> Everyone not in the ad industry loves to make claims about how its going to fall apart, but no one I've seen has the expertise and data needed to back up thei

> Everyone not in the ad industry loves to make claims about how its going to fall apart, but no one I've seen has the expertise and data needed to back up their claims. That doesn't mean they are wrong. Frankly it fits in neatly with the theory that such data is not data that ad companies want to know, so therefore, they don't. There is an overwhelming consensus by a huge number of very well informed and intelligent people pointing to the advertising business model as it exists now and saying, "This is not sustainable." I'm not saying they're right, I'm not qualified to say that, but the response from the ad industry is by and large to stick their fingers in their ears and hum loudly and that should make any potential investor worry.