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Like it might not want to tell you about negative health effects from McDonalds, if McDonalds becomes a major source of ad revenue
- Extremely personal data on users
- Novel way of introducing and learning more about sponsored products
- Strong branding for non-techie people (most normal people don't know what Claude or Gemini are)
- An app that is getting more and more addictive/indispensable
I think OpenAI is going to kill it in ads eventually. This is why Meta and Google went all in on AI. Their lucrative digital ad business is in an existential threat.
I think people who kept saying there is no moat in AI is about to be shocked at how strong of a moat there actually is for ChatGPT.
All free LLM chat apps will need to support ads or they will eventually die due to worse unit economics or run out of funding.
PS. Sam just said OpenAI's revenue will finish at $20b this year. 6x growth from 2024. Zero revenue from non-sub users. What do you guys think their revenue will end up in 2026?
I guess this could also have a knock-on effect, in that ChatGPT will steer it's users away from topics advertisers might find distasteful Like it might not want to tell you about negative health effects from McDonalds, if McDonalds becomes a major source of ad revenue
A missing one: smoking.
At some point, it was revealed that Big Tobacco was a major contributor to the AHA.
They now list tobacco as a big risk factor.
It is no surprise, somehow they need to earn money. It will be interesting though how much the response of the LLM will be adapted. At least legally advertisement need to be marked for users. So either the response of an LLM will be extended with ad content or replaced by ad content.
If you're not paying for the product, and you aren't the product, you're in the start-up phase and just eating the bait. And man, people have been eating a lot of bait.