[bandrami]

It will not be lucrative if the hundreds of billions of dollars in ad revenue cost the providers trillions in compute. That's still the big question.

[aworks]

I think this is the right question. My search/chat is now 50% ChatGPT, 30% Google, and 20% Gemini. I have no idea the business implications of this.

For that matter, I don't know the bandwidth and compute cycle tradeoffs between traditional search and AI.