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It's tempting to look at trends and assume there must be a rule behind them, but it's also intellectually lazy. Please do the hard work of justifying your stance like GGP did.


it is a simple stance - if you have a product that is used by hundreds of millions of people ad monetization strategy will be found cause there are people a lot smarter than you and me that will get it done. here’s intellectual challenge - find a business with comparable number of users to openai which is not swimming in ad revenue - one will do


A counterpoint is that there are many products with significant usage that fail or never attempt advertising monetization. They just increase the cost of the product.


Such as?


I apologize, but I thought it was self-evident. The majority of enterprise professional software.

I would argue that comparing OpenAI to social media companies is an awful comparison. A much better comparison would be to Microsoft Office.


I thought we were talking about search or social media companies failing to capitalize on advertising which I haven't seen. OpenAI is much closer to Google than it is to Office.


I could see that argument, but the economics of the two are so different. I just don't see how using an LLM can be sustainable for search, but could see it as an enterprise model.


What do you mean not sustainable for search? OpenAI is eating Google's lunch forcing them to put in LLMs on Google. I personally don't use traditional search anymore, it's all through LLMs. Meanwhile everyone hates Microsoft Office LLMs.


Snapchat


Total Quarterly Revenue (Q4 2024): $1.55 billion in total revenue, with $1.41 billion coming from advertising

Basically all their revenue is ad revenue and not too bad




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