Comment by mgh95
Yeah but the problem then becomes you are in a knife fight with google. Welcome to margin compression on already thin margins and high capex. Its not a like they buy commodity hardware that is cheap, or have the depth of talent like Google to do ASICs + DC management.
Once OpenAI turns to ads, I think it's an indicator they are out of ideas.
You could have said this about Meta 15 years ago, and now they're a ~$2 trillion dollar company!