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What's the path to monetization for Microsoft for OpenAI/ChatGPT?



Adding it to Bing could be an actual differentiator, which has been announced. MS also has a lot of speech tech, so making a search engine an actual spoken chat could possibly be huge. That's just for Bing.


Yes but MS doesn't have a phone or and phone operating system. They could do deals with Apple like Google does to make it the primary search and or have Apple ask the user which engine they like to use on set up.

There's a video on YouTube with a UK reporter having a 20 minute conversation with ChatGPT ..I wanted to use that but I guess it's a private app created by Open AI.


Bing search is absolutely shoved down the throats of Windows users and Edge users


> Adding it to Bing could be an actual differentiator, which has been announced.

For who? I'm not going to switch off of Google to Bing, are you?

How would they get the word out to Google users to give Bing's new feature a try? Headlines like this? How many users will actually switch their daily search engine from Google to Bing due to this? 100k?


Ryan Reynolds. Just put Ryan Reynolds on Twitter, TV, and a few Facebook ads, and everyone will know. And yes, there are lots of people that could switch if it actually gave you an answer. At least it's significantly new, and a possible successor to text search. No, I would not change, but I read HN, I am not the mass market they are looking for. Oddly enough, the use I find most compelling would be Cortana, or Siri, or Google Assistant. If you could suddenly make them not dumb, then that would be very, very different. I'll bet the most likely place this ends up is Office. They already have an app like Stable Diffusion, I'll bet the voice reading on Outlook for emails will turn into a chat, or some such. Then you can add an actual conversation from there "would you like to schedule a meeting" and so on. "Would you like to add a contact? Ok, would you like to have me check for a business or personal address for them?". Cortana still exists for Office and Windows, IIRC.


Bundle into office and price hike the office bundle. Or don't price hike and attract new customers because competitors lack the deep integration.


Absolutely. For example word provides templates for all sorts of documents and letters. Now they can add "please write the letter about X for me using this document template" feature. Guess how many letters of resignation Chat GPT will write in the future...


Aside from integration in bing and whatnot the article states:

"It is reported that Microsoft’s investment includes a rather peculiar agreement. The organization would receive 75% of OpenAI’s income until it has recovered its initial investment."


I guess I'm not a believer in "Microsoft will make it so the Bing search engine returns a hybrid of ChatGPT answers + scraped web pages and therefore more people will use Bing instead of Google and therefore Bing ad revenue will go up"


The recent announcement of ChatGPT being used in Bing. Also wouldn't surprise me if GitHub Copilot moves to OpenAI, if it isn't already. The return of Clippy?


Copilot is already built on Codex, which was built by OpenAI https://openai.com/blog/openai-codex/


API revenue so far (somebody has to be upstream provider to all the UIs to make AI marketing spam), gives them an advantage over AWS, although I’m sceptical they’ll keep it for long.


It's probably a strategic investment to prevent competitors getting in there instead.


I would pay a monthly subscription for it.


To me the subscription model is the best for consumers but there's probably way more money in monetizing the responses with advertorials.

Me: what's the best camera?

"Don't have opinions but Canon XJ blah blah has blah and blah..

*Advertising why we can't have anything nice....




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