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HSBC, the firm who did the analysis in the article, took into account projected revenues matching user numbers of 44% of the world's non-Chinese population.




With zero market share for Google.

Living in AImaginationland must be nice. C’mon kids, let’s all sing the AImagination song: AImagination, AImagination, AIiiimagination, …


44% for OpenAI wouldn't mean 0% for Google, but considering that even Apple only has about 30% of the global smartphone marketshare, OpenAI getting there seems unlikely.

i don't know if it's where you got it, but that made my head go straight to Ocean from Wonder Showzen.

Calling a 2% penetration 'taking into account' is pushing it. I don't think a serious push into advertising would be that low.

It would be plausible but very optimistic projection if there was no competition that is currently crushing OpenAI

Oh, I agree it's implausible. But GP said

> People crying about the revenue gap constantly forget that OpenAI still hasn't turned on the ads, porn, and gambling

But quite the opposite, HSBC assumed that they will have a virtual global monopoly on AI, and even under those projections they will still need to take on hundreds of billions of debt. I'm sure if they get there getting access to that debt will be easier than I'm assuming currently.


Do you believe so ? (like real question, not sarcastic here)

I think that a company with a global monopoly on a thinking machine that replaces wide swaths of current internet business categories, whose user base makes up most of the world outside of the GFW, would be very valuable on the public market and would probably have access to as much debt as they want, even if it had negative consequences for the world economy. Even the 2nd or 3rd place company in that race will be quite profitable. It's not impossible, just implausible.



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