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OpenAI is starting to seriously monetize the advertising business.
The ChatGPT advertising pilot has only been running for 6 weeks, and ARR has already reached over $100M, with more than 600 advertisers.
Currently, only US Free / Go users are seeing it, and self-serve advertising will be open in April.
This is no longer just about "how AI products make money."
It’s a message to everyone:
AI access points = the next generation of traffic gateways.
Whoever controls the access points controls distribution, data, and monetization.
The search era was dominated by Google.
In the conversation era, a new advertising giant has already begun to emerge.