ChatGPT's Commercial Potential Explored by a16z Partner

According to Odaily, Andrew Chen, a general partner at a16z, discussed the commercial potential of ChatGPT on the X platform. Chen highlighted that OpenAI's ChatGPT has garnered over 200 million weekly users in just a few years. He questioned whether anyone has analyzed the average number of searches per user and the revenue per display, and how ChatGPT might perform if it adopted an advertising monetization model similar to Google's. Chen believes that if ChatGPT were free to use, its monthly active users could significantly increase. He suggested that large language model (LLM) products like ChatGPT could be seen as disruptors to the search business and might achieve considerable monetization capabilities. A key point of consideration is whether LLMs will increase the overall search volume or merely capture market share from existing search engines like Google.