Comment by ml-anon
2 days ago
You’re betting on OpenAI a company that has literally never sold an online ad against the two kings of online advertising…cool.
2 days ago
You’re betting on OpenAI a company that has literally never sold an online ad against the two kings of online advertising…cool.
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.
12B and 200B is a HUGE difference...especially in a 5 year time span.
The $200b is 2025 for all of Meta worldwide.
Reuters reported that ByteDance (TikTok parent) in Q1 2025 had $48b in revenue.[0] They should surpass $200b for 2025 which would make them bigger than Meta.
In other words, Tiktok has already caught up with Instagram in terms of revenue.
[0]https://www.reuters.com/business/finance/tiktok-owner-byteda...
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
> TikTok [..] had no competitors and network effects
TikTok, or rather ByteDance, acquired Musical.ly as a competitor to absorb the user base and jump start their network. Their also have been a lot of short-form video platforms before (e. G., Vine) and during TikToks growth (Instagram reels, YT Shorts).
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.
Trying to claw ads market share using AI from the worlds number one ads and AI company.