I think the web is dying

Hi nerds,

I salute you from my last week in SF - where everyone is trying to figure out when the AI bubble will pop.

I have some theories, but most importantly - I can’t stop thinking about how the web is actually dying.

Not the infrastructure it’s built on, but the interfaces we use to interact with it.

People have been predicting the death of the web since 1997, but you know we’ve peaked when every other message is now from an automated bot.

Why is the internet dying?

I’m seeing a golden trifecta pushing us away:

1. Over 51% of all internet content today is AI generated. AI slop floods the web and no one wants to spend hours consuming bot-to-bot interactions.

2. Agents are becoming more reliable (less hallucinations, more effective decision-making, increased integrations, etc), so we’re trusting them to execute more transactions on our behalf (ask any dev how much code they write today vs 3 yrs ago).

3. Which pairs perfectly with the growing fear of AI‑driven cyber attacks - something most people aren’t prepared for (lil reminder to stop reusing passwords or ignoring 2FA!).

What does this mean?

There’s a million ways in which this can go, but some I’m personally betting on:

🧠 New interfaces: We’re already seeing brain-computer interfaces (like Neurolink), voice agents (ElevenLabs), and AI wearable devices (think glasses, necklaces, bracelets, robots) enabling us access to the internet without ever using a keyboard or a mouse.

I’m not talking about crazy VR headsets. I’m talking sleek wearables recording your memories, augmenting your vision, and speaking directly to your brain.

👩🏻‍💻 Features-on-demand: As software gets commoditized by coding agents, we’re watching personalization increase at scale.

Claude Code, Codex, Google Antigravity, v0, Lovable.. features get built on demand within products just by us requesting them.

👾 Back-end wins: As agents take over internet consumption - foundational models, MCP servers, or the APIs exposing databases become the new UI.

And whoever builds the infrastructure, charges the rent.

🎨 Taste ache: At the same time, in a world where AI designs most of what we consume, taste is scarce and we ache for more of it.

Good design is the ultimate moat - it’ll mark differentiation and even user retention.

🤝 Trust: It used to be that only boomers shared fake news. Now - millennials are sharing fake content too.

Verifiability, traceability, and security are online table stakes. Payment rails will go on-chain and blockchain will continue to lay the foundation for trust.

👯 IRL is the new URL: One of the most interesting paradoxes of our age is how global connectivity has risen alongside record loneliness.

We crave community, authenticity, and close relationships. Communities used to be side projects. They’re about to take center stage.

The good news is:

• Wellness & health will continue to expand & (hopefully!) become more accessible

• Art and music are here to stay and enjoy!

• The internet will work for us, rather than us working for her

Which reminds me, may I please have this dance?

Would love to learn if you’re thinking similar things (or if you think I’ve gone mad, that’s valid too!).

Just reply, let’s chat.

See you in cyberspace,

Jules 🤸🏻