Meta and Google may be capturing more financial upside from AI than the AI labs themselves. Commentary highlighted by Patrick OShaughnessy says incremental profit from AI-powered ads now exceeds the direct revenue of firms such as OpenAI and Anthropic.
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Meta and Google may be capturing more financial upside from AI than the AI labs themselves. Commentary highlighted by Patrick OShaughnessy says incremental profit from AI-powered ads now exceeds the direct revenue of firms such as OpenAI and Anthropic.
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