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The costs are already far, far below that level. The only reason the consumer-facing businesses are not profitable is that nobody is yet showing ads, i.e. provi
by jsnell 1y ago
The costs are already far, far below that level. The only reason the consumer-facing businesses are not profitable is that nobody is yet showing ads, i.e. providing service to hundreds of millions of people with no monetization at all. LLM inference is cheap, but not free. But the moment they start showing ads, even basic ad formats will easily make them profitable. Let alone more sophisticated LLM-native ad formats, or the treasure trove of targeting data that a LLM chat profile can provide.