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Vishu Bheda

 • 

Medial • 1d

𝗛𝗼𝘁 𝘁𝗮𝗸𝗲: 𝐎𝐩𝐞𝐧𝐀𝐈 𝐰𝐢𝐥𝐥 𝐞𝐯𝐞𝐧𝐭𝐮𝐚𝐥𝐥𝐲 𝐚𝐝𝐝 𝐚𝐝𝐬 𝐭𝐨 𝐂𝐡𝐚𝐭𝐆𝐏𝐓. Why? Because ChatGPT is a consumer product, not B2B software. Most of its ~1B users won’t pay — ever. And subscriptions alone won’t scale 𝗔𝗥𝗣𝗨 (average revenue per user). 𝗕𝗶𝗴 𝘁𝗲𝗰𝗵 𝗵𝗮𝘀 𝗳𝗮𝗰𝗲𝗱 𝘁𝗵𝗶𝘀 𝗯𝗲𝗳𝗼𝗿𝗲: Google was free → added ads → now $300B+ in ad revenue. Meta (Facebook, Insta) is free → runs on ads → $130B+ in yearly ad revenue. YouTube introduced Premium, but ads still dominate revenue. OpenAI isn’t immune. It’ll follow the same path — monetize attention. Not today. But it’s coming.

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