a award-winning performance marketer.
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Needless to say, data and ideas are my jam. We operate more as a data company than an ECOM brand. Our secret sauce? Associate data and information with ideas that generate income.
If you are in data focused on data, marketing information and strategies, consult my free newsletter, No stuffed animals just facts. I break down what works in crazy business, just marketing of ideas and trends that matter.
But enough on me. 🤓
Understanding the AI landscape
Before jumping in the WHO, I have to inform you.
I know that I have to get out of it, but this context is essential for you to spot the next trend by yourself.
As you know, there is so much media and speculation on AI that Deepseek made an announcement and the market crashed by billions of dollars. Yes, billions of billions with a T. 🤯
It is undeniable that AI is here and will play a role in our future, but how do you identify the reality of the false?
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Here’s how I think about it.
Who became rich during the gold rush? The guy selling the shovel.
Who became rich during the Dot-Com bubble? Telecommunications companies.
See the model? 👀
During investment, whether financially or allocating resources, I prefer to bet on industry rather than one company. This is particularly true in the first stages when success depends on many factors that align.
So, with this state of mind, I started to think: if we bet on the AI as an industry, who wins? Where is the opportunity?
To understand why this dormant company wins, you must first understand how AI is formed behind the scenes.
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At present, AI is in a hyper-growth phase. It looks more like the first days of the boom of the commun points: money flying everywhere, but very few companies earn money.
At the heart of AI, there are three key players:
Model manufacturers – OPENAI, Google Deepmind, Anthropic. These are companies that build massive AI models. They need a considerable amount of data and calculation power, which means that they are currently spending much more than they do.
Infrastructure providers – NVIDIA, AWS, Microsoft Azure. These companies sell IT power, cloud storage and GPUs whose AI models are desperately needed. They earn money, but that’s not the whole story.
Data owners – This is where things become interesting. AI models need training data to become smarter. The problem? Most Internet data is free and not structured.
Using the gold rush as a plan, we see real opportunities falling into two categories: infrastructure and data owners.
I immediately excluded Nvidia. For what? Too obvious. 😅
In addition, I am not looking for a stock choice; I am looking for opportunities from which I can benefit.
In this spirit, what I discovered was breathtaking.
This company:
- ✅ does not have to build AI models even if they could probably.
- ✅ does not have to sell GPUs.
- ✅ All they have to do is conceded to the data they already have.
So who is the winner of whom nobody talks about?
Reddit. 😱
The big winner
Yeah. This reddit. I told you it was a touch of the plot Martin Scorsese.
If you are not familiar with Reddit, it is a social media platform and a discussion site where users share content, discuss the subjects and vote on messages. It is often called “the first page of the Internet”.
Founded in 2005 by Alexis Ohanian and Steve Huffman, it was initially supposed to be a power control application called my mobile menu.
Good pivoting call on social networks, lol. 🤣
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Here is why they win … AI models need content generated by humans for training. Reddit has just one of the largest sets of human conversation data in the world.
What makes it so precious is the quality of conversations. The Internet is full of waste, but Reddit’s discussions are real, not filtered and human. Unlike platforms focused on algorithm, it is a raw and natural interaction, which is precisely what AI needs to understand human behavior.
Reddit is the shovel of this AI revolution. 🤓☝️
In May 2024, Reddit signed an agreement with OPENAI to sell access to its data, which led to its profitable first quarter in the third quarter of 2024, with income growth of 68% to 348.4 million dollars and A net income of $ 29.9 million.
In the past six months, Reddit shares have increased by 236% at the time of writing.
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Revenue growth comes from advertisements and data licenses, IA companies paying a higher dollar for the content of Reddit.
Needless to say, I am optimistic about Reddit. 🚀
The opportunity!
Reddit has become crucial for the development of AI, and no one else is approaching this level of rich data generated by humans. It is considered the last place of the city for a free human conversation.
Here is your opportunity. 🧐
Although it is obvious that Reddit is worth watching on the stock market (not financial advice), its new profitability means that it will probably invest more in the platform to improve the user experience, add new features and put its scope on the scale.
But here is what I find really interesting.
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In 2019, Reddit had 430 million monthly active users. At the end of 2024, this number reached 1.21 billion. This is significant because it is a mature platform, not a startup. This type of growth at this stage is significant and something to be careful.
I speculate completely here, but this growth finally comes from users who want real human connections.
No robots. No algorithm does not worsen them the content they don’t want. 🤗
It is an authentic human interaction.
This is where I see an opportunity to market your product or service.
Wherever people meet, it is possible to connect with the right audience. Now that Reddit is profitable, it is likely to invest in the platform, making it a more important competitor in the digital marketing space alongside Meta and Google.
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That said, the Reddit community is not like the others. You cannot be authentic or you will cook.
Focus on the value supply and do not try to be too commercial. Find ways to add to the conversation rather than taking.
Here is a link to some Reddit case studies So you can have an idea of what works. 📈
My two hundred
I’ll leave you with that.
We have to keep an eye on Reddit from the point of view of stock performance and as a new source of potential traffic to reduce dependence on Meta and Google. 👀
The real opportunity is not only in AI or a single platform, but in the way we adapt as things change. The platforms come and go, the algorithms change and the technology continues to evolve, but the objective is always to reach the right people in a way that really matters.
By the way, if you want more commercial information focused on data like this, register for my free newsletter, No stuffed animals just facts. I share what works, the latest trends and the occasional pep to keep you inspired. If it looks like your jam, Click here to register; It’s completely free. 🤗
😇 I hope it helps. I am rooted for you.
