Vollset predicts Anthropic will inevitably add advertisements to Claude
Einar Vollset · Episode 823 | Hot Take Tuesday: Is A.I. Killing B2B SaaS?, ChatGP... · Mar 10, 2026 · at 29:14
Einar Vollset, partner at Discretion Capital and co-founder of TinySeed, discusses OpenAI adding ads to ChatGPT and Anthropic's Super Bowl ad criticizing AI monetization models.
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“Not only are they going to do it, but so is Claude. I guarantee it. You know, they might figure out something clever and do the thing, but like, there's no, there's just not a universe unless Claude get bought by Apple or something. That, that Claude aren't gonna have to do advertising if they're gonna keep, if they're gonna be a public company and grow, and that's their plan.”
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