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OpenAI's nascent advertising business has achieved a significant milestone, surpassing $100 million in annual recurring revenue (ARR) in less than two months. The pilot program reached this figure within just six weeks of its launch in the United States, signaling robust early demand from advertisers. Currently, the ads are being served to free users and ChatGPT Go subscribers across the U.S. market as part of a strategy to diversify revenue streams beyond subscriptions. This rapid growth validates OpenAI’s efforts to prove the commercial viability of AI-integrated search and chat advertising. While the current scale remains small compared to industry leaders, the success of this pilot poses a potential long-term challenge to the advertising dominance of Google and Meta. For investors, this development underscores the monetization potential of generative AI and provides a positive outlook for Microsoft as a major stakeholder.
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