OpenAI and Anthropic Are Fighting — But Google Already Won the Ad War
Автор: Minato Exe
Загружено: 2026-02-12
Просмотров: 17
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⚠️ DISCLAIMER: This is just me sharing what I've learned while researching this topic. Not financial or investment advice. Always do your own research.
Super Bowl LX: For the first time ever, two AI companies went to war on national television. OpenAI vs Anthropic. Combined spend? Over $40 million.
But this isn't a branding beef. Follow the money and you'll see it's a structural fight about the future of AI.
In this video, I break down:
→ Why OpenAI has no choice but to run ads (760M free users = $22B potential)
→ The circular revenue problem nobody's talking about
→ Why Anthropic says "no ads" — it's arithmetic, not idealism
→ The YouTube vs Netflix model split forming in AI
→ Why Google is the real winner nobody mentions ($82B in Q4 alone)
→ The trillion-dollar question: Are you the user or the product?
This isn't about whether ads are good or bad. It's about which business model becomes the default way humans interact with AI.
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#OpenAI #Anthropic #ChatGPT #Claude #AIAds #SuperBowl #AIBusiness #TechStrategy #GoogleAI #AIRevenue #BusinessModel #TechNews #SamAltman #AICompetition #DigitalAds #AIMonetization #StartupStrategy #VentureCapital #TechAnalysis #AIFuture
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