OpenAI's ad business hits $1B run rate, and Anthropic is already trolling
The ChatGPT ad push that drew a Super Bowl jab from rival Anthropic is now a billion-dollar business. Here is what it means for the AI ad race.
OpenAI's advertising business has reached a $1 billion annualized revenue run rate, just months after the company began serving ads in ChatGPT. The milestone signals that AI platforms are becoming serious ad channels, and it raises the stakes for rivals like Anthropic and for brands deciding where to spend.
OpenAI's advertising business has hit a $1 billion annualized revenue run rate, according to CNBC, a milestone that lands just months after the company began serving ads inside ChatGPT. The number is striking not only for its speed, but for the context: OpenAI's move into ads earlier this year drew public ridicule from its chief rival, Anthropic, which aired a Super Bowl commercial mocking the idea. Now that the ad business is generating revenue at a billion-dollar annual pace, the joke may be wearing thin, and the strategic picture for the entire AI industry is shifting.
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