OpenAI is thinking about deploying chatbot ads.
Speaker AShocker.
Speaker AAccording to Axios, OpenAI CFO Sarah Friar told the Financial Times that OpenAI is weighing the inclusion of ads in its products, but wants to be, quote, thoughtful about when and where we implement them.
Speaker AEnd quote.
Speaker AChris this is also the A and M Put yout on the Spot question.
Speaker AUm, they have to say this.
Speaker AA couple of months ago we talked about Amazon embedding ads in its Rufus Gen AI search.
Speaker ABut, but at least that use case was based on product search.
Speaker AWhen you talk about Embedding ads in OpenAI for any variety of search queries, how worried are you about this potentially disrupting the authenticity of results in commerce skewing non commerce conversations?
Speaker BChris oh wow.
Speaker BI'm not really worried about it at all, Ann.
Speaker BI'm not.
Speaker BBecause I mean, I think it already exists.
Speaker BI mean, Google already exists, totally.
Speaker BYou know, everyone's used to it.
Speaker BSo I mean, and the other thing I think about too is like, who doesn't want more ads in their life?
Speaker BLike, honestly, like who doesn't, who doesn't want more ads?
Speaker BBut there's probably a few people.
Speaker BBut, but you know, I think the other thing that's interesting about this is they alluded to in the article the fact that they're also thinking about launching a browser.
Speaker BSo they're clearly going after Google's territory here.
Speaker BAnd so like, since it already makes sense, I don't, yeah, I don't see any, any worries that I have as a user or, you know, a consumer here.
Speaker BBut you know, when I step back from the whole thing.
Speaker BRight.
Speaker BStep back, look at it from a higher level.
Speaker BI like this move because, you know, it should mean free access for consumers that want to use tools like this.
Speaker BThat's the thing about this, you know, it should also mean more deals on the products that I want to buy, like you were talking about in the first headline.
Speaker BAnd the fact that last week we talked about perplexity, charging pro users to shop via their interface means that OpenAI is definitely going to go all in on this.
Speaker BYou called it out in our show last week too.
Speaker BThey're going to go all in on the freemium model specifically, and therefore, of course, they're going to deploy ads.
Speaker BSo, so, so while they're evaluating it to your point, it's a foregone conclusion at the end of the day.
Speaker BAnd if you look at the rise of the other point I'd make here to close is like, if you look at the rise of social media services, even streaming services, now everything eventually appears to be going the way of freemium with ads, or at least lower cost with ads.
Speaker BSo net, net ads, ads and more ads.
Speaker BAnd I want to consume and it's the cheapest, most affordable way for me as a consumer to do it.
Speaker BSo bring it on.
Speaker BThat's what I say.
Speaker BWhat do you think?
Speaker ASo here.
Speaker AAnd maybe I'm missing something.
Speaker ASo listeners.
Speaker AChris, call me out if I am.
Speaker ABut my problem is like, all of These sources that OpenAI is pulling from, they're from content that some of which has been created for profit.
Speaker ALike, they're, they're from, you know, it's from an article in Refinery 29, like a reference with perplexity last week that's rating, like, what are the best content?
Speaker BInherently biased content.
Speaker AExactly.
Speaker ASo I'm like, there's no, there's no unbiased content anywhere, really.
Speaker ALike, I just, I don't think that that's a possibility.
Speaker ASo that word keeps getting thrown in here.
Speaker AAnd I have a problem with that because I, I think they're, they're mistaking, like, where everybody's gathering all this information from.
Speaker ASo.
Speaker BYeah, but I think, but Ann, hold on a sec.
Speaker BBecause I say that's today, right?
Speaker BLike you just talked about in the last, like, now you've got live streaming, you've got influencers playing more of a role.
Speaker BThey're putting all their content.
Speaker BNow, it's probably biased to degree because they're trying to sell you product, but you've got all their reviews and everything living on.
Speaker BSo the sphere is going to be peppered with all kinds of information at the most nanomicro level around product for sure.
Speaker ABut again, like, you're getting anytime you have free, a free newspaper article that you're like, anytime you have free content, it's going to come with some sort of way to pay for that content being produced.
Speaker AAnd there's no way to get the compute required for these chatbots like OpenAI to exist.
Speaker ALike, there's no way to do that without somebody paying for it.
Speaker ANow, I think that the thing that I actually like about this is that I think that the ads are going to get more personalized and more relevant because of this.
Speaker AAnd that's where I think that's the, that's the benefit.
Speaker ASo if I am looking for, if I am asking a question of like, you know, I'm, I'm dealing with this health issue, for example, and then they're starting to serve up things that might be helpful that are relevant to that and that they know can continue to serve me in a way like this is again where if you're giving me information, what am I getting in return for it?
Speaker AAnd I think that that's where these start.
Speaker AThese types of tools, whether it's perplexity or OpenAI are really going to start to lever up on a, from like a Google perspective because they are able to give you richer data that is actually helpful to you when you're getting, you know, when you're giving them some information.
Speaker ASo to me I think this is, this is a no brainer.
Speaker AIt makes total sense to me.
Speaker AI think there's a little bit too much concern right now about unbiased information.
Speaker AI think people need to dig a little bit deeper on that.
Speaker BSo, so basically Net net, you're saying like Google's already a biased way that we all approach this now and so this is really no different.
Speaker BRight?
Speaker AGoogle, OpenAI.
Speaker AClaude, like everybody's getting biased information already so it's not going to influence the, I mean if you're not looking at anything you read online with a, with a grain, if you're not taking that with a grain of salt or you're, you're using a discerning eye to decide whether or not that's the source that you're going to use for your information, like.
Speaker ARight, we all do that.
Speaker AYou should do that with these tools as well.
Speaker BRight?
Speaker BYeah.
Speaker BWe go on a tangential diatribe here of all the Black Friday deals you got to buy at every local news source you read on whatever app you read on your phone too.
Speaker BBut we won't and we'll spare our loyal listeners that because that's not interesting.