高盛：互联网 -分析人工智能对行业利润池的影响（第一部分：广告案例研究）

24 June 2025 | 4:18PM EDT Americas Technology: Internet Analyzing the Impact of AI on Industry Profit Pools – Part I (Advertising Case Study) Introducing Our "AI Profit Pools" Series Since the launch of ChatGPT as a product in November of 2022, the primary debate among tech investors has been the scaling and performance of large language models and the competition that would ensue as infrastructure translated into changed computing behaviors. This debate (as most technology shifts have) manifested itself fi ...