Rory O'Driscoll

Yeah.

I think, listen, first of all, there's a lot of products we've talked about like OpenAI's web browser we've never discussed again.

We may never discuss even Cloud Cowork again.

I don't know.

They try stuff, okay?

I think we are way under discussing the power of discovery in LLMs.

I think this is the way we will buy everything in the future as we are embedded in LLMs.

I don't know why I would use anything else

other than the best of ChatGPT or Cloud or Gemini to find a product to buy.

Why would I use anything else?

I'm not, I haven't run the math.

You'd have to give me a moment to run the math, but it's why can't a billion dollars go to it?

If there's any ROI, it only has to be like 1% of ad spend going to TikTok and Instagram to move over there.

Like marketers will just have to try it.

Like the first billion may not be impressive,

Because you've got to try it.

Just for fun, I asked Gemini so that we're not biased in here.

For OpenAI to do 25 billion in search revenue, which is really Rory's point, like to open the floodgates, at a $50 CPM, which I think is possible because it's about discovery, they just need 0.22 ads per prompt.

They don't need 11 million blue links where you can't find it.

0.22 ads paid per prompt to do 25 billion at their scale.