> just a matter of finding 5 billion people willing to pay US prices
This is how you know ads are inevitable. YouTube is probably a good indicator of how BigLabs will operate for free users.
Yes, their numbers can even work out into a sustainable business with ads only.
They just have to become the world dominant LLM provider by a large margin, and become a high-value ad provider with world scale.
I mean... They just have to repeat a Google. That would make them sustainable and a reasonable value for the investment.
What is the mental model folks have that “just do ads” is easy, like only two companies have figured out how to make money from ads and I imagine they won’t take the competition lying down.
I'd be cool with that. YouTube premium is one of the best value subscriptions I have. Steering people toward paying instead of ads-by-default is a net good imo