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The potential payoff of AI-improved ads for Google and Meta
Ben Thompson argues that Google and Meta may make more from AI-driven ad gains than AI labs do from selling their models.
TLDR
Ben Thompson argues that Google and Meta may be making more money by using AI to improve ads than labs such as Anthropic and OpenAI make from selling AI. He says their ad marketplaces let them test AI-created images and text, and that even a few percentage points of improvement could bring billions of dollars in returns.
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