Won't all the ad revenue come from commerce use cases ... and they seem to be excluding that from this announcement:

> AI will increasingly interact with commerce, and we look forward to supporting this in ways that help our users. We’re particularly interested in the potential of agentic commerce

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observationist 5 hours ago | parent [-]

Why bother with ads when you can just pay an AI platform to prefer products directly? Then every time an agentic decision occurs, the product preference is baked in, no human in the loop. AdTech will be supplanted by BriberyTech.

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keeganpoppen 5 hours ago | parent [-]

if llm ads become a real thing, let’s acknowledge that this is exactly what will happen in no uncertain terms.

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observationist 4 hours ago | parent [-]

The only chance of that happening is if Altman somehow feels sufficiently shamed into abandoning the lazy enshittification track to monetization.

I don't think they have an accurate model for what they're doing - they're treating it like just another app or platform, using tools and methods designed around social media and app store analytics. They're not treating it like what it is, which is a completely novel technology with more potential than the industrial revolution for completely reshaping how humans interact with each other and the universe, fundamentally disrupting cognitive labor and access to information.

The total mismatch between what they're doing with it to monetize and what the thing actually means to civilization is the biggest signal yet that Altman might not be the right guy to run things. He's savvy and crafty and extraordinarily good at the palace intrigue and corporate maneuvering, but if AdTech is where they landed, it doesn't seem like he's got the right mental map for AI, for all he talks a good game.

	▲	bluGill 4 hours ago \| parent [-]
		There are a number of different llms - no reason they all need to do things the same. If you are replacing web search then ads are probably how you earn money. However if you are replacing the work people do for a company it makes more sense to charge for the work. I'm not sure if their current token charges are the right one, but it seems like a better track.