Next-Gen Consumer Businesses May Monetize Via Data Sales.

@omooretweets· July 14, 2026 View original

Summary

The author speculates that future on-demand consumer businesses might achieve sustainable unit economics by selling data, rather than relying primarily on advertising as previous generations did.

The post suggests a potential shift in the monetization strategies for on-demand consumer businesses. Historically, many such companies achieved profitability through advertising revenue. However, the author posits that the next wave of these businesses might instead leverage the sale of user data to make their unit economics viable. This represents a fundamental change in how value is extracted and sustained within the consumer tech sector.

Why it matters

Professionals should understand evolving business models and potential revenue streams, especially the increasing importance of data as a core asset for profitability.

How to implement this in your domain

  1. 1Evaluate current data monetization strategies within your organization.
  2. 2Research ethical and regulatory implications of data sales in your industry.
  3. 3Explore partnerships with data analytics firms or data marketplaces.
  4. 4Develop internal capabilities for secure data collection, anonymization, and packaging.

Who benefits

E-commerceAdTechConsumer TechData AnalyticsSaaS

Key takeaways

  • Future consumer businesses may shift from ad-based to data-based monetization.
  • Data selling could become a primary driver for unit economics.
  • This trend highlights the increasing value of user data.
  • Companies must consider ethical and regulatory aspects of data monetization.

Original post by @omooretweets

"This is so cool Much of the first gen of on-demand consumer businesses made unit economics work via ads I suspect this next gen may make unit economics work via selling data 👀"

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Originally posted by @omooretweets on X · view source

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