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Comment by femiagbabiaka

2 days ago

HSBC, the firm who did the analysis in the article, took into account projected revenues matching user numbers of 44% of the world's non-Chinese population.

8 comments

femiagbabiaka

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yabatopia  2 days ago

With zero market share for Google.

Living in AImaginationland must be nice. C’mon kids, let’s all sing the AImagination song: AImagination, AImagination, AIiiimagination, …

  • femiagbabiaka  2 days ago

    44% for OpenAI wouldn't mean 0% for Google, but considering that even Apple only has about 30% of the global smartphone marketshare, OpenAI getting there seems unlikely.

  • pksebben  16 hours ago

    i don't know if it's where you got it, but that made my head go straight to Ocean from Wonder Showzen.

famouswaffles  2 days ago

Calling a 2% penetration 'taking into account' is pushing it. I don't think a serious push into advertising would be that low.

rvnx  2 days ago

It would be plausible but very optimistic projection if there was no competition that is currently crushing OpenAI

  • femiagbabiaka  2 days ago

    Oh, I agree it's implausible. But GP said

    > People crying about the revenue gap constantly forget that OpenAI still hasn't turned on the ads, porn, and gambling

    But quite the opposite, HSBC assumed that they will have a virtual global monopoly on AI, and even under those projections they will still need to take on hundreds of billions of debt. I'm sure if they get there getting access to that debt will be easier than I'm assuming currently.