Comment by kavalg
10 hours ago
I kind of agree with you at this point. When ChatGPT was rapidly gaining popularity I thought that they will eventually replace search (esp. for shopping), which would have given them a huge ad revenue. Maybe they could have even tried social networking e.g., to help you sort out the huge flow of information that today's social networks are and get to the important/rewarding/whatever posts. But now ChatGPT is kind of getting commoditized. I would even dare say that gemini feels to me a bit better now, so the search route for ChatGPT is clearly gone.
OpenAI is handling 15% of US traffic.
> OpenAI is handling 15% of US traffic.
The parent post was arguing that they can do this now because they are lighting stacks of cash on fire. And once they stop doing that, their LLM lead will be gone in a hurry. They appear to not have a moat, like other more established players do.
15% of US internet traffic just with text (and a few images)? I doubt it.