The odd thing about this situation is I think OAI has a disincentive to work on ad-like monetization. As long as users gator they seem to have ample equity backers. They can lose more money longer than the deep pocketed incumbent. Why clutter the UI w ads prematurely? 1/2

Meanwhile if $GOOG search revs decline investors view it as under threat. And if Goog puts ads in AI results the user experience at OAI is relatively better (without them). Sticky wicket as they say. Private investors tolerate more risk than public. Now in size.