The Information

OpenAI Seeks Premium Prices in Early Ads Push

OpenAI Seeks Premium Prices in Early Ads Push

In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL, and well above what rivals such as Meta Platforms’ social media apps charge. But unlike Meta or Google, OpenAI won’t be providing detailed information about the query responses accompanying their ads or whether ads prompted ChatGPT users to take an action, like buying something or looking up a website. OpenAI could introduce that data over time, but it will need to incorporate...

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OpenAI’s Chaos Energy

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Exclusive: Google Acquires 3D Image Generator Startup

Google has acquired Common Sense Machines, a Cambridge, Mass.,-based startup developing generative artificial intelligence models to create three-dimensional content from two-dimensional images.

Geothermal Power Startup Fervo Files for Public Offering

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I Let AI Analyze My Davos Reporting Trip. Here’s What It Missed

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Jessica E. Lessin

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Anita Ramaswamy

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Community Commentary

Deal DirectorInfraplay.ai

on… Google’s Gemini Sees Developer Requests More Than Double in Five Months

Regarding the margins, it's also clearly their strategy to undercut OpenAI and Anthropic and apply margin compression towards their businesses in a way that they can't afford.

Google has been quite aggressive with this strategy and it's both hurt the field (limiting the ability of those companies to scale their business relevant to the value created), as well as forced them to optimize and outcompete on efficiency and product outcomes.

Martin solerPartnerSoler & Associates

on… OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch

Cost per view model to start with is an odd choice. Safe for them. I understand the reasoning. But not so reassuring for advertisers who have been so accustomed to paying for clicks. Curious where this goes. There's a huge potential of knowing intent and context.

Shilpa Reddy

on… New Details on OpenAI’s Strawberry; Apple’s Siri Makeover; Larry Ellison Doubles Down on Data Centers

Who can afford $100B over 4 or 5 years for data center? Very few are capable. The list is incredibly short. Maybe: 1. Microsoft/OpenAI 2. Google 3. Amazon 4. Apple 5. Meta 6. Maybe Elon (it is possible that there are enough crazy people to put money on Elon) Anyone else? I am increasingly doubtful if more than 3 or 4 will bother to invest at this level for training. In 3 or 4 years, there may be no one willing to invest at this level for training.