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OpenAI has surpassed $100M in annualized revenue from ChatGPT ads, has expanded to 600+ advertisers, and plans to launch self-serve advertiser access in April

OpenAI has surpassed $100 million in annualized revenue from its ChatGPT ads business, six weeks after the pilot was announced, according to a spokesperson.

The Information Stephanie Palazzolo

Discussion

  • @edzitron.com Ed Zitron on bluesky
    Absolutely pathetic.  $8.3m in max revenue in seven weeks from running ads to an audience of 900m weekly active users, they'll say this is a “small test” but based on the failure of OpenAI's checkout feature I don't think they know how to build anything that actually makes money …
  • @trishlaostwal @trishlaostwal on x
    this is only possible if OpenAI has secured annual commitments. But this is just an ads pilot—make the ARR make sense pls?
  • @antoniogm Antonio García Martínez on x
    I remember those disagreeing with me that this would ever happen. Two OpenAI numbers for you: They burn $10B a year. Their ARPUs are $9 (which is shit). Clear as day if you spit out the AI Kool-Aid for a moment and think about how this is all going to work as a business.
  • @jasonlk @jasonlk on x
    This might just mean they sold $8m in ads Hard to know really
  • @willsims Will Sims on x
    @steph_palazzolo Can we stop calling everything ARR when it's obviously not recurring
  • @steph_palazzolo Stephanie Palazzolo on x
    New: OpenAI has surpassed $100m in ARR from its ads pilot, which launched 6 weeks ago. It's expanded to 600+ advertisers and plans to launch self-serve advertiser access in April. https://www.theinformation.com/ ...
  • @kylegawley Kyle Gawley on x
    you can't generate annual recurring revenue in 6 weeks the clue is in the word “annual”
  • @vraserx @vraserx on x
    Soon OpenAI won't be making hundreds of millions from ads. It'll be making hundreds of billions. This is just the beginning. [image]
  • @jamesoncamp @jamesoncamp on x
    It's quite possible many are underestimating just how big OpenAI ad business will actually be
  • @edzitron Ed Zitron on x
    $100m ARR? $8.3m in revenue in a month max? On 900m weekly active users? Not great. Don't think I've ever seen ads sales framed as ARR either, grim
  • @trace_cohen Trace Cohen on x
    Once they announce who paid for ads, it will generate 10x more attention for them.
  • @steph_palazzolo Stephanie Palazzolo on x
    @willsims in this case it's *annualized revenue, unfort the acronym is the same!
  • @eric_seufert Eric Seufert on x
    What did y'all think Everything is an Ad Network meant? vibes? papers? essays?
  • @gavinpurcell Gavin Purcell on x
    pretty crazy what an absolute crap ton of money this will generate when they get it fully working 100m as a test to 20% of users on free in (i think) america only
  • @therealadamg @therealadamg on x
    @amir @steph_palazzolo big if true :)