Rachel Warren

I mean, there's kind of this idea that there could be a bit of a hybrid approach where they could make some money from some

subscriptions, from sort of a new type of advertising network.

So the browser allows- We talked about payments a couple of weeks ago, too.

I think so.

Well, and you think about how the browser allows OpenAI to embed their AI right into the user's web experience.

So that gives them unprecedented access to valuable real-time data.

That's obviously something that would be really valuable for advertisers.

I think it's very much designed to gather data in a way that's fundamentally different from traditional search engines.

And we're already seeing they're being integrated with platforms like Shopify and Etsy, so maybe users could

complete purchases within the chatbot.

But you have to think about the fact that OpenAI's model, as it is right now, is hemorrhaging costs and losses.

And so they're on this very aggressive monetization push.

And I think that's what a lot of this goes back to.

Now, we might see some really valuable tools come out of that, right?

But I think it's far too soon to say whether this is going to be something that's going to be broadly adopted by users.

I mean, how many of us are going to switch from Chrome to this?

That's what I'm not sure about.

Yeah, I mean, I don't think when you look at some of the products, right, if you will, that they've launched recently, it's not as though they're recreating the wheel.

They're taking, I think, a lot of existing technology and presumably trying to make it better with their own AI innovations.

And I think it kind of remains to be seen whether that's going to be effective or not.