> better business model than whatever anthropic is doing.

going after business is a more secure long term recurring revenue source. Its boring but it works. It just doesnt justify trillions of dollars in investment

> ads is the only acceptable way to pay for content by majority.

Lmao look at the revenue per user of any ad platform, now look at the stock price of AI companies.

If you think that they can only rely on ads you should short them with every cent you have. Because they are worth 1/100 of their current valuation.

And I dont even disagree with you, but ads in LLMs are a nail in the coffin to the "replace 16% of the entire US workforce" which is their current valuation.

Another ad delivery platform will make them as valuable as facebook, not as valuable as 1/6 of the world economy