







The company behind ChatGPT is on track to undershoot its five-year revenue projection by upward of 90 percent.
OpenAI launches a sub-$5 ChatGPT plan in India | TechCrunch
This plan will offer 10x more messages and image generation than the free tier, among other benefits.

OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.
It’s not just the vibes that are off inside OpenAI.
It’s the numbers, too, according to a new Wall Street Journal report, which echoes The Information’s claim earlier this month that CFO Sarah Friar has expressed concern about its IPO plans and CEO Sam Altman’s datacenter spending. It also says the company “missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year,” and other revenue targets. [Link: The vibes are off at OpenAI | https://www.theverge.com/ai-artificial-intelligence/908513/the-vibes-are-off-at-openai | The Verge]

OpenAI’s ChatGPT ads business hits $1 billion run rate as Europe gets self-serve access
That figure comes from multiplying current monthly ad revenue by 12, so it's a snapshot of where things stand today.

Do Self-Promotional “Best” Lists Boost ChatGPT Visibility? Study of 26,283 Source URLs
Just last month, OpenAI CEO Sam Altman revealed that more than 800 million people use the platform each week. But what does it take to get mentioned and

ChatGPT ads are becoming a real business - Sensemaker
OpenAI says its ad business reached a $1 billion annualized run rate in under 200 days. The bigger shift is what conversation context is becoming.
Apple not paying OpenAI to use ChatGPT in iOS 18: report
At WWDC on Monday, Apple announced its highly-anticipated partnership with OpenAI to bring ChatGPT to iOS 18. While Apple and...

Ads Are Coming to ChatGPT. Here’s How They’ll Work
OpenAI says ads will not influence ChatGPT’s responses, and that it won’t sell user data to advertisers.

OpenAI ditches plan to become a for-profit company
OpenAI will reverse course on its plans to convert into a for-profit business, announcing on Monday its nonprofit will continue to have control of the artificial intelligence firm. In a Monday lett…

OpenAI to release open-source model as AI economics force strategic shift
OpenAI plans to release its first open-weight AI model since 2019 as economic pressures mount from competitors like DeepSeek and Meta, marking a significant strategic reversal for the company behind ChatGPT.

OpenAI may have made a fatal misstep in copyright fight with news orgs
OpenAI may be sanctioned for hiding, deleting ChatGPT logs in NYT copyright fight.

Our approach to advertising and expanding access to ChatGPT
OpenAI plans to test advertising in the U.S. for ChatGPT’s free and Go tiers to expand affordable access to AI worldwide, while protecting privacy, trust, and answer quality.

OpenAI For Countries Will Give ChatGPT A Huge Advantage, But That's Not Good News - BGR
OpenAI announced a new OpenAI for Countries initiative that might help ChatGPT become an even bigger AI force than it already is.


Platform Obscurantism
ChatGPT is a platform. The chatbot is infrastructure. Thousands of applications now build on OpenAI’s application programming interface, creating a dependent ecosystem of developers, startups, and enterprises. When OpenAI positions ChatGPT primarily as a conversational interface, it obscures this platform identity, one that extracts value not only from user data and app store partnerships, but ...
