But if they slap on ads their margin improves so it is possible no?

euLh7SM5HDFY 7 hours ago | parent | next [-]

Yes, but only if the users can't move to competition. Just look at YouTube, there were relatively few ads until all other video sites were dead.

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mgh95 20 hours ago | parent | prev [-]

Yeah but the problem then becomes you are in a knife fight with google. Welcome to margin compression on already thin margins and high capex. Its not a like they buy commodity hardware that is cheap, or have the depth of talent like Google to do ASICs + DC management.

Once OpenAI turns to ads, I think it's an indicator they are out of ideas.

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babelfish 19 hours ago | parent [-]

You could have said this about Meta 15 years ago, and now they're a ~$2 trillion dollar company!

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haijo2 19 hours ago | parent [-]

Meta (FB, IG, WA) and Google Search arent really comparable... OAI and Google def are though.

	▲	MangoToupe 9 hours ago \| parent [-]
		Google has a monopoly on search (maybe not as seen by courts, but certainly practically). OpenAI is in a commodity brawl with dozens of companies. Still, if anything saves their ass it's that "chatgpt" is synonymous with "chatbot".