Social media entering third phase: AI-generated content feeds replacing human creators
Social media evolves from social graph (Phase 1) to algorithmic recommendation (Phase 2/TikTok) to AI-generated content (Phase 3/Sora) where feeds dynamically create personalized video per user. New distribution may come from monetizing name/likeness as 'cameo' assets invoked by models.
Shift from connected to unconnected content driven by TikTok and semantic AI
Social media has fundamentally shifted from friend/follow graphs to algorithmic unconnected content feeds; TikTok pioneered this, Meta adapted via Reels and semantic understanding AI, and all major platforms now compete across all content quadrants.