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Alex Kantrowitz

👤 Speaker
114 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

And I know I'm talking both sides of this because I really am wrestling with it.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

It's complicated.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

But the market would react very positively to OpenAI introducing ads.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Ads are an extremely high margin business.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Famously on the internet, you only need a couple of salespeople or you can even automate the sales process.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

And then those ads can extend across large audiences and you can make a lot of money.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Google has done a great job with this.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Facebook has done a great job with this.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Even Amazon.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

I think it's one of the least heralded stories of

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

you know, at least with the big tech business.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Amazon has done amazingly with advertising, and it's become one of the biggest, highest margin businesses within that company.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

So I think if the market saw, oh, you have your subscription business, and now you're introducing this high margin ad business.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

We've seen it before in places like Netflix, which has made a very similar move, and it's working out well, very well for them.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

So I think that stock would go right up.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

Yeah, well, I would say, first of all, the user numbers do suggest that people still really like OpenAI.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

They like the products.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

They like chatting with OpenAI.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

They've enjoyed Valsora, for one, as a company that they trusted with their own faces pretty much to make AI videos of themselves.

Prof G Markets
Europe Braces for Trump’s Greenland Tariffs

So there's still a lot of trust.