Overview
- Reports say OpenAI has begun internal discussions on ad formats that could appear inside or alongside ChatGPT responses, with no public testing underway.
- Sam Altman said on the Big Technology podcast that the primary contest in the AI era will likely pit OpenAI against Google for advertising revenue.
- Altman argued Google’s ad business gives it strong defenses and said the company might have crushed OpenAI had it moved aggressively in 2023.
- Fast Company reports OpenAI remains unprofitable with about 800 million weekly users and roughly 35 million subscribers, alongside cited plans to spend around $115 billion on infrastructure by 2029.
- Coverage indicates ads are under consideration despite Altman’s trust concerns, while Google retains unmatched targeting data and specialized databases that appeal to advertisers.