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192 points liurenju | 4 comments | 03 Sep 25 18:38 UTC | HN request time: 0.009s | source
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CyberMacGyver ◴[03 Sep 25 20:45 UTC] No.45120228[source]▶
At this rate it’s better to start a company and get aquihired vs applying and getting hired.

Seems like OpenAI speed ran through the Facebook phase and are out of ideas

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kridsdale3 ◴[03 Sep 25 21:00 UTC] No.45120368[source]▶
Au contraire, based on their recent hires, they're just beginning their Facebook phase. Expect to see a lot of ads 2 years from now, and expect to see a LOT of money being made by the company a year after that.

If they can maintain runway until then.

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dfsegoat ◴[03 Sep 25 21:10 UTC] No.45120439[source]▶
> Expect to see a lot of ads 2 years from now

I think I am just slow today - but could you please elaborate?

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bobbiechen ◴[03 Sep 25 21:30 UTC] No.45120622[source]▶
I wrote about this idea here: https://digitalseams.com/blog/the-ai-lifestyle-subsidy-is-go...

Quick summary, I believe consumer AI experiences will feature ads because the profit opportunity is too large and company valuations depend on it. The hiring of Fidji Simo (ads at Facebook) at OpenAI + and just this week, Vijaye Raji/Statsig also point that way.

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1. bobbiechen ◴[03 Sep 25 21:47 UTC] No.45120742{3}[source]▶
(me again) and Drew Breunig just posted about the tensions of actually getting those ads in: https://www.dbreunig.com/2025/09/02/considering-ad-models-fo...
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2. ankit219 ◴[03 Sep 25 23:27 UTC] No.45121498[source]▶
I like the thesis, (and probably not a fully informed opinion here), it's easier for openai like router to go the affiliate model than ads model. Router can determine how much a query is worth (eg: help plan a vacation is worth $50 vs say what is the capital of Australia as $0). This further informs how much compute to use, and this can lead to how much they get on affiliate fees if a link is clicked. Ads here are counter to the proposition in the sense that results are to be trusted. Then, despite everything, while contextual ads are good, personalized ads are still going to be more effective (gut feel). To get there, openai needs the kind of infra Facebook and Google has. They can get the same value (perhaps more) from affiliate links - especially in a world where they are kind of gateway to the discovery - and don't have to do as much work on the infra side. This also aligns incentives for all three - companies, consumers, and middlemen, in a way it only happened with Google before this.
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3. dbreunig ◴[03 Sep 25 23:33 UTC] No.45121554[source]▶
Yeah, I agree. Almost mentioned in the post how I imagine an ad PM at OpenAI is jealous of an ad PM at Perplexity.
4. BobaFloutist ◴[04 Sep 25 00:59 UTC] No.45122220[source]▶
Affiliate links are literally ads