Internet nunca volverá a ser como antes
Google responde con el contenido de las webs, pero muchas pierden las visitas que sostienen su negocio. Analizamos los casos de Reddit, Daily Mail, Chegg y Wikipedia, los anuncios y suscripciones de Google y los intentos de cobrar a la IA por leer. ¿Quién financiará la información de mañana?00:00 Google pone en jaque a las webs
01:44 Quién cobra cuando no visitas la web
02:17 El negocio que Google arriesga
03:52 Anuncios y suscripciones de IA
05:27 La caída de los clics
06:31 La denuncia del Daily Mail
07:11 La advertencia de Wikipedia
07:47 Reddit empieza a cerrar la puerta
09:52 Chegg pierde clientes y recorta empleo
11:54 Buscar y comprar sin salir de Google
13:50 Cloudflare: cobrar a los robots
15:41 Cómo cobra Wikimedia
16:39 Lo que la IA ya aprendió
19:16 People busca otras fuentes de audiencia
20:24 Quién pagará la información de mañana
Disclaimer: El presente vídeo no representa una recomendación de Compra o Venta. Cada inversor debe realizar su análisis antes de invertir.
Fuentes y referencias:
• Google — Anuncios en AI Mode: https://blog.google/products/ads-commerce/ads-in-ai-mode-global/
• Google Ads — Demostración de anuncios: https://www.youtube.com/watch?v=hb9V6jn6siI
• Reddit — Carta a accionistas, T3 2026: https://s203.q4cdn.com/380862485/files/doc_financials/2026/q3/v2/Q3-26-Shareholder-Letter.pdf
• Chegg — Demostración educativa: https://www.youtube.com/watch?v=9JQPxF4SXLQ
• Chegg — Recorte de plantilla: https://investor.chegg.com/Press-Releases/press-release-details/2025/Chegg-to-Remain-a-Standalone-Public-Company-to-Maximize-Shareholder-Value/default.aspx
• Alphabet — Resultados T3 2026: https://s206.q4cdn.com/479360582/files/doc_financials/2026/q3/2026q3-alphabet-earnings-slides.pdf
• Alphabet — Conferencia de resultados: https://s206.q4cdn.com/479360582/files/doc_events/2026/Oct/28/2026_Q3_Earnings_Transcript.pdf
• Google — Gemini 4 Argon: https://blog.google/innovation-and-ai/models-and-research/gemini-models/introducing-gemini-4-argon/
• Google — Funciones gratuitas en Search: https://blog.google/products-and-platforms/products/search/soccer-tournament-google-tools-2026/
• Pew Research Center — IA y clics: https://www.pewresearch.org/short-reads/2025/07/22/google-users-are-less-likely-to-click-on-links-when-an-ai-summary-appears-in-the-results/
• Reuters Institute / Chartbeat — Tráfico de los medios: https://reutersinstitute.politics.ox.ac.uk/journalism-media-and-technology-trends-and-predictions-2026
• DMG Media / CMA — Denuncia del Daily Mail: https://assets.publishing.service.gov.uk/media/68a5aa50a6acbbc7fb96a3b2/DMG_Media.pdf
• Wikimedia — Caída de visitas: https://wikimediafoundation.org/news/2025/10/17/new-user-trends-on-wikipedia/
• Search Engine Journal — Reddit y Google AI Mode: https://www.searchenginejournal.com/reddit-to-test-login-only-mode-as-google-search-traffic-drops/595270/
• Chegg — Resultados T2 2025: https://s21.q4cdn.com/596622263/files/doc_financials/2025/q2/Q2-25-Chegg-Investor-Deck.pdf
• Chegg — Tráfico y captación: https://investor.chegg.com/Press-Releases/press-release-details/2025/Chegg-Reports-2025-Second-Quarter-Earnings/default.aspx
• Google — Búsqueda conversacional: https://www.youtube.com/watch?v=qbqZQFOVfA8
• Google — Compras en AI Mode: https://blog.google/products/ads-commerce/digital-advertising-commerce-2026/
• Google — IA y comercio: https://blog.google/company-news/inside-google/message-ceo/nrf-2026-remarks/
• Cloudflare — Pay per crawl: https://blog.cloudflare.com/introducing-pay-per-crawl/
• Cloudflare — Controles para robots: https://blog.cloudflare.com/content-independence-day-ai-options/
• Wikimedia — Acceso de pago para empresas: https://wikimediafoundation.org/news/2026/07/16/wikimedia-enterprise-protecting-wikipedia-ai/
• Wikimedia Enterprise — Clientes: https://enterprise.wikimedia.com/blog/wikipedia-25-enterprise-partners/
• Google Research — Borrar lo aprendido: https://research.google/blog/announcing-the-first-machine-unlearning-challenge/
• Google AI — Búsqueda de información: https://ai.google.dev/gemini-api/docs/google-search/
• IAC / People Inc. — Carta de Barry Diller: https://iac.mediaroom.com/2026-04-28-Letter-from-Barry-Diller-to-IAC-Shareholders-IAC-Announces-Name-Change-to-People-Incorporated
• Press Gazette — People y el tráfico de Google: https://pressgazette.co.uk/publishers/digital-journalism/beyond-websites-people-inc-grows-digital-revenue-despite-google-traffic-collapse/ Receive SMS online on sms24.me
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