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I’m not convinced Unit economics is the right lens here given that it’s a general purpose technology. For the very near term perhaps but the large scale infra
by Havoc 1y ago
I’m not convinced Unit economics is the right lens here given that it’s a general purpose technology.
For the very near term perhaps but the large scale infra rollouts strike me as a 10+ year strategic bet and on that scale what matters is whether this delivers on automation and productivity
- TheOtherHobbes 1y agoThey're all going to start selling ads, obviously.
- Ekaros 1y agoIs there going to be enough new ad spend to justify that model? Will everyone else spend even more on ads than they do now?
- jsnell 1y agoIt doesn't need to be new ad spend. Just the possibility of the existing ad spend being up for grabs justifies all the capex so far.
- Havoc 1y agoDoes seem likely for Google though integrating ads into text in a durable way could be challenging. If it’s overt then it’s easily filtered out, if it’s baked in to deep the it harms response quality