[akrymski]

Google's AdWords business is worth about 10X that of Open AI ($1.5T) and does $250B of revenue. P/S of about 6X. If everyone stops googling and starts talking to ChatGPT instead, and GPU costs continue to fall such that ad-supported ChatGPT becomes feasible, it's not unreasonable to assume that Open AI can grow revenues by 100X from here.

Which assumes that Google will stand still, instead of cannibalizing its own business model.

[__loam]

The numbers look extremely bad if you're expecting OpenAI to take a significant chunk of Google's business. It's a rounding error compared to the numbers search does.

[andro_dev]

"GPU costs continue to fall" laughable prediction. They need more powerful GPUs not less as time goes by. These companies need monster GPUs with monster clusters that need monster energies. OpenAI is a bankrupt company as of now, their valuation means nothing as long as they keep loosing money as they do now.