Patrick OShaughnessy: Meta and Google gain more from AI-powered ads than AI labs

Patrick OShaughnessy: Meta and Google gain more from AI-powered ads than AI labs
Meta, Google out-earn AI labs on ads

Patrick OShaughnessy highlights commentary from Ben Thompson suggesting that Meta and Google are generating greater financial gains from leveraging artificial intelligence to enhance their advertising businesses than AI lab companies like Anthropic or OpenAI are earning from selling their technologies.

According to the remarks, the incremental profits from Google and Meta’s AI-driven ad improvements now exceed the direct revenues of leading AI labs.

OShaughnessy has recently covered how Rogo automates investment management for major financial institutions using AI in a previous article. He also reported on Instinct reaching more than $1 billion in annual transaction volume while maintaining rapid daily growth and avoiding marketing spend, as detailed here. These developments show his ongoing focus on the practical financial impact of AI and technology-driven business models.

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