Overview
- The initial test will roll out in the coming weeks to logged‑in adult users on ChatGPT’s free and $8 Go tiers in the U.S., with sponsored content placed below responses; Plus, Pro, Business, and Enterprise remain ad‑free.
- OpenAI’s ad principles promise clearly labeled placements that do not influence answers, no sharing of conversations with advertisers, controls to dismiss ads or turn off personalization, and exclusions for under‑18s and sensitive topics such as health or politics.
- CFO Sarah Friar reported an annualized revenue run rate above $20 billion for 2025 as computing capacity rose to about 1.9 gigawatts, with daily and weekly active users at record highs.
- Evercore ISI’s Mark Mahaney estimates OpenAI could generate roughly $25 billion in annual ad revenue by 2030 if execution succeeds, potentially drawing some commercial queries from Google.
- Coverage highlights tension between the ad plans and OpenAI’s privacy policy language, raising questions about how relevance will work without using conversation content for targeting.