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May 20, 2025 at 03:46 AM
*OpenAI’s Ad Ambition: $20 Billion Revenue in Sight*
With 100 million+ users and growing consumer traction, OpenAI is preparing for a new phase: *advertising* .
The recent hire of Fidji Simo, ex-Instacart CEO and Meta ad veteran, signals that OpenAI may soon monetize through ads, following a playbook that scaled Google and Facebook. Even at just one-tenth of Meta’s ARPU, OpenAI could generate $20 billion+ annually from ads to fund infrastructure, keep ChatGPT free for casual users, and widen its moat.
*Key takeaway*
OpenAI isn’t just building a chatbot; it’s building a habit, and ads might be the key to making that habit profitable at scale.

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