I see a lot of people here are worried that we will end up with ads in all AI vendors products, or at least the frontier labs. I think this is unlikely.

We are already seeing a market for AI for productivity in companies, the Claude code product is the first serious one here, but we can expect more to show up. When you look at the B2B market, ads are basically not a thing in these segments, companies are generally more willing to pay for products, and less willing to accept outside influence on how the product works, and I don't think this will change when companies are buying AI either. Companies might be happy with selling ads in their own products. On the other hand consumers, don't like to pay, and that will probably drive consumer oriented products to be ad funded. Basically what I'm expecting will happen, is that we will end up with two types of AI vendors.

Those that target the consumer market and those that target the business market. Consumer AI will trend toward companionship, entertainment, casual chat — things like digital friends, relationship play, even adult content. Companies want none of that, and some of it is serious legal liability. Even a few missteps and you get expensive backlash in the business market.

It does look like OpenAI is trying to succeed in both the consumer and business market, and there are companies that are able to pull this off, most do not, and end up serving one of the markets. Given their lead in the name recognition I suspect they are going to end up an ad financed consumer brand, and will lose the business market to someone else. But I might be wrong.

The saving grace for those of us that don't want ads to bleed into our AI tools, is that we probably will be able to buy the same products that the small business segment buys. Some consumer oriented features might be missing, but they might either be features we don't need, or maybe open source could fill the gaps?