OpenAI is set to launch an advertising business on ChatGPT, targeting free and low-cost subscription users while excluding ChatGPT Plus and Business accounts. This initiative aims to reduce usage limits and expand accessibility, with OpenAI ensuring that user data remains private and that ads won’t influence ChatGPT’s responses. With 900 million weekly users as of December 2025, ChatGPT is rapidly becoming a lucrative platform for advertisers. Wall Street analyst Mark Mahaney projected that this ad venture could evolve into a $25 billion revenue stream by 2030, significantly increasing OpenAI’s revenue beyond the $20 billion generated in 2025. Mahaney believes this could challenge Google’s market dominance by offering an engaging alternative for product discovery. However, the success of this advertising strategy hinges on maintaining a positive user experience, as any negative impact could deter users and affect investor confidence. Overall, successful execution could mark a pivotal shift in OpenAI’s growth trajectory.
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