Rory O'Driscoll

At a $50 CPM, so it has to work.

This can't be garbage ads.

I think it's very plausible.

And we may be upside surprised.

This may turn into Facebook or Google back in the day.

Like within a year, our jaws might drop.

I agree with you that someone is going to build a massive business connecting these ads to the LMs.

I'm not convinced it's from the snake oil that I have seen in the geo products that I've used today.

I believe there's snake oil.

They're telling you to do very basic things that maybe work.

I tell you what we should do.

And this is risky.

Let's all put a bunch of money into Apple Oven and the Trade Desk right now.

That's what we should do.

I don't know whether they will, listen, I'm not a total ad tech.

I don't know if they will be fully open to open AI, but if they are, if they are open for ads, if you can run your ads across these platforms, especially the trade desk, maybe you make a lot of money.

You're talking about the trade desk beating down.

I need to think about it for the next week.

I bet you might be able to.

If you step back, and maybe I'm wrong, maybe Rory's right.