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adventured • today at 12:13 PM • 2 replies • view on HN

OpenAI's entire business is trivially profitable when you attach an ad network to ChatGPT.

Quick, someone point out the one billion user system with intent + personal data rich that doesn't result in a $100+ billion high margin ad network.

It is that simple and absolutely nothing can stop the gigantic ad networks that will be built up around personal agents.


Replies

LunaSea • today at 1:02 PM

Only if CPM can be high enough to counter balance the inference costs.

Current CPM is between $30 and $60 which is x20 to x30 more expensive than alternatives.

Now we have to wait and see if performance is also at least 30x of previous ad targeting.

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baq • today at 12:33 PM

The thing that stops it is, ironically, personal agents. Get one to interact with the ad-driven one if you need to and filter ads out.

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