My guess is that the telemetry data they can collect from interacting with claude code is the "secret sauce" behind a lot of the improvements we're seeing with coding models right now. Look at cursors Composer-2 release today. Clicking "accept" during plan mode, committing changes and pushing to a remote repo, etc. is a really strong reward signal.
Can't collect telemetry from applications you don't control.
> Like, I've seen no sign of OpenAI building an ads team or product
You just haven't been paying attention. They hired Fidji Simo to lead applications in may, she led monetization/ads at facebook for a decade and have been staffing up aggressively with pros.
Reading between the lines in interview with wired last week[0], they're about to go all in with ads across the board, not just the free version. Start with free, expand everywhere. The monetization opportunities in chatgpt are going to make what google offers with adwords look quaint, and every CMO/performance marketer is going to go in head first. 2% is tiny IMO.
Google should have to make this disclosure as well. I'd guess >50% of their AdX revenue is from click-trick, fake button, scam ads. Across the board I'd expect Google's ad revenue to be at least 10% from scams, if not more.
Source: a decade of running a website monetized with adx and having to hire people to manually monitor and block scam display ads multiple times a day.
In the niche of Laravel PHP, a dev shop out of Belgium, Spatie, has been doing the opposite with a email marketing platform [1]1.
Flat license fee for source code that I can customize and run in my existing app. Running it at scale and just annually renewing licenses to keep updates and bugfixes coming. It's wonderful.
But that's the only exception to a long list of annual and monthly contracts. One bright spot. Thanks Spatie.
Golf courses use nearly 100x more water per day than datacenters, nearly 2b gallons per day. [1]
Residential lawn water usage is ~9b gallons per day. [0]
0 - https://19january2017snapshot.epa.gov/www3/watersense/docs/f...
1 - https://www.usga.org/content/dam/usga/pdf/Water%20Resource%2...