- ~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’m actually one of the people that continue to say even with this list they have no moat, because Google, Facebook, Microsoft, etc. can just embed a chatbot in their existing products or social network and make ChatGPT irrelevant overnight. Non tech users will chat through their browser, OS, Apps, website, that’ll be served by any model provider. The only moat of OpenAI is investor money to burn so that they can off…
Nah, it's just one order of magnitude...
Also, they expect revenue to grow exponentially so it's 20 billions annualized by the end of the year. Last time I saw somebody talk about it, it was about half of it, and trending down.
Anyway, if they manage to take ~20% of the ads revenue from Google, they will be able to cover ongoing depreciation! That's the amount of money they need.