ChatGPT Ads expands to 26 new countries with over 100,000 advertisers on platform
“From local businesses to global brands, more advertisers can now reach people as they explore, compare and decide what to buy in ChatGPT.”
monetization
9 tracked signals on monetization.
OpenAI built an LLM-powered ad stack for ChatGPT that separates ads from answers
OpenAI launches visual ad format in ChatGPT with expanded advertiser measurement tools
ChatGPT Ads hits $1B annualized revenue run rate and expands globally
OpenAI is testing ads in ChatGPT to fund free user access
AI is now valuable because it does paid, useful work, making it the fastest-growing software business ever.
“We love people who are know-it-alls, but we don't pay them for it. We pay for people who do work.”
AI companies are unknowingly building bank-like financial infrastructure through usage-based consumption models
“literally every AI company right now happens to be building a bank”
Only 4.5% of US consumers pay for AI, but top 1% spend $903/month as market matures
“The wealthiest 1% of users spend $903 per month on AI using their personal credit cards”
AppLovin's ML-driven ad platform inside mobile games powers a ~$50B gaming ad market growing 60% year-over-year.
“there's probably about $50 billion of advertising being spent every single year in this mobile gaming ecosystem”