Скачать или смотреть The Great Collision: Why OpenAI Turned on Ads & The End of the Hype Phase

OpenAI switching on advertising inside ChatGPT wasn't a celebration—it was a signal that the industry’s internal stress is finally visible from the outside. In this episode of Ai Verdict, we trace the massive shift occurring in Artificial Intelligence: the transition from a software revolution to a physical, regulated, and brutally expensive industrial reality.
We break down why OpenAI burned through roughly $9 billion last year and why the "free" model is colliding with the reality of fixed data center costs. We analyze the philosophical split between OpenAI and Google DeepMind regarding trust and monetization, and uncover how DeepMind is quietly hiring economists to prepare for the post-AGI world.
But the story goes deeper than money. We explore the "Physical Wall" discussed at Davos—where AI is no longer limited by code, but by electricity, land, and cooling. From Amazon investing in nuclear power to Nvidia’s chips becoming national security assets, AI is becoming infrastructure.
Finally, we look at the next frontier: the move from screens to "persistent presence" with Jony Ive’s upcoming device, and the radical internal frontier of Brain-Computer Interfaces (BCI) via Merge Labs. The AI bubble didn't burst; it just hit the wall of reality.
Timestamps: 0:00 - The Quiet Shift: Why OpenAI turned on ads (The $9B burn rate) 2:15 - The Trust Divide: DeepMind vs. OpenAI & the danger of monetizing "thoughts" 4:30 - AGI Economics: Why DeepMind is hiring economists for 2030 6:45 - The Physical Wall: Electricity, Nuclear Power, and the Grid 8:50 - The Control Layer: Why Salesforce & Workday might win the enterprise war 10:20 - Geopolitics & Consolidation: Chips as National Security 12:10 - Hardware Ambitions: Jony Ive, Wearables, and "Persistent Presence" 14:00 - The Inner Frontier: Sam Altman, Merge Labs, and BCIs 16:30 - The Verdict: Why "Economic Endurance" now matters more than speed
Key Insights Covered:
• The Financial Reality: OpenAI is locked into inflexible, long-term power and compute contracts, forcing them to monetize free users via ads as the gap between usage and revenue widens.
• DeepMind’s Strategy: While OpenAI chases revenue, DeepMind co-founder Shane Legg is planning for "Post-AGI Economics," signaling that top labs believe AGI could arrive by 2030.
• Infrastructure as Destiny: Jensen Huang now describes AI as the "largest infrastructure buildout in human history," which invites regulation, oversight, and a new competition for scarce energy resources.
• The Enterprise Moat: Incumbents like Workday and Salesforce are positioning themselves as the "governance layer," proving that intelligence without compliance and audit trails is useless to corporations.
• Consolidation: The industry is consolidating as Big Tech acquires startups (like Google’s deal with Character.ai and Hume AI) because small players cannot survive the massive infrastructure costs.
• Human Integration: The future isn't just chatbots; it is "contextual perception" through wearables and non-invasive brain-computer interfaces intended to merge human cognition with AI.
Sources: Research and analysis based on the current state of the AI industry, including moves by OpenAI, Google DeepMind, Anthropic, and insights from the World Economic Forum.
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