Rachel Warren

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.

I mean, you even take this example of the browser that we've been talking about here.

Is this its own monetizable product within the broader OpenAI ecosystem or is it going to serve as a sales funnel back to chat GPT?

I think there's still a lot of open questions as to what that's going to look like and how effective it's going to be.

But again, I'm going to stress, I mean, they need to monetize in a more effective way.

I think we're really just starting to see what that's going to look like.