We're on a Google and OpenAI collision timeline. Google has to win to stay relevant, while OpenAI has to win to survive. Looking at my own usage patterns, Goog

We're on a Google and OpenAI collision timeline. Google has to win to stay relevant, while OpenAI has to win to survive. Looking at my own usage patterns, Google's ad business should have be long gone now, but then again I've been running adblockers since forever so maybe I just don't understand the dynamics here. Google has to recapture the perceived (or actual) lead in the AI market before its made obsolete and OpenAI has to keep Google on the defense otherwise it will just be commoditized away (I think this is more about good old market share here and no one waits around for AGI to unlock a spectacular economic value, they want each other's money now). This is the second step in just a month or so where OpenAI directly encroaches on Google territory (first was with the recruitment of Johnny Ive to sidestep established mobile platforms and now going straight for Google's jugular). It would be really interesting once OpenAI gets into the ad business, because right now Google has its share of ad revenue on hard allocation, and once in-stream AI advertising opens up it would surely divert some of that money.