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Comment on OpenAI Burns the Boats

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I don’t think that saying means what you think it does.

Also I have not seen any evidence that OpenAI is pivoting to advertising. And even if they did I’m doubtful that advertising would pay the bills. This is one of the reasons Google did not originally pursue LLMs despite having the technology.

The unit economics of inference are incredibly good.

To be profitable, OpenAI would need to be 1/10th as good as Meta or Google are at monetizing via ads.

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