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Predicting OpenAI's ad strategy

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Re: Predicting OpenAI's ad strategy

#141

Post by mrweasel »

toddmorey wrote: post #121

OpenAI is here because Sam Altman is NOT a product guy. He craves Apple style consumer success, but he's terrible at productizing his technology. Remember the marketplace of custom GPTs? Hell even the name ChatGPT. Anthropic had to show them how to build useful workflows for developers using AI. Meanwhile, OpenAI delivered... Sora. To actually quote Sam Altman: "I think of ads as a last resort for a business model."…

Never thought of ChatGPT as being just one of the GPTs that could exist, but it make a lot of sense. In a world where OpenAI where better managed, more focused on actually delivering actual value, ChatGPT would be the show case AI product, while the value is generated by the custom solutions delivered to other companies to embed in their products.

Re: Predicting OpenAI's ad strategy

#142

Post by Teever »

analog31 wrote: post #127
tshaddox wrote: post #124

Earlier quoted context omitted.

> I don't know what the solution is Just spitballing, but how about a total ban on behavioral targeting?

I'd go further, with a ban on possession of the data, with a provision for statutory damages.

We could just start to enforce the laws as they're written.

If I was to follow a stranger as closely as an entitty like Facebook or Google does and compiled a dossier on that stranger in many countries that would be considered stalking and would be illegal.

Incorporating and doing the same thing to society en masse doesn't somehow make it legal despite it somehow makes people disinclined to prosecute.

Re: Predicting OpenAI's ad strategy

#143

Post by mwcz »

analog31 wrote: post #127
tshaddox wrote: post #124

Earlier quoted context omitted.

> I don't know what the solution is Just spitballing, but how about a total ban on behavioral targeting?

I'd go further, with a ban on possession of the data, with a provision for statutory damages.

An environment like that is where SOLID, or something like it, could thrive.

Re: Predicting OpenAI's ad strategy

#145

Post by topaz0 »

bastawhiz wrote: post #133

The ads are a problem (or will be, when the temptation to add them to paid plans becomes too great), but the bigger problem in my opinion is going to be the "SEO" that companies will do to make their ads appear in places that they don't belong. "The sieve of Eratosthenes is an ancient algorithm for finding all prime numbers up to any given limit. But if you're looking to have fluffier baked goods, consider this flour…

"...achieve prime quality texture ... add two, three, or five ..."

Re: Predicting OpenAI's ad strategy

#146

Post by yunwal »

KellyCriterion wrote: post #120
clifdweller wrote: post #85

Earlier quoted context omitted.

More akin to something like the twitter verified program where companies can bid for relevance in the training set to buy a greater weight so the model will be trained to prefer them. Would be especially applicable for software if azure and aws start bidding on whose platform it should recommend. Or something like when Convex just came out to compete with depth of supabase/firebase training in current model they coul…

But this is upfront, during training? How does X then change "on the fly" if ad deals are changing? Constantly re-training with whatever advertiser is the current highest paying on? In google ad times, this was realtime bidding in the background - for AI ads this does not work, if Im right?

Companies pay for entire sports stadiums for brand recognition. That’s also not something you can change on the fly, it’s a huge upfront cost and takes a significant effort to change. That doesn’t stop it from happening it’s just a different ad model.

Re: Predicting OpenAI's ad strategy

#147

Post by sooheon »

cyanydeez wrote: post #136
bearjaws wrote: post #62

There is something to be said about the state of advertising. Increasingly it seems you must go to the almighty Google or Meta in order to launch any business. We're looking to expand into a new business line and have out grown our pharmacy capacity. The new business line will cost about $2M in software dev, and $3M for the new facility. The advertising budget? $40,000,000 (annual). We can build 10 robotic pharmacies…

Rent seeking is all Capitalism is about. They call it a moat.

This is misuse of language. Rent seeking is anti-competitive by definition. The current system, as far as it encourages and rewards rent seeking, is anti-capitalist.

Re: Predicting OpenAI's ad strategy

#148

Post by dexterdog »

gessha wrote: post #110
bearjaws wrote: post #62

There is something to be said about the state of advertising. Increasingly it seems you must go to the almighty Google or Meta in order to launch any business. We're looking to expand into a new business line and have out grown our pharmacy capacity. The new business line will cost about $2M in software dev, and $3M for the new facility. The advertising budget? $40,000,000 (annual). We can build 10 robotic pharmacies…

“Your margin will soon be my margin.” The solution was/is and most likely will be antitrust but which administration will shatter the US tech market we are yet to see.

Well, both are 100 pct in the pocket so the only possible answer is a third entity which is highly unlikely.

Re: Predicting OpenAI's ad strategy

#149

Post by SpicyLemonZest »

yunwal wrote: post #134
SpicyLemonZest wrote: post #100

Earlier quoted context omitted.

But what could an opt-in requirement for advertising possibly mean other than a compliance checkbox that 99% of users click through? It just seems like where you land if you start with the intuition that ad-supported platforms shouldn't be legal, realize that implementing that policy would ban all print media, and do your best to rescue it rather than abandon the idea as unworkable.

It’s not like print media would cease to exist if ad-supported models were made illegal. They would move to subscriptions like they had in the past.

Print media have always run ads near-universally, regardless of whether or not they have a subscription.

Re: Predicting OpenAI's ad strategy

#150

Post by tasty_freeze »

rvz wrote: post #122
tasty_freeze wrote: post #103

Earlier quoted context omitted.

At one time Google was a niche website, literally orders of magnitude lower than Alta Vista.

With that logic, are you also going to expect Kagi to generate minimum $10B to $35B in revenue a quarter over the next 27 years then, the lifetime of Google's existence? Do you see how such a comparison doesn't work?

No, I don't expect it to be the next Google, nor did my statement imply that. The point was that just because something is small doesn't mean it has to remain small. That is true whether or not Kagi never becomes the biggest.

> Do you see how such a comparison doesn't work?

No, I don't.

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