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A comment on OpenAI's Ad Business Is on Pace to Miss Its Own Forecast by 90%, Analyst Says. Parent comment

Re:OpenAI's Ad Business Is on Pace to Miss Its Own Forecast ... by wonnage on Tuesday July 14, 2026 @04:31AM (#48903755)
WhatsApp and Messenger have billions of users but don’t make much ad revenue. I’m sure there exists a way to show ads in ChatGPT that will be figured out eventually but so far nobody’s figured out how to monetize chat as a medium

Also it’s basically free for Google to show you a sponsored result but embedding one in a ChatGPT response actually costs money (assuming they’re part of the generated response).

Lastly I will bet you one Stargate datacenter that Meta has thought about LLM-based advertising, and if there’s any low hanging fruit there it’s already been tried

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Re:OpenAI's Ad Business Is on Pace to Miss Its Own Forecast ... by fragmede on Tuesday July 14, 2026 @07:04AM (#48904893)
> WhatsApp and Messenger have billions of users but don’t make much ad revenue.

Not directly, but I bet that connection graph is worth millions. Same with the Giphy keyboard purchase. There's a whole unseen economy of data being valuable for reasons that aren't widely discussed.

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