ads

4 statements across 3 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement Oct 10, 2025 by Dave Morin · across every show →

Everything said about ads, oldest first

Oct 10, 2025 bearish

Opinion

Dave Morin: Advertising in chatbots is the only hope for AI monetization

“It's really the only hope, actually. Ads, ads in the chatbots is like the only hope.”

Dave Morin Oct 10, 2025 ▶ 39:44 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast

Oct 10, 2025 positive

Insight

Lessin: Advertising and Commerce Are the Same Business, but Ads Pay More

“Ads and commerce is the same business. Ads is a more profitable version of it.”

Sam Lessin Oct 10, 2025 ▶ 39:53 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast

Nov 28, 2025 bearish

Prediction Not checkable as stated

Lessin: AI won't end the attention economy, just create far better ads

“I think we're just gonna make way better ads.”

Sam Lessin Nov 28, 2025 ▶ 47:03 OpenAI vs Google vs Meta: Business Model War · More or Less Podcast

Dec 5, 2025 negative

Assertion Partly supported

Jessica Lessin asserts that OpenAI is definitely not pausing its advertising

“Guys, they're so not pausing ads.”

Jessica Lessin Dec 5, 2025 ▶ 35:44 Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish) · More or Less Podcast

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Everything said about ads, oldest first

Turn any episode into a week of clips.