I also forgot to point out that Open ai is not "disrupting" some stuffy old ad company by bringing AI to the ads business to revolutionise and automate it. They

I also forgot to point out that Open ai is not "disrupting" some stuffy old ad company by bringing AI to the ads business to revolutionise and automate it. They're not going to get AI to do all the hard work and put everyone else out of business because they're the only ones using AI. They are competing directly against their biggest AI competitor who has better AI models than them (at the moment at least) which are SOTA, AND also has an existing huge ad business and sales force. Not to mention Google is currently cramming AI into every single one of their products and serving to billions of people already, and own their entire business from silicon up through to the properties people are advertising on. OpenAI are coming from behind both in their AI tech, their DAU count, and in their advertising business (or rather lack of it). And they're doing this while actually renting hardware from Google Cloud to do it too! Not impossible for them to do this of course, but it is a big lift and will take years. They might do it though, but I think odds are they'll fizzle out before then (either run out of money, enshitification, or simply fall to the back of the pack) People who say "Google are toast" just don't understand the scale of the ads business (and the markets seem to agree that goog is insurmountable, at least for now)