In the AI Age, the primary competition may be between OpenAI and Google, particularly in the advertising sector. OpenAI’s CEO, Sam Altman, revealed that the company plans to monetize its 800 million weekly users by integrating ads into ChatGPT by 2026, aiming to fund its $115 billion infrastructure goal. Despite ChatGPT’s rapid user growth, only 35 million are paying subscribers. Altman noted Google’s slow adoption of generative AI in search, which has historically driven significant ad revenue, gives OpenAI a competitive edge. However, Google’s established ad-targeting capabilities and data resources present substantial challenges for OpenAI. Analysts, including Ben Thompson, warn that despite OpenAI’s innovative potential, it faces risks similar to those encountered by other tech companies overshadowed by Google. While Altman expresses concerns over trust with ad integration, leveraging advertising may be necessary for OpenAI to achieve its goal of developing human-level AI models effectively.
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