How do we know that ad revenue will be huge? 80% of the questions that I ask can't be monetized because they're not about purchase intent. And even if they could, has OpenAI built an auction system to bid on keywords? How exactly will all this work and be streamlined in the next 18 months to the point that it could generate the revenue they need to keep with the ridiculous investment requirements in infrastructure?
The thing i keep coming back to is that an LLM backed query is so, so much more expensive than a typical web request. What kind of advertising is going to align in the value necessary to cover those costs, plus margin? Chatbots aren't YouTube, users aren't going to sit through 30 second ads, I don't think.
