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Comment by rchaud

2 days ago

Google, Meta and Microsoft have AI search as well, so OAI with no ad product or real time bidding platform isn't going to just walk in and take their market.

2% is optimistic in my opinion.

Google, Meta and Microsoft would have to compete on demand, i.e. users of the chat product. Not saying they won't manage, but I don't think the competition is about ad tech infrastructure as much as it is about eyeballs.

  • It might take Microsoft's Bing share, but Google and Meta pioneered the application of slot machine variable-reward mechanics to Facebook, Instagram and Youtube, so it would take a lot more than competing on demand to challenge them.