I thought we were talking about search or social media companies failing to capitalize on advertising which I haven't seen. OpenAI is much closer to Google than it is to Office.

I could see that argument, but the economics of the two are so different. I just don't see how using an LLM can be sustainable for search, but could see it as an enterprise model.

What do you mean not sustainable for search? OpenAI is eating Google's lunch forcing them to put in LLMs on Google. I personally don't use traditional search anymore, it's all through LLMs. Meanwhile everyone hates Microsoft Office LLMs.