A glimpse of Open AI’s advertising model……understand as it will impact everything….META, AMZN, SHOP…..Quick basics on a much bigger story.

Bottom Line Top: At 2am UK time today…SemiAnalysis (top notch paid for content on the Semi and AI stack….predominantly hardware focused….required reading)….dropped a post about how OpenAI is looking to monetise all those GPT MAU eyeballs. It is…to be frank a little out of character as they normally produce super detailed core hardware reports that...