Jessica Lessin and others discuss reporting that OpenAI hit $100M annualized revenue from ChatGPT ads, while Eric Seufert argues it’s mostly novelty demand and questions where ad demand settles as optimization improves.
What do you make of $100 million in OpenAI ARR from ads
OpenAI has surpassed $100M in annualized revenue from ChatGPT ads, has expanded to 600+ advertisers
OpenAI’s $100MM advertising run rate is almost entirely a function of “novelty demand”
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