Medium CEO Tony Stubblebine: Here's How Writing Evolves In The AI Era
Channel: Alex Kantrowitz
Published at: 2025-10-30
YouTube video id: sf0SHZ7zujs
Source: https://www.youtube.com/watch?v=sf0SHZ7zujs
What is the future of writing in the age of AI? And what does Medium want to be? We'll cover that right after this. Welcome to Big Technology Podcast, a show for coolheaded and nuanced conversation of the tech world and beyond. Today we have a great conversation for you because we are being joined in studio by the CEO of Medium, Tony Stubble. Tony, it's great to see you. Welcome to the show. >> Thank you for having me in person. This is great. >> It's great to have you here. We're going to cover a lot of ground today. I think one of the things that's fascinating about Medium is you're sort of ground zero for a lot of the questions we ask about AI. Do we want AI writing? How should AI be crawled by generative AI agents, AI engines? Uh all the above. We're going to get into all of it. Uh let's start right away with AI slop u because why start slow? There was a story in medium talking about how AI slop is flooding me is flooding medium. Sorry, a story in Wired talking about how AI slap is flooding flooding medium. You took issue with the story. Let me just at least put the premise of it out there and give you a chance to respond. Um Wired spoke with this company called Pang Gra Labs. >> Uh it looked at more than 270,000 stories. It found that something like 47,000 47% uh were AI generated. Is AI slap a growing problem on the internet? How is >> how is Medium dealing with it? Is this a fair uh uh study that they did on your content? >> Oh, these are multiple questions. Um uh yes, uh slop is a important thing going on right now. >> Should we define it? >> Yeah. >> What's your definition of AI? >> So like >> because AI generated stories aren't necessarily slop or are they >> right? It's there's a spectrum of it. So let's start with like every platform is mostly uh deleting and hiding the things that get posted to it. So like this whole idea that censorship bad is bad is sort of like because if you run a platform the majority of what people try to post on your platform is spam and this is like no one would debate whether or not we're doing the right thing by getting rid of it because it's like Viagra ads or or just like really like like outright financial scams or like content that's literally made illegal by for good reason CSAM and whatnot. So like we're already in the business of trying to prevent certain types of content from making it out into the algorithm. And what happened in the age of AI generated content is that there's this like slightly more human form of content or that or at least it looked more human, but it's really nothing. It's just a new form of spam. And so we treat it the way we like treat all spam. It's like if we can like if we can catch it and block it outright, we catch it and block it outright. If we can't be a 100% sure that uh the user should be um blocked or um removed from the platform, we'll allow it onto the platform, but really try hard not to let it um make its way either into the Google search index or into our own recommendations. So this article from Wired, I think my favorite thing about it, for what it's worth, is the way that they created a meme. Like just this phrase AI slop. I had not seen it anywhere until that one article and then they wrote some follow-up articles. Yeah, >> it was already a pretty common term. It's actually surprising to me that you hadn't >> really you were already using that. I just it it just felt like that term became the deacto term in that moment and I just like Yeah, I like to see like kind of the curve of of a meme take off and it it's a good term. It's the right we should all be using it. What I took issue with honestly was um that uh it was asking the wrong question. Does it matter how much slop is on Medium or does it matter uh which is the question they were asking and does it matter how much slop our readers are seeing which is the question I'm asking right so we do all of this work to prevent readers from seeing the slop and I think we're doing a really good job I think you know like for the most part when I get complaints about AI content on Medium it's it's what's showing up in the comments it's not what's showing up in the posts because our recommendation system is quite Um, so I think that was the first thing I took issue with and then there's something just suspect about the service provider that they used where it's like they that at the same time this article is coming out that service provider is using the article to try to get me to hire them and there just it felt like a conflict of interest. Oh, so they so by the way AI slap just to define it just lowquality written content sometimes images and videos but >> in your case I think written that's just being posted on the internet for for engagement hacking. >> Yeah. Right. I mean you could just think of it as like a prompt like you know it's like oh >> uh explain AI you know and you go to chat 2PT and say write 5,000 words about AI for me and then you just cut and paste that into Medium. But I think a lot of it is also it is following the incentives of the internet already because there there if we're being honest there's a ton of content out there on the internet that is being sort of generated in really lowquality ways whether it's outsourced writing or whatever it might be that's sort of responding to these incentives to like get stuff in front of search engines. >> And how how different does this feel to you than pre-AII slop? I mean those incentives already existed. >> Not different. But the question I have for you is the scale because you're seeing this on the provider end. Yeah. >> Are you seeing a a real increase in this type of content showing up on Medium because of the scale? >> We saw like a 10x increase in what people were trying to post on Medium. >> But also at some level it was kind of a non-issue because the tools we use to battle it are the same tools we were already using to um to battle spam and to filter out the filter the good stuff into the network and leave the bad stuff out. So, we got a huge increase uh in volume, but not in what the readers see. And I still I'm like somewhat perplexed that that article made it to print because it was really a nothing burger for us. It just it was a little bit of extra work, but the same type of work we were already doing. >> It's funny you say uh we got an increase. Uh it is that increase still being sustained that 10x increase? >> Yeah, it didn't it didn't turn out to be exponential. So it just it came and uh I think we tightened up uh >> um and maybe became less interesting but you know it's like the it was just a step function and the change in price and that that um there's not a as significant of a change in price to create that slop anymore and you know gets incrementally cheaper but it's still like it was somewhat cheap and then it became very cheap and that's just like night and And that night and day, I think just created a one-time change in the amount of trash that was getting thrown at platforms. And I think that's true for all platforms. >> You said something very interesting that the provider, the the tech company that went to wired with this data, then came to you and >> tried to sell you their AI detection services. I hadn't known that. >> I mean, the reporter knew >> really. >> I >> this was happening while the story was underway. >> Mhm. Did they write Did they include that in the story? >> Uh I can't quite remember. Okay. >> Um I it was like I don't know. This is sort of a uh a little bit to me the story is a little bit sus just because of that. Um but uh the reporter did you know at least give our you know our case that what gets read matters more than what exists. >> Yeah. in the deck. It was uh it was Tony Stubble says it shouldn't matter at all. But but but let me let me give inh counterpoint here about why it should matter. Uh you already brought up search engine indexing and you're trying to make sure that this stuff is not indexed via search engine. One thing uh that Medium as as someone who writes on Medium, I also write on Substack. We're going to get into the difference between Medium and Substack in a bit, but as someone who writes on Medium, one thing I see is Medium ranks really high in search. >> Uh I wrote this story, this profile on Daario Ammoday. You cannot find it uh on Substack it, but my the I posted the same post on Medium >> and it ranks way up there when you're searching for Daario. And I imagine that if I was someone who was in the business of putting up AI slop trying to get traffic uh and revenue from search engines uh even if Medium is not recommending that to readers, it's actually a great venue to try to get in front of people because of the search ranking. >> I for I mean I feel like I'd rather just lean into for your for your listeners. Yeah. like SEO on Medium is great and that's a reason to write on Medium for as far as fighting the AI sub it the the thing that we do for them is the same as we do for spam is we we literally remove them from the Google index like we we spend a fair amount of time actually making sure that um uh that the quality of what we index on Google is is high and Um, I think what we've heard from Google actually is sometimes they're confused by what we're saying no index to. And I've gotten emails that are that are that have brought up stories that that literally ask why these 10 stories aren't indexed. And we look at them and we think, "Yeah, cuz we don't think they're real enough. We don't think they're authentic enough. We don't think they're deep enough." Yeah. >> It's fascinating because it gets right into this conversation about um whether all AI generated content is uh slop. >> Yeah. And um I even let off this conversation asking what's the future of writing or blogging >> in the age of AI and it seems like AI is getting better at writing and is there going to be a point where people in the position that you are in say you know what it's better than most humans at writing let's just let it rip. I I am always confused by um uh when people worry about the future of writing. So let me just start with first principles, right? Like writing is thinking and smart people like to think that's not going away. When you have a thought and you put it onto paper or put it, you know, type it out, suddenly this like all these subconscious like feelings about that thought, all of your like life lessons get articulated in a way where just as the writer you understand it better. And so the role of AI in there is not to replace you. Like if you're someone that thinks there's value to your life and being smart, like you're not going to stop writing. And it's the same with reading. We've been down this path with is it valuable to get a summary rather than read the whole thing. Right? This is like the cliffnotes story, right? The cliffnotes did not replace the book because there's something about the way our brains work that learn through story and a lot of what we're learning is the human components of that story. It's not just a set of facts. It's uh the humans involved in that story. What did they um you know, what did they learn? what did they think of it? Uh like if they're giving advice, why you know that all of that stuff ends up mattering and it's why it's why self-help books are as long as they are. You know, the advice is usually a page, but then half the book is social proof and that's for a reason is to help you understand why you might make the effort to take that advice. Um, and so I just I never have any doubts about trends about writing because I just I don't think that that there's ever going to stop being a market of people who think their life gets better if they get smarter. Like that's not going away, right? And so, um, where people are getting confused is it just turns out there's a lot of writing that's only done for reasons, right? It's like I'm required to to give a report or I have to pass some writing up to some bureaucracy, right? And so you're just checking the box on having provided any writing at all. And yeah, AI can do that, but that was never about thinking or being smarter in the first place. >> Yeah, I think we'll both agree that there is real virtue in writing. I mean, I do it as a living. You've done it as living for a long time. Um that idea of going from something that you think you know and then you start writing it and you realize you don't really know it at all. >> Yeah, >> there's great value in trying to get connect those ideas on the page. That's obviously, you know, we're big technology podcast. That's why Amazon does their uh six pages is to try to although maybe those are going to be AI generated and that's a real question. Um, and they they do it so they can, you know, instead of having a PowerPoint where your ideas are disconnected, you you write it down so you actually know what you're talking about. And I think that's been a big driver of success within that company for a long time. Similarly, you when I'm trying to get into the bottom of concepts um or or think I know certain things and I'm writing it down, I'm like, "Oh god, I got to make another phone call because I have no idea what happened in the middle of that story um that I'm reporting." So >> that I love that like that anecdote is so powerful, right? It's that you think you understood what you were talking about until you had to force yourself to put it into words and then you realize there's huge gaps, right? That's like that is the proof of how important writing is to thinking. >> Yeah. No, I so so I think we're we're both in agreement here that that writing >> writing is good. Let's preserve it. >> Yeah. The other side of it though is that is that I think that we I think actually I don't even think I know that both of us believed that AI wasn't going to be or was not very useful uh in writing and and now we both believe that it is becoming more useful. This is something that you wrote uh in August. Uh is is there a way to use AI uh to deepen understanding or help writers tell their human stories? Two years ago, we thought the value to writers and readers was less than zero. The AI companies had leeched value from your writing without offering consent, credit, or compensation. They enabled a wave of spam that tried to replace your writing with hallucinated slop. Um, as we've continued working on making Medium the best place to read and write, we've noticed and heard something. We we've noticed and heard from our readers and writers that some use of AI is starting to be useful. So, it is starting to be process. I thought I was going to regret having written that when you started reading it, but now now I now having heard it back, I love it. Like I pulled no punches on that. Um I think I think what I was saying there is just like a blunt commentary of the state of AI at any given moment. And not that AI could ne like two years ago it wasn't I thought AI could never be valuable. I thought in that moment it was literally just creating problems. Um, and um, and I mean that was true. Like it it was not good enough to really help the writers. It and it was uh providing more spam and more slop. And I mean it wasn't uh a ton of work to fight it back, but it was some and it was creating a real sense of unfairness in the community. I mean our community thinks that their content got stolen and not for a legal reason but for like a for a reason of society right like so like societies run on exchange of value and for these AI companies to train on the content and offer nothing in return just breaks that like uh that sense of fairness that well if you got something I should get something too. >> And they crawled and trained on medium content. Oh yeah, for sure. The um this is uh so here's a a lesson uh that I'm bringing up uh more often because I think if they don't get their act together, we're going to do it again. It's we learned really early on that medium is a big enough big enough corpus of data that we can poison the uh um the results of any large language model. And the way we learned this is because my found my boss and the founder of Medium, Evan Williams, when he started Medium, he was a huge fan of M dashes. And so he's the one that that built it early on into Medium that if you do a double dash or, you know, dash in certain points, it gets automatically converted to M dashes. And so as a result, M dashes became just like automatically added into medium content for a decade. And then also just culturally part of medium like writers who'd never heard of M dashes are suddenly seeing M dashes. And so the medium training the training set of just the medium corpus is so heavy on M dashes because that's what Evan Williams like thought he just thought they were beautiful among many typographical um opinions of his. >> Wait, this is why Chachi PT writes on M dashes. >> I'm saying it's because of medium. Absolutely. is because um we >> in part we popularized it in other parts of the internet too but the medium corpus is very very deep in those and so great so when you hear oh this must have been written by AI because it's got so many m dashes it's because the AI is trained on medium which does have a lot of m dashes naturally so like uh um I think that if we if we can't find some fair exchange of value if we can't get uh something going if they insist on continuing to train and work around our our blocks and, you know, continuing to avoid um even paying for what they're training on. Um I think we're just like a lot of other platforms are going to quietly uh catch their crawlers and and poison uh the content that they're training on. And who knows, you know, what uh weird hallucinations we can uh fit into their um uh their training set. >> So you would play dirty like that? I mean, this is a prisoner's dilemma, right? You start collaborative. If you're matched with collaborative, you stay collaborative. If you're not matched, then you you have to switch too, right? Like, you know, effectively they they're antisocial is the what I would say. Like all all of these companies, OpenAI, Google, an Anthropic, like they could have started with, hey, we want to do this thing. We think we're going to get a lot of value out of it. we want to train on your content. How can we help you get value out of it? like that could have been the starting point and instead like their choice completely their choice they took the starting point of we're going to train on your content what are you going to do about it and sort of it's taken the industry a while to react but we are reacting right now and I I wish we had reacted as an industry earlier um but now that we do I think we're going to have to you know have to see which of these companies want to come to the table and which are going to continue to be antisocial and if they are They're going to be met with antisocial behavior, of course. >> Yeah. Okay. So, we have we have uh some news about the steps you're taking here to fight back. We're going to get to that in a minute, but I just want to keep following the thread that we started on, which is uh this idea that this was not very useful for writing. AI tools were not very useful for writing a little bit ago. Now, they're becoming useful. So, where have you found the useful areas? >> Oh, yeah. Um, I think the thing we're most excited about is the idea of an AI agent acting as your assistant as you're writing. So, as we're building, we're building writing tools right now. We're about to actually announce that we've broken ground on a new writing app for Medium. Um, >> say more about that. >> I mean, come to Medium day on Friday. When When does this go live? >> This is going to go live after that. So, you can talk more about it. >> Yeah. So, um, we're, uh, the, um, is a companion to medium for all of your writing, for your notes, for your drafts, for things you're planning to publish, for things that you're sharing, and containing um, uh, like all all of the things that feed into that writing. Um, you know, saved articles, um, your reading history sometimes. Um and we found a couple things is one AI applied to your own writing is um such a helpful way to search and organize it, right? Because you and now instead of like a keyword search, you have this free form uh kind of um way to uh say like, oh, you know, I've got all these deadlines coming up. Can you summarize all my notes about, you know, this upcoming project and list out the deadlines and date order? Like, you can just tell an AI that now, right? Um, but we've only been able to look at it through the lens of the entire internet, right? That's what chat GPT will do that for everything that's on the internet. We haven't really seen a lot of that applied to everything that you've ever written. Um, and the there's a a lesson I had learned in the past. studies come kind of from the world of productivity. I spent a big chunk of time there, which is productivity nerds are always making um complicated systems that are fragile and break down and the ideal system allows you to be messy and I think that's what AI lets you do there. And then there's this other piece of AI as the writing assistant. And the our view there is is that actually you can kind of put the AI to the side and what it'll allow allow you to do is stay in your train of thought. Right? So this is not AI replacing you. This is actually AI letting you be more human. like get your thoughts onto paper and then um and then when you're coming back around for the edit pass, AI has like a lot of really smart suggestions uh alongside of it. So that's that's what we've figured out as we start to like actually fold uh the current state of AI um into helping helping people write more. >> Okay, so let's talk about a couple of these things. So first of all, AI allowing you to be messy. Am I reading it right? that uh for these old productivity tools you'd have to like really like use their systems and yeah >> I'm thinking about Rome you with Rome I tried to use that it broke my brain it was so complicated to use it was like you have to make uh headings and subheads and subheads of subheads and subheads of >> different children and parent things and some people who >> I don't know whatever their brain works that way could use it >> I couldn't use it and so what you're saying is what AI will allow you to do on the productivity end is maybe just dump all your notes and writing and emails into one thing and then you can just query it and it will be able to handle that unstructured data. Well, >> yeah, there was a word we were using which is not the app name uh but we've been using the word bucket for a while which is just the idea of what does it take for you to feel safe >> to think like >> this is a bucket that I can throw anything into it and I don't have to spend time organizing it and I know I'll be able to get it out when I need to. Like what's required to design an app to do that? And I think it's possible now, >> right? And before it was just like you would have to like >> Yeah. >> Goodness gracious, the amount of work that went into build it's called building a second brain. >> Yeah. >> It's like you your your entire first brain is being used to build this >> second brain. I'm sure it worked well for some people. Not for me. >> It did. It did. And if you're extremely motivated Yeah. I I would say I think the second brain concept is mainstream, but the current implementation is not because it's too hard. Right. >> Yeah. Sorry to all the productivity folks that I've offended with that, but having a a better tool and I think you're right, generative AI could enable that type of thing being built. I'm looking forward to using yours. And then the writing side of things, this will enable the writer to basically have an AI editor. It's funny cuz I use that now with Chat GPT. Um I'll like drop my drafts in, my interviews in, and I'll ask like uh what did I miss? Did I capture the tone of the interview faithfully? And so you're going to build something purpose-built for that. >> Yes. And some of the things you've seen um already are good and we'll include those. But we have some unique takes on it that I think um reflect that we are actual writers and we've written a lot over the years and we have um kind of a deep understanding of the all the writing processes from idea to publication. Yeah. >> Okay. So how how AI changes the future of writing. We've talked a little bit about the production of writing and why that is important there. The other side of it is since we're here with the CEO of Medium is the the other side of it is um how how a a public publication or a platform handles this writing. Now you've talked a little bit about how um you don't want lowquality AI content uh on Medium and we'll treat it as as spam. Um, but also in that post where you talked about how AI is becoming more useful, you you clearly say we're going to limit the the distribution of AI generated content and you'll say no to AI generated content in your partner program. But then you had something um something interesting uh that you said after that headline about not including AI generated content in your partner program which I think pays some humans >> to write uh on medium. You wrote, "Even if Chat GPT could generate a perfectly valuable story, we still want our partner program to incentivize human storytellers." And that even if is interesting because you you really went from a place where you thought that there was no use here to now even acknowledging the fact that Chad GPT could write >> a valuable story. So, and we we we both see this stuff improving and and uh making more useful content. So, what does a world look like where Chad GPT could write, you know, as well? Again, I'll go back to it. Forget like we both agree there's a virtue to writing, but forget the production side of it. Now, I want to talk about the the publication side of it to you. >> I wonder if you have like a go-to good research example. The one I've been using is I I spend most of my time a little bit north of New York City and I have a go-to research prompt, which is uh go find events in my area in the next two weeks. And then I go on to say specifically look for these sporting events. I'm in the boonies, so my sporting events are minor league baseball, minor league soccer, and roller derby. But that's what like I just want to know, are they in town? Um, are there uh what's going on at the county fairs? What's going on at like art openings? Like what's going on at the movies? Like just like find all of that and give it to me. And so this is a customized uh event calendar for me essentially that is probably relevant to anyone, >> thousands of people, >> thousands of people. So why wouldn't I publish that, right? There's I think that would be for me an example of valuable AI generated writing. The human element is my own taste in the prompt. Uh and then the result is like fairly factual. And I think let's be um completely like honest. it would be um tough uh it would be rude to publish that without at least double-checking that it was factually true because I've many times thought I was getting good research out of one of these AI tools and then only to find that yeah it had hallucinated the whole thing but let's say it's my the human effort is in the prompt and then in the facteing and otherwise that's AI written top to bottom yeah I think that should be published and I think I you know someone publishing it would be doing a service. Um, what what we're saying in this really kind of niche part of Medium, which is, you know, 80% of what gets published on Medium is by people that are just using the tool and the Medium network for distribution. They're not uh, you know, the vast majority of the internet is non-professional writers, like just people who are looking for a way to communicate with the world, right? And that's what I that's like the part of medium, the part of blogging that got me excited in the first place. And what a lot of what they're communicating is just a life lesson. This thing happened to me and I want to share share it with you. And those life lessons are not in the uh AI training sets yet, right? And those life lessons, if they're not published, won't show up in the AI uh research because that is just scouring the internet. So where are we going? How are we going to get people to continue sharing the lessons of their life? Right? There has to be some incentive systems and um uh to date it has been Google, right? Like the idea that you can uh just write something on the internet and traffic will just show up out of the blue. That's kind of like ma like Google made the public internet. And so a question that I wonder is you know is Google taking that away? If they take the incentives away is the public internet going to go away and the small part that we play is that uh there's a section of medium that where we pay the writers and we pay them uh essentially to make our subscription business work to get some of the best writing not all of it but some of it behind the subscription and that's that's how we've made a business and so that's what we you're saying is our partner program. So for them, we were just like taking a stand and saying like the thing that we want to pay for to make sure it exists on the internet is your real life lessons. And this idea of paying you to spend 15 seconds generating a chat GPT uh transcript just not even doesn't even make sense to us as a worthy thing to pay for. But that's different than saying whether or not uh it's valuable. It's like we're saying we're paying to make something exist on the internet that otherwise wouldn't exist. >> I see. So what does the web look like if we're going to have a lot of writing that's generated by AI given like thinking about your event calendar um sitting alongside >> and probably outnumbering human content, human generated content. >> Yeah. Yeah. >> If it doesn't already. Probably does already. But the quality question, it will keep getting better though. >> It it could um do we are we going to My head originally went straight to relationships, right? Are we going to get tired of having relationships with each other? Are we going to prefer an AI for a relationship, too? And of course, that's like the weird edge of AI right now, too. um you have AI girlfriend, AI boyfriend, and cuz it's like the degree to which that shifts is that's one of the other reasons that people write and share online is because we're trying to create connections with each other, right? I I mean, I don't think that will ever disappear. I hope it never disappears. I still like connecting with people. Um so I think that'll continue to drive a lot of uh activity. But the question I've been posing to friends and advisers is if if Google Gemini reduces search traffic enough that there that there isn't an incentive to post in public. Will people retreat in private? And the example I I usually give cuz we already see this happening which is we think Twitter there was a Twitter exodus and it went to like most people think the Twitter exodus went to blue sky and to threads and originally a little bit to mastadon. I would make the case that a lot of it went to Discord and that's an example of the public internet retreating into private spaces where it's safer to be yourself and to be weird and to be um uh um yeah into >> it's also less noisy. >> Well, I've never seen a a Discord that didn't make my head explode. But >> well, you should I mean you should join. We have one for big technology subscribers. I think it's excellent. I mean, seriously, like, but but I I was going to say that I've seen exactly the same thing that you've seen is that a lot of my I could go like weeks now without tweeting or a week, let you be realistic. Um, but I'm I'm in the Discord all the time and it's just it is less noisy. It's it's friendlier. Not all of them are, but it is friendlier than Twitter, which it's easy to be friendlier than Twitter. Uh, and it's it's more >> information dense and less madness inducing because you don't have that home tab driving you nuts. >> That right. What? All right, you've convinced me. Smart people join the big technology discord. >> You heard it here first. >> Um, yeah, that I think um I'm not worried about like the end of civilization or something. I just think I just think the internet is shifting a lot right now, right? And that's probably one of the shifts that will happen is if you don't if the incentives for public uh discussion uh disappear, you guys see people shift into into different ways to get kind of the same the same thing that they had been getting. >> Yeah. On the AI relationship thing, it's interesting. I And it's curious. It's I'm curious about the way that you put it because it's not necessarily a preference like that people prefer AI girlfriends over human girlfriends and boyfriends. It's more just like it's a sub it's a substitute when those relationships are not there. >> Sure. Right. Right. Um >> I wonder if something can be said for content as well. >> Yeah. It could be a yes and right. Um yeah, I think there's a lot of placeholder content. um fill, you know, fill your time and uh um and uh but it's not the pinnacle of of um a deep substantial experience. I think that's true in human relationships and it's I think true in certain writing. >> Yeah. Well, for now, see how things change. Okay. I do want to talk a little bit about the uh approach that you're taking at Medium to sort of we've had Matthew Prince on is in the same chair talking about how Cloudflare is trying to um force AI companies to pay >> uh if they want to crawl publish your content. You recently started a similar program along with a number of others. So talk a little bit about your your way to protect the content from human content creators. >> Uh Matthew is like my hero. I really uh I see it very similarly to how he sees it. And so I think to go back to this like we're in antisocial relationships uh between with the AI companies right now, right? Like it's not it didn't start collaborative, it started antagonistic, right? So what I read in his announcement with Cloudflare, which it was that we need to make it easy at Cloudflare for a lot of our customers to block all the AI crawlers. And if we do that for enough content sites, then they're going to have to negotiate. And it really sounded like what he was saying was leverage first. Like everything else can be figured out later, but first you need enough leverage to bring them to the table. So like that makes perfect sense to me. What um is not ideal to me is that is that doing that would rely on um uh a single service provider that we could only bring them to the table if we're Cloudflare customers. Now, Medium is a Cloudflare customer and a happy one, and we do use Cloudflare to block uh um basically any crawler that isn't crawling in a way that drives traffic back to us, we're blocking right now. And it's because the Cloudflare tools are so good, but I always would have preferred an open license. And so, there is one that just launched, real simple licensing standard, RSL. And um uh and it what it's getting is a coalition of platforms and media properties. Kora and Reddit are part of it. Yahoo is part of it to say here's an internet standard that um we're going to put out that uh lays out how we want AI companies to use or not use our content. And um you know, of course, the default thing we're going to say is no, we don't like we don't want you to do anything until you talk to us. But at least now we can say that in an an official way. And um and for people that are not um for AI companies that are not not respecting it, then we use tools like Cloudflare to uh block it. Then there was like um then there's this other reason why Cloudflare doesn't work for us, the initiative that they put out because they have this one where they'll they'll negotiate the the payment for you. It's that um Medium I think and I think we're the only platform that wants to do do this is we want if we get any money out of these AI companies, we want to give all of it back to the creators. Like so far every other platform has been doing side deals and then just pocketing the money and like I don't that doesn't make sense to me. Medium's never been in the uh sell your data business anyways and it's not our like we don't own this content. I don't know even know how we could sell it but you know people are are um other companies have tried to do it that way and so we're >> which is like Reddit >> I think. So yeah that's what it that's what the press releases made it seem like. Um, and so I think not only I don't know why I'm so comat combative. It's like not only are we trying to shame the AI companies, we're trying to shame the other like social media platforms that like it's like we're all in a position to negotiate on behalf of our content creators. Like I want I'm in the business of negotiating for our writers to get some compensation out of these AI companies. If we can do that, the intention is just to pass it directly back to them. My CFO is like a like like just shake me every time she hears me say this. She's like, "Well, shouldn't we like >> take that money?" >> Not just that, but it's like, "Okay, look, if we have like significant legal fees, yes, like uh we'll cover costs." Fine. Fine. But um yeah, I think it's just really important that um we get back to those incentives for all creators, not just writers. Otherwise, they're going to disappear. Like the thing that we love, this internet, it will disappear if you take all the incentives away. And uh and so it's not just I don't actually don't understand why the AI companies aren't more worried. I think they're building something on a very shaky foundation because like these new rag based searches where they're doing all this research for you like the the information they're pulling in it is literally going to stop showing up on the internet and it's like chatpt will give you good advice for 2025 and earlier but nothing beyond that. >> I don't think they care because they could just hire people to write directly for them. That's what that they're already doing that basically through third parties like with scale. So, doesn't seem like they're too worried. >> They never present as worried about anything other than >> I guess when you're you're happy to raise $40 billion a year and then lose a hundred billion dollars in fiveyear period. >> I wouldn't >> you're chill. >> I that that style of business is uh beyond me. >> Not your thing. Yeah. All right. I want to take a quick break and then talk to you a little bit about why I as an independent publisher am happy to play ball with AI companies and want my stuff to appear even without compensation in places like Chat GPT and then of course I want to talk to you a little bit about what Medium is and how it's different from Substack which is something that I'm sure some of our listeners have questions about. So let's do that right after this. And we're back here on Big Technology Podcast with Medium CEO Tony Stubble. Tony, uh, before the break, I talked a little bit about how I am an independent publisher. I'm on Medium. I'm on Substack. And I kind of want these AI bots to crawl. I think I'll have an advantage if the AI bots crawl my content. And that is because it seems to me more and more that the way that people are getting information is through these AI chatbots. It's not a majority of search by any means. Uh it's not anywhere close. But Tigd does have 700 million monthly users or weekly users and Gemini has lots of users. Meta's uh tool is starting to increase in usage. Um >> if people are talking about talking to these bots uh more and more about things that I cover, I want my my work to be a source there. Uh a because it is already starting to drive some referral traffic. I'm seeing cha as a source for paid subscribers uh for big technology. But also if you think about again this reason of like why people who write and create content do what they do is they want to have it reach other humans and now a good channel is through these bots. >> So here's the I have data on this happy to share it. Um so chat GPD is about 1% of what we see from Google right now. So not nothing. Um, and but the thing that's really important to us is that it converts into paid subscribers four times higher than Google traffic. So I think it maybe more accurate to say for what you know from a business standpoint and like what you're saying too about having paid subscribers is that chat GP chat GPT is like 4% as big as Google right now already. I don't I'm we're a little bit confused by the growth curve because um it was on a tremendous growth curve from the fall of last year to the spring of this year and then leveled out and a bunch of people said, "Oh, it's only it's all college students and it'll pick back up when school starts again." We haven't seen that. So, Chat GBT jumped so fast and then it's just flat since. >> Okay. Um Google is almost the opposite and um I'm hopeful uh and I think they're making noises that you know they don't want to destroy the internet and they're going to um find some way to be a better partner to the world. Um but right now uh you know to I would estimate that um we lose about a 100 clicks from traditional Google search for every one click we get back from a Gemini summary and that's huge and what is what is less good than chat GPT is that there is no difference in conversion rate these aren't like somehow higher intent visitors it's just suddenly a lot less traffic. Um, and uh, I would say my worry is even if they paid, I think a lot of the writing that I'm most interested in reading wouldn't care. It wouldn't be enough because most of the writers on the internet are not even doing it for money. They're doing it for validation. And um, if they don't if they don't get readers, the sort of the point of it goes away from for them. But this is what I'm saying that they will get maybe even more readers by having their work summarized into an AI answer. >> Well, sure. >> Why should they not want that? >> Well, this is what I was getting at with that data is that chat GPT maybe feels additive. It's like, oh, here's another way that another traffic channel. But if you look at it just through the lens of Google, it's diminishing, right? that um that uh overall Google traffic to most sites uh has dropped quite a bit and like the way that Medium sees it actually is that um our SEO optimizations which you were noting earlier have been effective enough to grow Google traffic but that the click-through rate when Gemini launched dropped nearly in half. >> Okay. >> And so I think that that trade-off is not a good trade-off. It's actually it's you know 100 to one uh against us. Um >> let me run this by you. If most people like you say are writing for validation or connection um doesn't matter that people are going to their actual website or reading their thoughts and experiences at all because if if it's really connection and validation and I'm just like throwing this out there because it's worth talking through >> well we got it's subtle. We have to tease it all out for sure. Then they're getting that just distribute their arguments are just being distributed instead of their website through chatpt where people are still reading them. >> Are do you think you'll change how you write to focus less on depth and more on like kind of a memeable idea that can travel through the AI summaries? >> So I would say no. Um to me actually the the best performing story uh and it's not always like this but the best performing story that I wrote this year has been this story this profile that I wrote on Dario Amund the anthropic CEO >> uh and that that went through all channels so through Substack uh through Medium. Thank you. You guys highlighted it on the SEO is better on Medium. >> Yeah, great SEO on Medium. Um obviously we put on YouTube, we put on the podcast. um you don't always get that return on a on a story that you work a couple months for and that's really frustrating but when it works it's really great. So that to me was you know indicative of like maybe that's that's the direction and this this these idea this idea of writing this memeable content that gets produced that gets put forward in um AI engines is less exciting to me I guess. Well, uh, I got my start in media at in media essentially working for this tech publisher, O'Reilly, back before Stack Overflow existed. Like the internet was built by people that had O'Reilly books on their shelf, right? Oh, yeah. >> And I was there in that era. And what I liked about the founder Tim O'Reilly is like, you know, essentially the business was selling the most in-depth information possible, like the best books with the best like the best authors and the best tech reviewers, like really good highquality stuff. But he was also in the business of trying to name things because if he thought I think if he could name it, he could then build a business, you know, underneath it. So like O'Reilly coined the phrase web 2.0 and then had a conference business behind it, right? >> And uh so it is the modern internet kind of works both ways sometimes and maybe sometimes people specialize but >> uh um uh it is true that you know both ways can be uh powerful ways to like kind of get that validation of you changed people's minds. Yeah. >> Yeah. I went and visited Tim in his Oakland home a couple years ago. Let's see 2022. So, three years ago already. And yeah, the story I wrote and I wrote it for Medium was Tim O'Reilly coined web 2.0. He thinks web 3 hype is naive. I think he was he was right. He's he said, "If the bubble fubble pops, are we going to find value in those board apes?" I don't think we did. So, okay, Tim has been right about things for a while. >> Yeah. For a long time. >> Um, but you know, it's interesting. I'm looking at this story and it's on Medium and it was um part of like this program that Medium was running to get uh I guess journalists and um >> uh f folks of that nature to write uh exclusively for Medium and that has since gone away. And so, um, obviously it, you know, I'd say looking from the outside, it seems like Substack has, you know, has emerged and picked up a lot of that energy. And it leaves me wondering where what Medium is for and who Medium wants to serve. And now that I'm sitting across from the CEO of Medium, I thought this would be a good opportunity to ask. >> I I think Medium is a place for real people to write. And I think that um there is a space on the internet for professional writers. And it's kind of amazing um how that class of writers is growing right now. Um but those people should be using specialized tools and I think Substack is one of them. Patreon kit um uh Gumroad, right? Like these are all paths to professionalize your life. But your your average person, most people, the majority of people are not trying to quit their day job to be content creators. And what I what we what it looked like to us is that the internet had really shifted to serve um content mills, content creators, uh in pe independent media people like you, which you would qualify for, right? >> Yeah, definitely in that category. Not content mill but independent creator. >> You qualify as indies to be clear, right? And like like and you must like feel like so much opportunity that you don't have to be, you know, like doing your profession in this like big corporate ecosystem that maybe is like stifling and also not always stable, right? >> That's a good read. >> And um but that's not the majority of the internet and that's not the part of the internet that I fell in love with. What I fell in love with was the idea that every single person is learning something just through the act of their life that's worth sharing and that other people would get value from. Like we we threw the word validation around a couple times like that's really validating just about the act of living. And sometimes the lessons are quite trivial, but this is the thing I learned from Tim O'Reilly is you don't get a journalist to write a book about programming. You get a programmer to write a book about programming. That's like that's not uh that that idea of I could learn how to do my job because someone else who ha who's better at my job is just happens to be writing about it on the internet. Like that's the most commercially viable content on the internet. Like I hate to break it to you to anyone that's like trying to like make a go of it, dude. like people with killer jobs sharing how to do it. Like um everyone makes money on that because it's like the readers want to pay for it. The people publishing it, they get paid in the secondary like they get paid on reputation. They get paid a lot of times they're just uh a lot of great writers are doing it to try to get people to come work for them. So they're advertising like, "Hey, I'm a good person to work for." or they go independent and they're working as like business consultants or whatnot. So like that that group is not trying to be a be on the content treadmill cuz by definition their value comes from not being on the content treadmill. It comes from being like living somewhere, right? like and I just I'd always rather hear from someone um that's so busy living that they don't have time to learn all these internet games. And so like the the number one thing I did with at Medium, which was all based on lessons that had uh I'd learned by being a partner to Medium before I was the CEO, is just to switch us and be clear. We're not uh um we're focused on real people and regular people, which does not mean average. I mean, a lot of them are spectacularly informed. But if we can serve them and be the best place for them to write, then we're golden. And so then all of this like the professional class, you're you're um a small but welcome part of our community, but not the core of it. >> Yeah. No, it's it's not news to me that those the programmers are the best folks to write about programming because >> I mean the proof is if you look at the Substack leaderboard actually like they're two of the top three um are Gerge oros and Alex Yu who both write about Gerge writes about engineering, Alex writes about systems. So what you're saying is instead of having the people who've left like those programming jobs and want to do that professionally, you would rather have like one programmer who like is doing this full-time >> look at Medium as a place to write about something that they know expertly but without the interest of being a professional content creator. So they wouldn't want to start a substack. >> There's um this there's a skill in being an everyday writer is that you have to manufacture some something to write about. And I I like hearing from people that didn't have to like manufacture anything. It's just like when you have something to say, say it. And if it's a while till you have something to say again, that's fine, too. That's healthy. >> Yeah. I mean, that was my original use case for Medium. I've been writing on Medium. So, it's 20 25 >> I think since 200. >> Yeah. >> 10 11 >> and it was these I was I was not a professional writer. I was marketing and sales and just like doing these oneoffs like >> um you know things that I observed that I thought might be interesting. I was using a lot of different platforms, Medium and Tumblr and stuff, but I was like putting some good stuff I think some of my best stuff on Medium because I knew that there was a chance that that algorithm would show it to more people. It worked well with Twitter and >> yeah, >> and I think it's actually what got me like >> um when I got hired at BuzzFeed to be a reporter in San Francisco. I was a reporter at age at the time, but I'm pretty sure it was the stuff I was writing on Medium that caught the attention of the editors there and got me that full-time job. >> Writing is like the universal portfolio and that is also one of the innovations of tech is that people started moving from résumés to portfolios. GitHub is a portfolio for engineers. Dribble is a portfolio for designers. But if those don't work for you, just write about your job and that can be a portfolio for you. And I like I love to hire people who I can read how they think and how they approach a problem be like that's way more informative than where they had worked, right? And what bullet points they put on their resume. Um yeah, >> but >> but what >> my counterpoint would be that you need news on on a platform like yours. Well, I think so actually let's talk this through because >> to me like one of the biggest moments of medium history I'm curious what you think about this was like when uh was it Jay Carney at Amazon and Obama or No, he was working for Obama. Jay Carney was doing this back and forth. >> Let me make sure I have this right now. Now I see I'm really showing because I can't remember exactly what happened. >> I feel like I have to feel like I might fall down on some key part of medium history here. >> Okay. Okay. So Oh, all right. Here it was. The New York Times wrote a story about how uh people at Amazon were crying at their desks. >> Yeah. And the entire battle back and forth uh actually happened on Medium where um the uh Jay Carney, the the uh person running public affairs at Amazon, >> um wrote this post what the New York Times didn't tell you. Then Dean McCay, the editor at the time, wrote a response to that. And then there's Jay Carney. He wrote a comment based off of uh what Dean McCay wrote. All this happened on Medium. And the interesting thing to me is that there was the urgency there because the news was taking place on it. And that when you saw people like uh like like Jay Carney and Dean Beccay going back and forth. >> Yeah. >> It made you want to write stuff on Medium because you knew it had that >> ability to blow up. But maybe I'm just looking at that from a journalist perspective and I'm not seeing the big picture. >> Well, uh th this is the sort of the op-ed of the internet sort of vibe that medium sometimes has. Uh where you know Jay Carney is not building an audience. He's not hustling uh to be an everyday content creator. That's actually this is one of the use cases uh for Medium. It's just not the daily use case, right? Like how like how many people per month on Medium are fighting some, you know, public dust up, you know, very few. Like I don't even think this doesn't even cross my radar like once a month. But now that you like bring it up as a pattern Yeah. I mean, look, Jeff uh Jeff Bezos had an affair that he posted about on Medium, right? And uh because it was about to leak through the National Enquirer. I've seen Tony Robbins defend him. >> Was it an affair or was it the the food photos or something? >> I'm sorry, Jeff Bezos. >> It was It was really It was actually quite a good Basos. Speaking of good writing, I mean, >> Bezos is a great writer. Exactly. That was very well written, >> right? >> I think it was uh anyway, I won't won't say the title. I think it was >> I've seen the CEO of Carta, you know, use Medium that way. It happens. And I think it's like what's nice is to go to a platform that's going to elevate a story based on the the merit of that story rather than how much audience you've already built. So, it is actually like a good place to just land if you have just one major thing to write. And um I was thinking for us what we would say the most newsworthy stuff was the start of COVID cuz there was a a lot of really big COVID information that um was coming from people thankfully who weren't in the audience building game and but were doing pretty deep research and analysis and posting it on Medium. >> Yeah, I remember reading those posts. It was fascinating. Well, look, as a Happy Medium uh user, publisher, and reader, um >> I want to say thank you for your time and uh I think it's it's you're profitable and it's not going anywhere, right? >> It's better than that. I think it's like we had a rough a rough stretch. We got out of it. We we're profitable and then this like we're trying to say like we're not competing with the creator economy. And for a while, one of the things that people don't see is how many people are writing on Medium. It had been flat during our struggles and it's like our writer numbers are 50% higher than they were on January 1st and that's because we got out of >> like kind of being in this weird competition that we didn't want to be in and now we're back to being just being like like a place to just go and start writing and not having to worry about all that other stuff. >> Yeah, it's interesting because uh for me so Medium after starting big technology, Medium was my first contract. >> Yeah. >> First. So that was signing a contract with Medium was like the first moment where I was like maybe this will work. That was in 2020. >> Then you came in and canceled it and I said, you know what, >> I'm not the one who canceled it, but I agree with the cancellation. It wasn't right for us. >> Once you came in that the program that I was in went away, >> but I and you know what I said? I said I said it's fine though because it's one of those things where I was like >> I I I obviously would love to have kept and I'm still publishing on Medium, just not as much. I would have loved to have kept going. Um, >> but now, you know, seeing the direction you've gone, hearing you talk through, because we've spoken a couple times now, both on mic and and not, um, >> it it makes a lot of sense that you're taking it this direction as opposed to what could have been. >> Yeah. >> And also ran crater economy company that's just running after the substacks. Who wants to do that? >> Yeah. >> So, anyway, I wish I think cuz we had hired so many journalists and then let them go. there's this like lingering bad blood which you're not presenting. >> I do not I seriously don't I respect the direction that you guys went. I have no bad blood and I think both of our businesses are okay. >> Yeah. I I I want to like always try to have some Yes. And it's like yes I want professional media to exist and thrive and >> Medium has a different business. Like we're not the ones that are going to make that happen. >> Um so >> well it's good to see everything going as planned and good luck on your continuing fight against AI slav. I appreciate it. >> All right, >> great discussion. Thank you for having me. >> Great. All right, everybody. The website's medium.com. Go check it out. All right. Thank you all for listening. We'll see you next time on Big Technology Podcast.