The recent Acquired ep on “Alphabet Inc” put it aptly: social media moved into Google’s space, video (reels, “pivot to video”), and social media for socialising moved to message groups, iMessage/Whatsapp/Discord.

Revenue-wise, video ads have always been the sun to print ads peanut m&m.

Look where the pucks going then:

Implication: ChatGPT as a realtime video avatar will hit the jackpot with ads, but not before. Count on the ChatGPT device having a screen for that reason