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Advertising
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OpenAI is finally bringing ads to ChatGPT. In this episode, Duncan and Ollie decide if they are Long or Short on this strategy.
The cost of computing power is massive. We discuss whether advertising is the necessary answer for OpenAI or if it fundamentally breaks the utility of the product. The discussion covers the incentives behind the move, the likely impact on user behaviour, and what this signals for the wider industry.
We debate if this is a smart commercial play or a sign of trouble.
In this episode:
Are we Long or Short on ChatGPT ads?
The trade-off between user experience and revenue.
First principles: Why ad-supported AI might look different than search.
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