Gerstner notes Perplexity reversed position on advertising despite previously opposing it, signaling business model shift.
“Perplexity came out and said that they were, you know, considering advertising and they there were statements in their previous releases that were very negative on advertising.”
Gerstner confirms data clouds pay revenue share to open AI models, though amount is unknown.
“I can definitely confirm that the data clouds are paying a revenue share to the open models. I don't know what the revenue share is, but there will be some compensation.”
Gerstner reveals OpenAI has only 35% retention at twelve months, questioning the durability of its business model.
“But at twelve months, the retention even in OpenAI is like 35%. So I doubt that anyone that is looking at that even at 2,000,000,000 feels great about that as a durable business model.”
An unnamed company appears to be positioning itself more as infrastructure than its previous business model.
“It looks like it’s being resolved in favor of being more of an infrastructure company,”