can you give an example?
January 27, 2026 at 4:36 AM
can you give an example?
yeah I agree with this, originally it seemed almost like a funding pitch
January 27, 2026 at 3:47 AM
yeah I agree with this, originally it seemed almost like a funding pitch
16) so, i think that this is going to be a big part of openai and google's revenue story over the next 5 years and is a market that will have a lot of societal impact
January 27, 2026 at 3:01 AM
16) so, i think that this is going to be a big part of openai and google's revenue story over the next 5 years and is a market that will have a lot of societal impact
15) 4% of us consumer spend is $700b, about 4x the size of the total advertisement market, which might be a way to think about how much more valuable the shopping agents market could be than traditional advertising
January 27, 2026 at 3:01 AM
15) 4% of us consumer spend is $700b, about 4x the size of the total advertisement market, which might be a way to think about how much more valuable the shopping agents market could be than traditional advertising
14) i can see shopping agents changing this though, where openai makes money directly on commissions, like their 4% commission deal for merchants with shopify, since attribution is very easy
January 27, 2026 at 3:01 AM
14) i can see shopping agents changing this though, where openai makes money directly on commissions, like their 4% commission deal for merchants with shopify, since attribution is very easy
13) tiktok was considered test even after they had been operating for a few years and had a substantial user base
January 27, 2026 at 3:01 AM
13) tiktok was considered test even after they had been operating for a few years and had a substantial user base
12) the revenue might take a while to ramp up though, advertisers typically spend 5%-10% of their budgets on test and only commit hard on platforms with strong records
January 27, 2026 at 3:01 AM
12) the revenue might take a while to ramp up though, advertisers typically spend 5%-10% of their budgets on test and only commit hard on platforms with strong records
11) they have recruited a sales team and have initially pitched existing enterprise customers; one issue is that they don't have granular conversion information at this point but i'm sure that they will build this out
January 27, 2026 at 3:01 AM
11) they have recruited a sales team and have initially pitched existing enterprise customers; one issue is that they don't have granular conversion information at this point but i'm sure that they will build this out
10) anyway, open ai has said they want to make $2/user/year by eoy 2026 (but over their 900m world wide wau) and $15/user/year by eoy 2027, which is another way to think about it
January 27, 2026 at 3:01 AM
10) anyway, open ai has said they want to make $2/user/year by eoy 2026 (but over their 900m world wide wau) and $15/user/year by eoy 2027, which is another way to think about it
9) and, i think this i conservative for chat agents because it doesn't take account for being able to better convert control of the purchasing decision into revenue over time
January 27, 2026 at 3:01 AM
9) and, i think this i conservative for chat agents because it doesn't take account for being able to better convert control of the purchasing decision into revenue over time
8) but, if chatgpt is ever able to become a near monopoly, they would be making close to $150bn in advertising revenue, at current advertisement prices
January 27, 2026 at 3:01 AM
8) but, if chatgpt is ever able to become a near monopoly, they would be making close to $150bn in advertising revenue, at current advertisement prices
7) this number might look low to you, meta makes $60bn in us advertising revenue and google also makes $60bn, but chatgpt doesn't have as much penetration as they do yet (70m users vs 210m users)
January 27, 2026 at 3:01 AM
7) this number might look low to you, meta makes $60bn in us advertising revenue and google also makes $60bn, but chatgpt doesn't have as much penetration as they do yet (70m users vs 210m users)
6) on this view, meta makes $240 per year per user in the united states and openai has 70m wau so this would eventually be about $50bn in advertising revenue from the united states alone
January 27, 2026 at 3:01 AM
6) on this view, meta makes $240 per year per user in the united states and openai has 70m wau so this would eventually be about $50bn in advertising revenue from the united states alone
5) openai is charging $60 per 1k impressions, which is about 3x what meta charges, this basically means they think that their ads will substantially better direct spend than meta advertisements
January 27, 2026 at 3:01 AM
5) openai is charging $60 per 1k impressions, which is about 3x what meta charges, this basically means they think that their ads will substantially better direct spend than meta advertisements
4) the recent tactical news is that openai plans to introduce advertisements to chatgpt free and go tiers starting in february
January 27, 2026 at 3:01 AM
4) the recent tactical news is that openai plans to introduce advertisements to chatgpt free and go tiers starting in february
3) so, I think that chatgpt advertisements are going to represent a very large revenue in the near future; just on the basis of the spend that it will influence
January 27, 2026 at 3:01 AM
3) so, I think that chatgpt advertisements are going to represent a very large revenue in the near future; just on the basis of the spend that it will influence
2) this will be driven by shopping agents, checkout in app, and an increasing use by individuals of ai to help them reason through shopping decisions
January 27, 2026 at 3:01 AM
2) this will be driven by shopping agents, checkout in app, and an increasing use by individuals of ai to help them reason through shopping decisions
ah, i did hello fresh but would sometimes end up eating out, causing food to go to waste, and i think not all the meals would land for me, so the impulse driven approach has been good for me
January 26, 2026 at 9:02 PM
ah, i did hello fresh but would sometimes end up eating out, causing food to go to waste, and i think not all the meals would land for me, so the impulse driven approach has been good for me
recently, this was fresh pasta, before that it was smoked duck, another time it was panchetta
January 26, 2026 at 8:57 PM
recently, this was fresh pasta, before that it was smoked duck, another time it was panchetta
i've really enjoyed it; but I don't meal kit prep, i go to the grocery store and find something that looks cool then take a picture of it and ask how to build a meal around it
January 26, 2026 at 8:55 PM
i've really enjoyed it; but I don't meal kit prep, i go to the grocery store and find something that looks cool then take a picture of it and ask how to build a meal around it
I think you wirehead with gemini by asking it what to buy in the grocery store
January 26, 2026 at 8:50 PM
I think you wirehead with gemini by asking it what to buy in the grocery store