How B2B Companies in Boring Categories Can Crush Social Media
I’ve seen into the future…
Lately, I’ve been fascinated with the Dead Internet Theory (AI content consumed by AI bots). I think this leads to one inevitable conclusion: the rise of industry-specific closed platforms. In this model, people stop “browsing” and start “entering.” The open web becomes noisy, inflated, untrustworthy, and inefficient. So value shifts to:
Gated environments
Authenticated participants
Verified entities
Structured data
Clear intent (buy, source, compare, transact)
The internet could still be top-of-funnel entertainment or discovery hub, but serious work happens in private systems.
Think:
Public web = awareness + storytelling
Private platforms = execution + commerce
This already exists to some extent, but it’s in it’s infancy. Imagine a platform, say in the CPG space (or construction, or automotive, or whatever) not driven by fluffy marketing, SEO, anonymous participants, and AI slop… But a closed or semi-closed network with real buying intent. It’s not optimized by ranking keywords, bounce rates, or time on-site.
This is search → intent → transaction, stripped of fluff. What I’m describing isn’t “a better website.”
It’s the internet fragmenting into purpose-built operating layers, and this isn’t speculative, it’s already underway.
Key characteristics:
- Closed or semi-closed
- Participants are verified businesses, not anonymous publishers
- Information is structured, not SEO-optimized
- AI assists inside the system, not performs for attention
- The goal is decision-making and transactions, not time-on-site
That’s fundamentally different from the open web. The new way is:
“I need an emulsifier supplier that meets X regulatory standard and ships to BC.”
Not: “Let me Google this and wade through 14 listicles and ads.”
When Everything Sounds Competent, Trust Collapses
When everything sounds competent, trust collapses.
People stop asking: Who ranks first?”
They start asking: “Who is verified, current, and accountable?”
The web is optimized for clicks, impressions, ad inventory. I predict we’ll see a system that bypasses that entire broken incentive structure and focus more on credibility, accuracy, recency, and verified transaction success.
Businesses want fewer tools, not more. Right now, people juggle Google, LinkedIn, emails, PDFs and spreadsheets, trade shows… Having a single source of truth per industry is extremely attractive.
This is not a media play.
This is not a content play.
This is not “let’s build a directory.”
This is a network + data + trust play.
The moat is:
- Verified supply
- Locked-in demand
- Transactional gravity
- Switching costs
- Data exhaust (pricing, lead times, compliance, reliability)
Once a critical mass exists, it becomes infrastructure.
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