google can keep burning cash longer than openai can stay ad-free



at some point sam’s gonna turn on ads, chatgpt will become materially worse to use = more users churn to .

i do think chatgpt is still the better experience when it comes to personal entertainment / leisure though and i don’t see that changing anytime soon

people are addicted to gpt, they talk to it everyday, they ascribe human names to it - they connect with it, that is a very sticky moat and advertisers will LOVE that.

google for productivity

chatgpt for lifestyle.
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