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KellyCriterionlast Thursday at 7:51 AM2 repliesview on HN

my guess is the following:

Google can afford to run Gemini for a looong time without any ads, while OpenAI needs necessarily to bring in some revenue: So OpenAI will have to do something (or they believe they can raise money infinitely)

Google can easily give Gemini without Ads to the users for the next 3 - 4 years, forcing OpenAI to cripple their product earlier with Ads because of the need for any revenue

I think Google & Antropic will be one of the two winners; not sure about OpenAI, Perplexity & Co - maybe OpenAI will somehow merge with Microsoft?


Replies

jaccolalast Thursday at 11:57 AM

I’m surprised Perplexity isn’t already dead! Makes me question my ability to evaluate the value/sticking power of these tools.

(Unless it is dead if we could see DAUs…)

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UberFlylast Thursday at 9:25 AM

Microsoft will fund OpenAI for as long as it's needed. What is their alternative?

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