Advertising - Short Fuse

What this episode covers

OpenAI is finally bringing ads to ChatGPT. In this episode, Duncan and Ollie decide if they are Long or Short on this strategy.The cost of computing power is massive. We discuss whether advertising is the necessary answer for OpenAI or if it fundamentally breaks the utility of the product. The discussion covers the incentives behind the move, the likely impact on user behaviour, and what this signals for the wider industry.We debate if this is a smart commercial play or a sign of trouble.In this episode:Are we Long or Short on ChatGPT ads?The trade-off between user experience and revenue.First principles: Why ad-supported AI might look different than search.Subscribe to Short Fuse for more analysis on tech, culture, and where we are placing our bets. Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of Short Fuse?

This episode is 39 minutes long.

When was this Short Fuse episode published?

This episode was published on January 26, 2026.

What is this episode about?

OpenAI is finally bringing ads to ChatGPT. In this episode, Duncan and Ollie decide if they are Long or Short on this strategy.The cost of computing power is massive. We discuss whether advertising is the necessary answer for OpenAI or if it...

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