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OpenAI Targets $25 Billion Advertising Market
7.1
OpenAI is testing ads in ChatGPT's free and $8-a-month Go tier, and Evercore ISI analyst Mark Mahaney projects the business could reach $25 billion by 2030. Advertising experts told Business Insider OpenAI must build measurement tools, conversion APIs, and expanded inventory across products like Sora and agents to deliver measurable outcomes while preserving user trust. Execution will determine whether contextual placements scale into a performance ad business.
Key Points
- 1Projects $25 billion ad revenue by 2030 from ChatGPT ads, per Evercore analyst
- 2Needs measurement, conversion APIs, and expanded inventory to prove ad effectiveness to advertisers
- 3Must protect user trust with labeled, separate ads and privacy safeguards to retain engagement
Scoring Rationale
Industry-impactful estimate and expert consensus, but reliant on analyst projections and requires execution to materialize.
Sources
Public references used for this report.
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