They can be doing fine at AI models but not so well with AI revenue.

Although I am curious if they are not worried and playing the long game confident that their distribution will eventually help them catch up (and worst case they own some of Anthropic). But obviously Anthropic and OpenAI have their own distribution now too.

▲

dspillett 2 hours ago | parent | next [-]

> but not so well with AI revenue

Nobody is doing well enough with AI revenue ATM (https://isaiprofitable.com/). At the moment it is probably more about market share of users, that is where the investment capital will need to be clawed back from when it starts to be called back (or replacement money will need to come from if the investment cycle simply stops giving generously).

▲

jjallen 2 hours ago | parent | prev [-]

I do wonder if the more they goose their ad business the faster it eventually falls. I know I am more and more reluctant to view many normal Web page ads at all and usually immediately click away the second a site gets annoying

	▲	ungreased0675 2 hours ago \| parent [-]
		I block ads because I don’t want my family exposed to scams, clickbait, and offensive content. If ads weren’t so annoying, I wouldn’t put too much effort into blocking them.