
"Ads are coming to ChatGPT. And the reason I took the over on 12 months is not that I didn't think they were going to do it, just how quickly would they do it?... while it's thinking, it's showing you the ads."
Discussion centers on OpenAI’s pursuit of ad monetization as part of its free user model. The conversation highlights clues such as the hiring of an ad chief, the launch of new ad-friendly features like interstitials during wait times for responses, and product enhancements that incorporate advertisements. This commentary suggests that if OpenAI can monetize its massive user base with even modest ad revenue per user, it could unlock significant long-term value.
Is there an AI coding bubble? Plus Meta’s new SlopTok product, Neon’s divisive app shuts down, and more | E2184
September 27, 2025
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