

You could argue my take is too accepting of the current situation and I would agree with that. At the same time, I would argue yours is simplifying things quite a bit. Subscription TV channels came after free-to-air channels with commercials. This may depend on where you live in the world but most places have at least one local station or a selection of them broadcast through the air, not cable or satellite, and not subscription based. Financed through commercials or in some countries also through a license model (like in the UK). Cable/satellite/subscription channels are iterations on the model brought to you by capitalism. Ads in public transport can lower ticket prices. Billboards can help lower rental rates in buildings and their revenue adds to the tax intake of the community they’re in. If you think it already takes too long to get potholes fixed, it would take even longer without them. Not all roads are toll roads. I get it: you don’t like billboards. You’re going to get all these unintended side effects if they were banned tomorrow.
Online ads are insufferable. I’m running 3-4 plugins to avoid them. I’m also normally watching broadcast TV on DVR so I can skip through the commercial breaks. I bail on any subscription service that adds ads.
The problem online is the cause of the problem. It’s the simplicity with which data can be collected and the lack of regulation. It’s also generally still paying off a debt incurred when in the early days of www users got accustomed to getting everything ‘for free.’ Traditional media has lowered the price dramatically of its own offerings to get new eyeballs online while older streams of income still paid for most expenses, like the income from TV commercial revenue or sales of printed paper. And as these traditional sources of great rivers of money decreased over decades, the ones that replaced it were digital trickles in danger of drying out. That brought about a “militarization” of online ads, ever more targeted and annoying. This problem needs a multi-pronged approach including regulation of data collection and new financing models for media in general.



Somebody is going to jump into this. But I would keep my eyes open beyond just the Chinese market. Vietnam and Thailand are interesting places to watch. V because of the relative sweetheart deal with the trumpist of tariffs. And T because they already do a lot of SSD manufacturing. And China, more than any other country, will be at the mercy of a particular person’s bowel movements on Pennsylvania Ave.