Reddit's AI Play

Just yesterday, Reddit presented its Q2 financials for 2025.

Numbers aside, there are a few interesting aspects of the Reddit story, which are critical to understand to make sense of how the outrageous and unconventional social media platform also fits into the AI-layered market landscape.

Reddit emerges as a unique player that has carved out a unique position in the AI value chain—one that places it outside traditional competitive dynamics while making it essential to every major AI player's success.