Alex Kantrowitz
👤 SpeakerAppearances Over Time
Podcast Appearances
And I know I'm talking both sides of this because I really am wrestling with it.
It's complicated.
But the market would react very positively to OpenAI introducing ads.
Ads are an extremely high margin business.
Famously on the internet, you only need a couple of salespeople or you can even automate the sales process.
And then those ads can extend across large audiences and you can make a lot of money.
Google has done a great job with this.
Facebook has done a great job with this.
Even Amazon.
I think it's one of the least heralded stories of
you know, at least with the big tech business.
Amazon has done amazingly with advertising, and it's become one of the biggest, highest margin businesses within that company.
So I think if the market saw, oh, you have your subscription business, and now you're introducing this high margin ad business.
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.
So I think that stock would go right up.
Yeah, well, I would say, first of all, the user numbers do suggest that people still really like OpenAI.
They like the products.
They like chatting with OpenAI.
They've enjoyed Valsora, for one, as a company that they trusted with their own faces pretty much to make AI videos of themselves.
So there's still a lot of trust.