[ethbr1]

Parent is presumably making the case (and I'm assuming this extends to their respective ad pricing models) that it's revenue equivalent but profitable either way.

Either you have intent but little attention (Google et al.) and so can charge a decent amount.

Or you have lots of attention but little intent (Facebook et al.) and so can charge a decent amount.

You can't charge a decent amount if you have little intent and little attention.

OpenAI presumably has intent, but hasn't done all the Google-esque adtech sausage making to expose that to ad space buyers.

[dependsontheq]

Yes it's basically very little but very valuable attention with a clear current intent of buying.

Let's say a search term like "apartment for sale in Dallas", I think 15 years ago one of the highest grossing search keywords was something like "asbestos cancer lawyer".

And Meta has incredible amounts of behavioral data but is usually not that close to the thing I want to do right in this moment, they closed that gap.

Open AI has a very good psychological profile, very little current intent and very little attention, but this might change.