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MIXEDIn depth · 4/5

The thesis argued that OpenAI's advertising business is not just an experiment but an existential necessity for its consumer segment, requiring it to reach tens of billions in revenue to justify its valuation.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
The thesis argued that OpenAI's advertising business is not just an experiment but an existential necessity for its consumer segment, requiring it to reach tens of billions in revenue to justify its valuation. · Zortix