The earnings do not need to come via direct monetization.
Google search revenue for example was over $200B in 2025. This revenue will be tightly coupled to the quality of their AI models in the future.
Googles search revenue comes from ads which depend somewhat on the quality and speed of the search result. Yeah, a better LLM could do it but a better pagerank with NLP that actually works again could do it.
Googles search revenue comes from ads which depend somewhat on the quality and speed of the search result. Yeah, a better LLM could do it but a better pagerank with NLP that actually works again could do it.