5 points | by xnx 10 hours ago
1 comments
The 900M users is the big number but ads doing $77B a quarter is what actually matters. Google can run Gemini at a loss for years and barely feel it, while OpenAI and Anthropic have to make their money on the product itself.
The 900M users is the big number but ads doing $77B a quarter is what actually matters. Google can run Gemini at a loss for years and barely feel it, while OpenAI and Anthropic have to make their money on the product itself.