I can drop in replace LLMs in my everyday usage. If OpenAI introduces ads, I will switch and never look back. They have no Moat, and right now the Chinese companies catch up shortly after the models are released… All these arguments about average people not knowing about other LLM companies can be fixed with a simple internet search or information sharing. No big deal.
Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
531–540 of 763 posts
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#532- ~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…
If there's one thing the history of mass internet servuces teaches us, it is that people switch to platforms with superior product/experience in an instant.
Remember Lycos, Yahoo, & Hotmail? They all had strong userbases for their time who switched in an instant to Google Search & Gmail.
Even with network effects, it is very difficult to compete without outright superiority - remember Orkut, MySpace, Google Plus or even Facebook? Meta made the right decision buying Instagram and WhatsApp instead of trying to sustain Facebook.
There are no lock-ins in Chat assistants at all and no network effects. All evidence suggests now cutting edge high performance models are mostly coming out of Google, Anthropic etc and high efficiency models are coming out of China. ChatGPT also appears to have a disadvantage in the talent war - mostly because talent seems to not like to work with the management.
Also almost no one I know uses ChatGPT now as their primary AI assistant now because they feel the quality of answers from others are simply superior (I check case by case) and the same seems to hold in more formal tests in AI enabled product development. Even Microsoft has started hedging bets with Anthropic.
OpenAI really really needs to focus on outright superiority or it's going to be interesting to see how the financial shakeout is going to play.
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#533I can drop in replace LLMs in my everyday usage. If OpenAI introduces ads, I will switch and never look back. They have no Moat, and right now the Chinese companies catch up shortly after the models are released… All these arguments about average people not knowing about other LLM companies can be fixed with a simple internet search or information sharing. No big deal.
Opensource LLMs are absolutely not on par with gpt-5 for any agentic workflows
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#534Earlier quoted context omitted.
Yet, somehow I've been paying $20/month to ChatGPT for years now and I don't use Claude or Gemini even when they're free or have slightly better models.
Many more people see “AI overviews” everyday with Google being the default search engine on almost every mobile phone outside of China.
I saw it too
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#535- ~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…
The memories are the moat. Regardless of the current or future capability, most users already view chatgpt as a personal confidant that they are investing energy into building a relationship with. That will be a far stronger moat than anything else
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#536- ~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…
Absolutely, would be insane if they didn't monetize free tier with ads.
And this is a good progression. Google search results were just turning to garbage. Facebook was just a slurry of noise.
ChatGPT is actually helpful and useful.
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#537- ~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…
Absolutely, would be insane if they didn't monetize free tier with ads. And this is a good progression. Google search results were just turning to garbage. Facebook was just a slurry of noise. ChatGPT is actually helpful and useful.
Google abused their users and customers with intentionally useless results. The more useless the results are the more time users would spend coming back again to search, and the more need there is for businesses to buy ads just to be seen.
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#538Earlier quoted context omitted.
Poe's Law notwithstanding, I find it hard to believe that anyone would think I was making a good faith business acumen observation. If Optimus walks you to the kitchen to get a coke, what's Tesla's business model? Charge by the nanosecond for compute time?
The robot suggested a coke zero because it was paid to by the Coca-Cola Company. Now you'll need to buy more coke zero to replace what you drank.
So lets see a $60k robot, lets say the whole economy crashes and money means nothing so they just call it $30k for kicks and giggles. Super cheap power since elon owns all the land now, he can have a tiny nuclear reactor every few house lengths. So $1 a day for power : 30365 / 365 days a year is about $80 a day in the first year, or maybe $40 a day assuming the reactors dont melt down for 2 years. So that is about 2 forced cokes down your throat per hour, 4 if you are a "known criminal" who is being robo-babysat. And that is still zero profit for elon because he has to shuffle all his assets around to the next farce of a fucking company
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#539I can drop in replace LLMs in my everyday usage. If OpenAI introduces ads, I will switch and never look back. They have no Moat, and right now the Chinese companies catch up shortly after the models are released… All these arguments about average people not knowing about other LLM companies can be fixed with a simple internet search or information sharing. No big deal.
Opensource LLMs are absolutely not on par with gpt-5 for any agentic workflows
Ads aren't added to agentic workflows. Agentic usage of gpt-5 is only available if you're a paying user.
Re: Leak confirms OpenAI is preparing ads on ChatGPT for public roll out
#540- ~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 investors would certainly love this. So why hasn’t it already happened? My guess: they would lose a ton of cultural cachet. Turning OpenAI into an ads business is basically admitting that AGI isn’t coming down the pipeline anytime soon. Yes, I know people will make some cost-based argument that ads + agi is perfectly logical. But that’s not how people will perceive things, and OpenAI knows this. And I think t…
It also is impossible to work properly: either they also screwup the entire API to break everyones programmatic access to coding and regular apps, or else everyone just starts making wrappers around the API to make without-ad-chatbots