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OpenAI Could Generate $25 Billion in Annual ad Revenue by 2030, and that Should Worry Google, Top Tech Analyst Says

Summary by Business Insider
Sam AltmanBENJAMIN LEGENDRE/AFP via Getty ImagesAdvertising could be a $25 billion business for OpenAI by 2030, Evercore ISI's Mark Mahaney wrote.OpenAI said Friday that it will start testing ads for some ChatGPT users.A big ads business at OpenAI could present a challenge to Google's search business.Advertising could become a $25 billion business for OpenAI — and pose a threat to Google, according to new estimates on Monday from a top tech anal…
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Advertising could become a $25 billion-a-year business for OpenAI — and pose a threat to Google, according to new estimates Monday from a top tech analyst. Evercore ISI’s Mark Mahaney sees the startup generating that level of annual ad revenue by 2030 if it does well in implementing this new business, foreign media write, reports Telegraph. His statement comes after OpenAI said on Friday that ChatGPT’s free and Go users will start seeing ads “in…

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The company insists that it will not carry out behavior manipulation tactics for users to see more ads and that they will not influence the responses of artificial intelligenceInterview - The researcher who guts the myth of OpenAI and Sam Altman: “The multinationals of AI accelerate the democratic regression” It was a secret to voices in the sector, although not in advance it ceases to be a potentially transcendental change for the future of art…

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OpenAI has announced it will test a business model for ChatGPT that will display ads to users who use it for free. ChatGPT may receive an ad-supported version very soon. In a statement, OpenAI announced that its popular smart assistant will undergo new changes that the tech company defines as a possible "expansion of opportunities." The focus is on ChatGPT Go, the service's most affordable subscription, available for €7.99, which offers some adv…

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ChatGPT could provide advertisers with a valuable committed "high-intent" audience, diverting Google's marketing budgets, says Mahaney.Advertising could become a $25 billion business for OpenAI, and pose a threat to Google, according to Mark Mahaney of Evercore ISI. Technology analyst believes that startup will generate these advertising revenue in 2030 if it runs the launch of this new business well.OpenAI has just announced that free users and…

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SmartCompany broke the news in on Monday, January 19, 2026.
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