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THE DAILY INDEX

Technology, AI, software, security, crypto and business

HEADLINES & LAUNCHES

TLDR AI

MONETIZING AI SURFACES: ADS IN THE AGE OF AI

OpenAI is planning to take two approaches to monetizing its free tier: classic intent-based ad formats and affiliate fees on native checkout. Long term, the Ads opportunity for the company is massive and could even be a Google, Meta, or TikTok scale opportunity. A shift to advertising to agents could change the fundamental nature of what ads look like. The winning ads will probably work less to persuade humans and look more like offers that make the user better off.

SOFTBANK IN TALKS TO INVEST UP TO $30 BILLION MORE IN OPENAI

SoftBank is in talks to invest up to $30 billion more into OpenAI. OpenAI is seeking up to $100 billion in new capital in a round that could value it as much as $830 billion. It needs substantial funding to continue developing its AI models, pay for its vast computing needs, and retain top researchers in an increasingly competitive market. The company is aiming to raise capital from Middle Eastern sovereign-wealth funds and other venture capital funds.

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