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Comment by aurareturn

3 days ago

  The team also assumes LLM companies will capture 2 per cent of the digital advertising market in revenue, from slightly more than zero currently.

This seems quite low. Meta has 3.5 billion users. ChatGPT is at 1 billion so far. By 2030, let's just stay ChatGPT reaches 2 billion years or 57% of Meta's current users.

I'd like to think that OpenAI's digital ad revenue should reach 10% by 2030 an then accelerate from there. In my opinion, the data that ChatGPT has on a user is better than the inferred user data from Instagram/FB usage. I think ChatGPT can build a better advertisement profile of each user than Meta can which can lead to better ad targeting.

This doesn't account for OpenAI's other ambitions such as Sora app.

Hey Sam Altman or OpenAI employee, if you are reading this, I think you should buy the North American version of TikTok if the opportunity presents itself. The future of short videos will be heavily AI generated/assisted. Combine Tiktok's audience with your Sora tools and ChatGPT data and you got yourself a true Instagram competitor immediately. If the $14b sales price of US Tiktok is real, that's an absolute bargain in the grand scheme of things.

But this would fill TikTok with Sora garbage and kill it.

  • Tiktok has an algorithm that shows/hides content based on engagement. So any garbage wouldn't make it to the top.

    • From what I've seen, tons of garbage floats to the top of average non technical users. I'm not sure that Sora slop would be much worse than Daily Mail hate news slop. Or jihadist preacher slop. Or russbot misinformation slop. There's even tons of AI voiceover slop already. Sora will just be a small step towards the dead internet.

this comment feels so eerie as I am currently reading Zuboff's "The Age of Surveillance Capitalism," which itself is interesting to read now since its written before the huge AI leap.

Also, it reminded me of the following quote, mentioned in the book, from Langdon Winner

The changes and disruptions that an evolving technology repeatedly caused in modern life were accepted as given or inevitable simply because no one bothered to ask whether there were other possibilities.