| ▲ | afavour 16 hours ago |
| > 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 introduce it without alienating customers. Not to mention mollifying advertisers who are nervous what their product will be shown alongside and OpenAI will probably struggle to offer iron clad guarantees about it. And people generally speaking don’t like ads. If competitors like Google are able to hold out longer with no ads (they certainly aren’t wanting for ad display surfaces) they might be able to pull users away from OpenAI. IMO pivoting to ads is a sign of core weakness for OpenAI. Anyone trying to set up their own ad network in 2025 has to reckon with Google and Meta, the two absolute behemoths of online ads. And both also happen to be major competitors of OpenAI. If they need ads that’s a problem. |
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| ▲ | SketchySeaBeast 16 hours ago | parent | next [-] |
| I can't wait for the instructions to start having ads embedded. 2. Place the turkey in your GE Two in One Oven set to 350, cooking for 10 minutes a lbs. 3. While waiting for your Turkey to finish cooking, why not have an ice cold Coke Zero? Click here for nearby locations. 4. Remove Turkey from the oven, let rest for ten minutes while listening to Lady Gaga and Bruno Mars sing "Die with a Smile" on Spotify. |
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| ▲ | a4isms 15 hours ago | parent | next [-] | | This is where Tesla has a key advantage. Optimus can walk you to the kitchen to look for a Coke Zero. Google and OpenAI cannot compete with this. | | |
| ▲ | serf 15 hours ago | parent [-] | | this is one of those HN style comments where business acumen and pertinent sarcasm are wholly indistinguishable . | | |
| ▲ | a4isms 14 hours ago | parent | next [-] | | 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? | | |
| ▲ | neilv 13 hours ago | parent | next [-] | | Purchase/lease access to the hardware, subscription for the necessary online connectivity, and microtransactions for each actual use of it (ostensibly because of cloud compute, and that also means surveillance data is captured and monetized). | |
| ▲ | staticman2 13 hours ago | parent | prev | next [-] | | 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. | | |
| ▲ | a4isms 13 hours ago | parent | next [-] | | The business model for Tesla and xAI is actually very simple and superior to OpenAI and Google's. No, this is not satire: The business model is that his companies are meme stocks, and controlling social media means controlling meme stocks. The business model is also that his companies require corporate socialism, and controlling social media means influencing government policy. He can talk about AI driving cars, but that's yesterday's news. Today, his business model for AI is to put his finger on the scale and influence society to help him become richer. AI is threatening to replace search, but in a way it's also threatening part of what social media provides, namely the ability to guide discourse at scale. What's easier: Getting his personal board to give him a trillion dollars, and shoring up public support for that with bias in his AI products and on X? Or building a trillion-dollar business? Elon Musk's business model for AI is actually quite easy to understand. | | |
| ▲ | dreamcompiler 6 hours ago | parent [-] | | And just like all meme stocks and so-called stablecoins, it'll work until it doesn't. The fall will be dramatic. | | |
| ▲ | bdangubic 4 hours ago | parent [-] | | it won’t be. the same sane argument was that “robotaxi” fall will be dramatic but it wasn’t, Musk, like Trump, is a master at manipulating masses and when thing du jour inevitably fails he’ll just pivot on an earnings call (and on “X” along the way) how “thing du jour is yesterday’s news” and he’s onto “next big thing” - data center on Jupiter that will replace all earth’s data centers or something like that :) |
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| ▲ | beefnugs 2 hours ago | parent | prev | next [-] | | 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 | |
| ▲ | DonHopkins 5 hours ago | parent | prev [-] | | But the damned robot keeps drinking all my Coke Zero! |
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| ▲ | senordevnyc 13 hours ago | parent | prev | next [-] | | Tesla doesn’t need a business model, they’re a meme stock. | | |
| ▲ | wnmurphy 2 minutes ago | parent | next [-] | | Not saying that the stock isn't a meme stock, but my car literally drives itself everywhere. Tesla has many business models. | |
| ▲ | LanceJones 6 hours ago | parent | prev [-] | | Perhaps. I suppose the biggest in history then? $1.4T valuation and 60% of shares held by non-meme institutions (like pension funds, S&P tracking ETFs, etc) when you factor out insiders. | | |
| ▲ | bdangubic 4 hours ago | parent [-] | | “The market can remain irrational longer than …” - John Maynard Keynes. |
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| ▲ | dr_kretyn 5 hours ago | parent | prev [-] | | I'm still unsure whether you're Musk's fanboy or making a joke. |
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| ▲ | iaw 15 hours ago | parent | prev | next [-] | | Thank you for this comment, there is no way I could eloquently explain my read on the comment you're replying to the way you did. | |
| ▲ | 15 hours ago | parent | prev [-] | | [deleted] |
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| ▲ | scuff3d 41 minutes ago | parent | prev | next [-] | | At least those are obvious. Them sneaking ads in that don't look like ads are what I'm more concerned about. | |
| ▲ | hyperadvanced 13 hours ago | parent | prev | next [-] | | Drink verification can | |
| ▲ | ponector 14 hours ago | parent | prev | next [-] | | There should be also mentioned brand of the kitchenette supplier, utensils and every food component with Amazon wishlist ready to order. | |
| ▲ | prymitive 12 hours ago | parent | prev | next [-] | | You’ll wish it was that and not “a word from our sponsor NordVPN” or scammy crypto investments | | |
| ▲ | gs17 11 hours ago | parent [-] | | It'll be hilarious (in a tragic way) if Google adds ads to Gemini using their existing platform and suddenly it becomes a scammer in the middle of chats. |
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| ▲ | dzonga 9 hours ago | parent | prev | next [-] | | there was a black mirror episode regarding something similar | |
| ▲ | ekropotin 12 hours ago | parent | prev | next [-] | | It was in Black Mirror | |
| ▲ | inetknght 14 hours ago | parent | prev | next [-] | | Missed opportunity for brands of turkeys | |
| ▲ | sandworm101 13 hours ago | parent | prev [-] | | It wont be that obvious. It will explain to you the dangers of doing your own cooking, the number killed by food poisioning each year, then suggest something from doordash instead. Or it will suggest you eat something faster, like pop tarts, so you can spend less time cooking and more time interacting with your AI buddy. |
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| ▲ | wiz21c 15 hours ago | parent | prev | next [-] |
| > So they’ll need to tread very, very carefully to introduce it without alienating customers. every single platform since the 1990's has introduced ads. My kids find it totally normal to have them. Believe me, if you train (!) people to accept ads, they will soon think it's normal. And besides, if ChatGPT goes with ads, Google will follow directly. So the users won't have the choice anymore. But ok, if I have to pay for a service without ads, then let it be. Paying for a service is normal too. |
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| ▲ | ryandrake 13 hours ago | parent | next [-] | | Don't worry, you'll pay for the service and get ads. It's the inevitable end-state of these kinds of services. | | |
| ▲ | rubidium 3 hours ago | parent [-] | | Amazon prime video showed us that. First no ads. Then ad free if you pay extra. Then “ad free” except half the shows have a “this show requires ads” bs and still have ads. Scummy flea ridden advertisers at their core. |
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| ▲ | com2kid 12 hours ago | parent | prev | next [-] | | Counter point - my kid hates ads. I've worked to keep them away from him and whenever they do sneak through he gets irritated at them. | | |
| ▲ | tasuki 9 hours ago | parent [-] | | Mine does too. I make sure there are no ads on the screens, but ads in print are harder to adblock. She hasn't seen too many, yet at four years old could distinguish an ad in a kid's magazine in under a second. |
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| ▲ | afavour 8 hours ago | parent | prev | next [-] | | > if ChatGPT goes with ads, Google will follow directly Eventually. But Google has an absolute ton of places to put ads today and are profitable enough that they can subsidise their AI operation much longer than OpenAI can. If it’s a competitive advantage to remain ad-less they have the ability to do it. | | |
| ▲ | siva7 7 hours ago | parent [-] | | remaining ad-less isn't a competitive advantage for google.. advertisers want the use the best medium available to reach customers and clearly ai chatbots are better suited for that than the old web of google search. openai has reached the critical user base where they could easily replace google for advertisers. | | |
| ▲ | bpt3 6 hours ago | parent [-] | | > clearly ai chatbots are better suited for that than the old web of google search Why is this clearly the case? |
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| ▲ | ViewTrick1002 14 hours ago | parent | prev [-] | | But many of them have failed to achieve the necessary profitability. For example Snapchat, Reddit etc. |
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| ▲ | wayeq 15 hours ago | parent | prev | next [-] |
| > So they’ll need to tread very, very carefully to introduce it without alienating customers. I'm certain the ads will be introduced in an easily identifiable and ignorable way. People will acclimate, user behavior will be analyzed, and over time the dial will ever so slowly be turned up to optimize for draining as much attention and money from the consumer as possible. |
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| ▲ | LogicFailsMe 15 hours ago | parent | next [-] | | You'll just need to run a small local model to filter out the ads. And they just become another one of those silly arms races between the ad makers and the ad blockers and we all burn more electricity. | | |
| ▲ | luckman212 14 hours ago | parent [-] | | but AI will calculate precisely the optimal amount of electricity to waste. so, win win |
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| ▲ | 15 hours ago | parent | prev [-] | | [deleted] |
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| ▲ | falcor84 16 hours ago | parent | prev | next [-] |
| 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. |
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| ▲ | A4ET8a8uTh0_v2 16 hours ago | parent | next [-] | | 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. | |
| ▲ | lxgr 16 hours ago | parent | prev [-] | | Even “AI mode” isn’t mainstream yet, at least in my observation. “AI summaries” are, but they seem to be powered by an even weaker model. |
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| ▲ | neximo64 16 hours ago | parent | prev | next [-] |
| > most normal people don't know what Claude or Gemini are That's actually changed a while ago. |
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| ▲ | state_less 15 hours ago | parent | next [-] | | Chatgpt is a proprietary eponym[1], like kleenex, or Google for search. That's a relatively strong attractor based on their first mover status. I nevertheless use tissues, and search engines like brave search, sometimes duckduckgo, and claude or openrouter for my LLM models. I think there are too many good alternatives for Chatgpt to turn the screws too hard on their users, but we'll see where it settles out. As usual, the most vulnerable will be squeezed the hardest (the ignorant and tech feeble). Hopefully competition and some oversight will keep the wolves at bay. The finance people were chatting about the OpenAI's ad play a while back, glad to see it finally dawning on this crowd. 1. Not all jurisdictions have granted OpenAI the Chatgpt trademark. | | |
| ▲ | cameronh90 14 hours ago | parent | next [-] | | I think I hear as many people calling it ChatGBT or ChatGTP as ChatGPT. | | |
| ▲ | DANmode 5 hours ago | parent | next [-] | | None of which, when searched, will lead the user to Claude, Qwen, et al. Just OpenAI and ChatGPT. So what’s your point? | |
| ▲ | state_less 13 hours ago | parent | prev [-] | | "Oh no it's GPT, a Generative Pretrained Transformer shaped into chat responses." |
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| ▲ | FarmerPotato 4 hours ago | parent | prev [-] | | Chachapita |
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| ▲ | lxgr 16 hours ago | parent | prev | next [-] | | Claude? I’d be extremely surprised. Gemini? As gemini.google.com or as the thoroughly mediocre “AI summaries” on top of Google Search results? | | |
| ▲ | bigbinary 16 hours ago | parent | next [-] | | Claude has been aggressively advertising on Facebook, Instagram, and Reddit, and the ads have been much more general use than just the code benefits. They’re definitely no ChatGPT, but they’re not an unknown player. | | |
| ▲ | caymanjim 16 hours ago | parent | next [-] | | You're only seeing those ads because the ad algorithm knows you. My family aren't getting Claude ads. They wouldn't know the first thing about it even if it were explained to them. | |
| ▲ | lanyard-textile 15 hours ago | parent | prev [-] | | From the advertisements I’ve seen, only in the bay area, I honestly wouldn’t know Claude “competed” with ChatGPT unless I knew of it beforehand. For me that’s mostly because every AI startup is promising the moon on their billboards, lol. |
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| ▲ | mrbombastic 16 hours ago | parent | prev [-] | | Yeah my father who codes occasionally asked me what the best AI for coding was and he had never even heard of claude so I would be very surprised if your average person knows it. | | |
| ▲ | yesimahuman 16 hours ago | parent [-] | | They absolutely do not. It took getting out of tech a few years to realize how hilariously out of touch we can be in this industry |
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| ▲ | kevinsync 15 hours ago | parent | prev | next [-] | | Weirdly, I think Perplexity is getting a lot of mainstream name recognition because of podcasts. All the big slop pods like Rogan, Theo Von, etc are sponsored by Perplexity and the hosts constantly name check it by asking to “look stuff up on Perplexity”. Honestly pretty smart marketing all things considered. | |
| ▲ | DANmode 5 hours ago | parent | prev [-] | | Disagree. Wait - are you in California? |
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| ▲ | onion2k 15 hours ago | parent | prev | next [-] |
| they just need to know Google, which they most definitely do The way that Google is rolling out AI is confusing, and I imagine a lot of people who can access Gemini don't actually know they can or how to use it. Among those that do know, many won't know what it's capable of and will believe that they need to pay for a service like ChatGPT in order to get what they want. |
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| ▲ | Verdex 12 hours ago | parent | prev | next [-] |
| > IMO pivoting to ads is a sign of core weakness for OpenAI. Yeah, I've had the same thought for a while now. You don't sell investors on an endeavor for 10s of billions of dollars with the endgame being "sell ads". If that was the endgame then there are a lot less resource and capital intensive ways to get to it. Given all of the discourse of "you need this new tech in your life to continue to participate in society", I would not have expected them to need to stand on the roadside trying to get people to buy low cost fireworks. It smacks of going through the sofa for loose change so you can make rent. And if they had something impressive coming down the pipeline I would think they could get someone to spot them a few billions yet, unless the billionaire/megacorp economy is really that tapped out. |
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| ▲ | randyrand 12 hours ago | parent [-] | | > You don't sell investors on an endeavor for 10s of billions of dollars with the endgame being "sell ads". Google is a multi trillion dollar ads company. So is meta. Don’t underestimate ads. |
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| ▲ | Invictus0 13 hours ago | parent | prev | next [-] |
| This is the curlftpfs comment all over again |
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| ▲ | Zetaphor 16 hours ago | parent | prev [-] |
| And yet most of the people I know, including many technical ones, default to ChatGPT before Google's AI Studio. Google has general brand awareness, but ChatGPT has become the Bandaid or Kleenex of AI |
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| ▲ | afavour 16 hours ago | parent | next [-] | | > ChatGPT has become the Bandaid or Kleenex of AI I agree but how many consumers actively purchase Bandaid or Kleenex over cheaper store brands? Becoming a generic term doesn’t always translate to great business. “I’ll put it into chat” could easily end up meaning “enter into Google’s AI prompt” for many people. | |
| ▲ | array_key_first 15 hours ago | parent | prev | next [-] | | Bandaid and Kleenex are commodities. Nobody has a problem using a different, cheaper tissue brand and calling it Kleenex. Consumers like chat, not chatGPT. Does it do a chat thing? Good enough for consumers. They'll probably call it chatgpt too. | |
| ▲ | ethmarks 16 hours ago | parent | prev [-] | | Fun fact: that's called a generic trademark https://en.wikipedia.org/wiki/Generic_trademark | | |
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