It’s difficult to believe that they’ll keep privacy guarantees. Some of the most valuable types of targeting are lookalike audiences or following up from other ads elsewhere.

How would OAI allow them to target without access to de-anonymized data?

Buyers will want to exclude existing customers, which requires the same.

The product managers will have explicit KPIs tied to conversion. At some point, like at Google, this will break. It has to or OAI can’t grow into its current valuation, let alone any future one.