- ~1 billion users in just 3 years - 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 di…
Yeah, ChatGPT is dead now.
> Yeah, ChatGPT is dead now.
Not dead yet.
But definitely bleeding.
CharGPT lost 15-20% market share to Gemini in second half of 2025.
- ~1 billion users in just 3 years - 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 di…
> - Extremely personal data on users - Novel way of introducing and learning more about sponsored products Doesn’t anyone think this is really, really bad idea? We managed to radicalise people into the rise and fall of entire countries through analog ads, can you imagine how devastating it would be to infuse every digital product with all that?
It's one of the major issues of our era. Either society will be utterly captured, gradually and quietly, or there will be a reconning and ads will become tightly regulated along the lines of tobacco, sectioned off from polite society.
I'm betting that they can. Here's an idea that just popped into my head: ChatGPT shows a sponsored entry in chat history list with a colorful border around it to get users to click. This product is something that ChatGPT knows the user desperately needs from previous chats. The user can chat directly with the product and learn more about it. The advertiser specifically sent OpenAI information (like a RAG) about their…
But the missing part is "we know they need this!" but they don't have the ad network to have the pixels on the vendor sites to track the conversion (or not for remarketing!). They only have half (at most) of the picture. This is why they tried to create a browser (remember that? Nope me neither) to try and get the full picture. Advertisers are accustomed to pay for conversions now. If you can't track it, you cant pro…
I think the amount of money they’re burning on their operations would make that organizational lift a drop in the bucket. A few dozen annual 6 figure salaries? A few hundred? A bunch of normal CPU-based AWS services? They must spend 10 million per day on their current operating expenses.
> most normal people don't know what Claude or Gemini are In think the point is that they don’t need to know what Gemini is, they just need to know Google, which they most definitely do. IMO ads rollout won’t be as simple as you’re describing it. A lot of people have switched from Google search to AI specifically because it isn’t filled with SEO, ad filled nonsense. So they’ll need to tread very, very carefully to in…
Yeah, I saw several people who only first tried AI chats on Google's new "AI Mode", which uses Gemini, but doesn't mention it anywhere.
I am not exactly a great example ( exposure to work model, ollama, local models play ) and I actually liked gemini upon try in google search ( which is amusingly now banned at work ), but the nice quickly fell into not nice, when it started giving me weird pushback on operation paperclip book ( I am assuming chapter discussing tabun triggered something. This is my only real problem with gemini. By comparison, I am not running into guardrails with gpt nearly as often.
- ~1 billion users in just 3 years - 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 di…
Only a short matter of time before agentic tools start serving ads too - paying user or not. You want to refactor your codebase ? No issue - taking 30 seconds - please view this ad meanwhile.
Why stop there? You want to refactor your codebase? Sure, but you need to adopt this dependency and this cloud service.
Mixing Ads or sponsorships to influence LLMs is a really, really bad idea. Especially when they're competing with Search ... which means that for some, "AIs" are the only window into the world when looking something up.
- ~1 billion users in just 3 years - 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 di…
It seems like you could make a sort of seive out of multiple free models such they each remove each other's ads.
The problem is that training a free and open source model costs just as much as training a closed one, but has even fewer potential avenues for recouping that investment. The money still has to come from somewhere. I'm not sure if open weights are immune to being compromised by ads anyway, they can't serve pay-per-impression ads on the output side, but there's nothing stopping the creator from accepting funding in ex…
I would laugh my ass off if Coca Cola Company ends up being the company that solves alignment - so that it can align an "open weight" AI with its corporate interests.
Without that though? Our ability to manipulate LLMs is so shaky I would be really surprised if anyone managed to pull off this kind of model manipulation and have it remain undetected.
Paying $200 for Pro at the moment. If a single ad shows up anywhere I'm out. In the free tier? Well.. it's sad but inevitable.
I'm genuinely curious about the unit economics on the expensive plans for each of these AI plays. It's common to parrot the idea companies are still losing money on them but hard to find actual evidence.
- ~1 billion users in just 3 years - 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 di…
> 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 Given one can (at least for the moment) export one's entire chat history from ChatGPT, what exactly would stop a ChatGPT user from switching to an alternative if the alternative is either better, or better value?
Google can just build "import from ChatGPT" into Chrome, like switching from Internet Explorer back in the day.
So basically they are admitting that not enough people will pay for it to be a profitable business. Also that they don’t have any significant improvements to the tech coming up.