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OpenAI's Ad Business Is on Pace to Miss Its Own Forecast by 90%, Analyst Says

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Re: OpenAI's Ad Business Is on Pace to Miss Its Own Forecast by 90%, Analyst Says

#7
post #6

People heavily relying on LLM literally live in a Truman show.

A simulacrum, simultaneously more detailed than the ones built by Meta and Instagram and Tik Tok, but even more shallow, without even the illusion of human connection.

An endless forest of mirrors reflecting no one but the user.

Re: OpenAI's Ad Business Is on Pace to Miss Its Own Forecast by 90%, Analyst Says

#9

    Emarketer’s data finds that standalone chatbots like ChatGPT,
    Microsoft Copilot app, Google AI Mode, and Amazon Alexa for
    Shopping (formerly Rufus) in U.S, will generate less than $1
    billion in ad revenue this year, and just $5.41 billion by 2030.
How would that be possible? In the past I used Google maybe 10 times a day with a short query. From which Google had to guess my intent. Now I babble with Gemini all day about everything. And Gemini can ask questions what exactly I mean. Why wouldn't Alphabet be able to generate more revenue from this than from search? And Google's ad revenue from search is over $100B per year.

Just because there are no ads now does not mean there never will be. Google search was run without ads for the first years too.

Re: OpenAI's Ad Business Is on Pace to Miss Its Own Forecast by 90%, Analyst Says

#10

the ad business is dead and openai's brand is toxic.

The ad business will never die. It’s capitalisms air and water.

True, but the current state of advertising is, charitably, kinda goofy.

I'm not surprised the iteration we're seeing now is perceived as failing: on the few remaining screens where ads are still present for me, they're between highly irrelevant to flat out repulsive. There are a few brands I will never touch with a long stick, purely as a result of their disturbing, disgusting ads -- again, charitably, a negative-sum game.

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