Short answer: Jordan Metzner says it keeps Anthropic focused on enterprise customers and makes him want to invest more time there. Sagi Waitzman says ads turn him off OpenAI; Sam Nadler points to OpenAI's higher burn.
Watch this answer from Episode 28 (starts at 14:54) · Episode 28 notes and transcript
From Episode 28: Why You Can't Pen Test an Airplane — AI Cybersecurity for Aviation, starting at 14:54.
Sam Nadler [14:54]: Yeah. Let's kick it off. So, I think this popped up in conversations over the past twenty four hours, but Google and Anthropic reject ads in their AI chatbot platforms unlike what OpenAI seems to be doing. At a high level, Google has tons of cash. Anthropic from a, like, maybe company stage perspective is probably more similar to OpenAI than it is Google, yet it's also rejecting the concept of ads. What's what do you think about, the use of ads in our day to day drivers of these chatbot platforms.
Jordan Metzner [15:34]: Yeah. I mean, ads has been a popular way for the Internet to grow, and that's what Google's done and Facebook's done. OpenAI is exploring it. I mean, Amazon also has a giant ads business. I also think that it just kind of puts more focus on Anthropic on just providing high quality enterprise solutions and not being distracted by advertising. So honestly, the thing for me that it did is solidify that, if I'm gonna invest my company's time on a platform, I wanna spend more time with Anthropic since they feel like, looks like the company has more allegiance to enterprise customers paying for their services rather than, OpenAI, which could be, basically being like a large open marketplace. I don't know. What about you, Sagi? What do you think?
Sagi Waitzman [16:15]: So I think all the companies already sell our data, but, like, doing it openly with ads, like, you it's making me run away from them because we're already afraid from all the data our data that's out there. Like, come on. Google sell our data, maybe not in the chat, but in other systems. But putting it in the chat when you want relevant information, So it's like it's turned me off from OpenAI, and they're good replacement. So I think that it's a way just to it's not a good way where are they going now.
Sam Nadler [16:54]: So I think it signals maybe the different p and l realities of each country of each company. Sorry. OpenAI, obviously, has raised a ton of cash, but they're also burning a ton of cash. Anthropic has raised a considerable amount of money, but I think they're burned significantly less. And Google is just sitting on a ton of cash. So I think their the their OpenAI's need to reduce burn and generate other streams of revenue is just in a different position today than both Anthropic and Google.
