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materielle | 3 months ago

I think investors would certainly love this. So why hasn’t it already happened?

My guess: they would lose a ton of cultural cachet.

Turning OpenAI into an ads business is basically admitting that AGI isn’t coming down the pipeline anytime soon. Yes, I know people will make some cost-based argument that ads + agi is perfectly logical.

But that’s not how people will perceive things, and OpenAI knows this. And I think the masses have a point: if we are really a few years away from AGI replacing the entire labor force, then there’s surely higher margin businesses they can engage in compared to ads. Especially since they are allegedly a non-profit.

After Google and Facebook, nobody is buying the “just a few ads to fund operating costs” argument either.

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emp17344|3 months ago

Yup, it’s essentially an admission of failure. I think the people who were expecting AI to improve exponentially are disappointed by its current state, where it’s basically just a useful tool to assist workers in some highly specific fields.

kjkjadksj|3 months ago

Highly specific fields? They are trying to get you to reach for ai when an emailed “ok, thanks” would do. They want you to lose your ability to write and formulate thoughts without the tool. Then it is really over. That is the golden goose. Not a couple data scientists.

JumpCrisscross|3 months ago

> it’s essentially an admission of failure

A multibillion dollar failure is fine by investors. Altman hasn’t been peddling the AGI BS to them. That’s aimed at the public and policymakers.

lazide|3 months ago

Aka you need them deep enough into the trap they can’t escape, before you trigger it.

smallmancontrov|3 months ago

Yes and there are layers. Remember when google ads had yellow backgrounds? I'm sure OpenAI will find a way to do ads "ethically"... for a while, until people get comfortable, and that's when they will start to make ChatGPT increasingly manipulative.

SketchySeaBeast|3 months ago

Can anyone explain to me what ChatGPT does that traps people? I get the value as tools, I like using copilot, but ChatGPT doesn't offer me value that any other LLM can't. Given that everyone is quickly rolling "AI" into their own stuff, I don't see what's ChatGPT's killer app. If anything, I think Gemini is better positioned to capture the general user market.

raincole|3 months ago

Would've happened if Claude and Gemini weren't things. But they are.

Regardless of AGI, being known as the only LLM that introduced ads sounds very bad.

beefnugs|3 months ago

It also is impossible to work properly: either they also screwup the entire API to break everyones programmatic access to coding and regular apps, or else everyone just starts making wrappers around the API to make without-ad-chatbots

hattmall|3 months ago

Why would they need ads on API though, API is paid usage. They just need a few years of scaling for it to be profitable. Some models are already a net profit on API usage.

roboror|3 months ago

I agree but even if AGI is possible within 5-10 years it must be hard to justify maintaining or even increasing this level of burn for much longer.