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Seva Ustinov
@sevaustinov
Everyone's watching OpenAI for AGI. Meanwhile they shipped pixel tracking, a Conversions API, and advertiser tools.
ChatGPT isn't just an AI product anymore. It's becoming a performance channel. The business model to watch isn't subscriptions — it's ad revenue.
Competitive inversion: the thing to watch about OpenAI is not the model releases but the business model shift. Pixel + CAPI + advertiser tools is ad platform infrastructure. Grounded in Seva's 21-year experience with how new marketing channels emerge (Matt Laker podcast: every wave, old guys miss out, new guys build).
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