Andrew Chen

Pretty interesting data:

SAI publishes a post called Ad Rates Dropped 11% In The Third Quarter.

I think this tells you that if you have a direct monetization method for the audience (and context) within social networks, music, and entertainment, this is a great opportunity to pick up users on the cheap. Companies that are selling subscriptions to DVDs, music, etc. will all benefit from this. Games supported by virtual goods and subscription should stand to benefit as well!