The numbers in the article are huge. It really shows how expensive this stage of AI development has become. I’m curious how long companies can keep operating at that level of burn.

  The team also assumes LLM companies will capture 2 per cent of the digital advertising market in revenue, from slightly more than zero currently.

This seems quite low. Meta has 3.5 billion users. ChatGPT is at 1 billion so far. By 2030, let's just stay ChatGPT reaches 2 billion years or 57% of Meta's current users.

I'd like to think that OpenAI's digital ad revenue should reach 10% by 2030 an then accelerate from there. In my opinion, the data that ChatGPT has on a user is better than the inferred user data from Instagram/FB usage. I think ChatGPT can build a better advertisement profile of each user than Meta can which can lead to better ad targeting.

This doesn't account for OpenAI's other ambitions such as Sora app.

Hey Sam Altman or OpenAI employee, if you are reading this, I think you should buy the North American version of TikTok. The future of short videos will be AI generated. Combine Tiktok's audience with your Sora tools and ChatGPT data and you got yourself a true Instagram competitor immediately.