The Ledger
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Nadella: Microsoft Committed $13.5B to OpenAI Before ChatGPT Became a Hit
“I mean, if you look back, you asked how we put the billion, and the reality is we put the ten billion. Or the 13 and a half was fully committed before it became a thing, right? And remember that was all done before ChatGPT became a thing.”
Coogan: SemiAnalysis clocks ChatGPT at 71% of AI query share
“So semi-analysis, clocks, chat GPTs, share of queries, it's 71%. Meta is in second at 12%, and that's with billions of users on meta products, and so OpenAI is certainly running away with consumer.”
Hays: ChatGPT ads will target interest graphs, not conversation content
“From what I understand, it won't be related to the content because people are going to be annoyed at that. I would expect it in the future. It is. But in the meantime, I think it'll effectively be display ads based on your interest graph, right? What they know…”