We're talking about "knowledge of the web." As in, the ability to recognize what a URL is and use a browser to access it.

I posit this segment of the overall population in non-developing countries is flat for the last 5+ years. Apps surged for a decade and caused a lot of handwringing about the web's future, but it's clear the web is here to stay. The new AI craze wouldn't have even gotten off the ground without the web's corpus of recent and relevant data.

The web is just too frictionless. It's old and crufty and for old fuddy duddies (I don't know how Gens Z/Alpha view the web vs. apps, but that's not this conversation -- they know it exists and they're savvy enough to use it when necessary). It's like email. Will it ever be sexy "again"? No. But I think it'll always be there.

Kids don't use email... until they need to for their job or college, etc. Email will never die. The web will follow a similar trajectory.

If the money flees the consumer side of the web (more focus on paid native apps, the death of third-party cookies and possibly the ad ecosystem, etc.), that inches the content back to the 90s/early 00s ideal, which I'm all for. But that might be overly optimistic.