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ml-anon | 3 months ago

You’re betting on OpenAI a company that has literally never sold an online ad against the two kings of online advertising…cool.

discuss

celestialcheese|3 months ago

It took tiktok just 5 years to go from ~no revenue to ~$12b annual in the US.

ChatGPT has roughly the same MAU as tiktok. I don't see why their ad business wouldn't meet or exceed what tiktok was able to do in less than 5 years.

Barrin92|3 months ago

Because TikTok is free, had no competitors and network effects given that it is a social media platform. ChatGPT already depends on subscription income, has to compete with companies that can offer the same service for free and has no network effects because you're literally talking to a commodified bot

mbesto|3 months ago

12B and 200B is a HUGE difference...especially in a 5 year time span.

xeromal|3 months ago

I agree with the gist of your statement but the same could've been said for a number of new companies against entrenched players. Heck, I'm pretty sure google was that company against the existing search.

You'll probably argue that this time it's different but no one knows what's different until it's already changed.

ml-anon|3 months ago

Trying to claw ads market share using AI from the worlds number one ads and AI company.