Jason Lemkin

It won't be a needle mover.

I mean, what are the differences between this...

When Google and Facebook added ads, each of them at the appropriate time for them, 2002-ish and 2005-ish, they had significant but manageable cost structures, no other revenue source, and very quickly they became profitable, right?

Even a billion dollars is a drop in the bucket compared to the spend here.

So it better do a billion dollars pretty damn quick.

Because if it doesn't do a billion dollars pretty damn quick, it's not going to do $20 billion, you know, reasonably quickly.

My gut is it is because they're just going to find a way to make it work.

And I think Jason's right.

It is prime real estate.

And it's worth pointing out on that, Jason's comment is that, you know, we've all been in this, you know, everyone kind of went through that Google is doomed a year ago.

And then Google executed company and a bunch of things.

And now we've all gone to, oh, Google's amazing.

And KOTU was so stupid for leaving Google out of their amazing AI companies.

And I think they are amazing in terms of their AI.

But Jason's comment is really significant.

He doesn't go to Google anymore for search.

And that's the mother load.

So the discovery for what to buy for discovery, you exactly for discovery search, search real estate, right?

So even though Google's doing amazing, it is worth pointing out that their cash cow, which kicks off 240 odd billion a year of revenue, which is the ads business, isn't the best product on the market anymore.

And some of those dollars will go to open AI and because it's better real estate.