The Oracle's Tip Jar: Why OpenAI's $100 Billion Ad Fantasy Is Already Collapsing
OpenAI launched "Advertise in ChatGPT" this week — a self-serve ad platform with CPC bidding, an Ads Manager, and the implicit promise that the world's most trusted AI assistant is now a billboard. The company has told investors it expects $2.5 billion in ad revenue this year, scaling to $100 billion by 2030. Emarketer's analysis, flagged by AdWeek, puts the entire addressable market for chatbot advertising at $5.4 billion — meaning OpenAI's five-year projection overshoots the total market by nearly twentyfold. In…