[cmiles8]

No.

Ads are a zero sum game where there’s only so much ad money to go around. AI doesn’t grow the pot. Google isn’t going to lose the ad game, it would destroy them. Google got scooped early on with AI search but is roaring back now.

Also consumers won’t pay high amounts for subscriptions, that’s enterprise territory which doesn’t tolerate ads. And these are the folks now slamming the brakes on spending.

Net, “ad revenue” is not even close to a viable plan to save the present train from spectacularly flying off the tracks.

[treis]

ChatGPT has like a billion weekly users that are giving them a massive amount of data. Everyone is going to want to advertise with them.

Enterprise isn't slamming the breaks on spending. At worst they've transitioned from spending like drunken sailors to spending like mildly inebriated sailors. Every single white collar worker is still going to have an AI subscription. And for people like programmers they'll still spend $1k on them.