RT @HedgieMarkets
🦔A leak from the ChatGPT Android app beta reveals OpenAI is internally testing ads. The code references include "ads feature," "bazaar content," "search ad," and "search ads carousel." Ads appear to be limited to the search experience initially.
The Scale
ChatGPT now has roughly 800 million weekly users, up from 100 million in November 2023 and 300 million in late 2024. Users send about 18 billion messages per week, with GPT handling around 2.5 billion prompts daily. India has become the largest user base, ahead of the US.
My Take
This was inevitable given the math we covered from HSBC. OpenAI has a $207 billion funding hole and only 5% of users pay for subscriptions. Ads are how you monetize the other 95%. But think about what ChatGPT knows compared to Google. When you search Google, it sees keywords. When you talk to ChatGPT, it sees your thought process, your anxieties, your personal problems, your financial questions. A million users discuss mental health weekly. People ask it for medical advice, relationship help, career guidance. Now imagine ads targeted against that data. OpenAI argued in court this week that a suicidal teenager violated terms of service. They just had a data breach exposing user information. And they're about to build an advertising business on top of the most intimate conversations people have with technology. The company valued at $183 billion that can't pay its compute bills is about to learn exactly how much your private thoughts are worth to advertisers.
Hedgie🤗
https://x.com/HedgieMarkets/status/1994887090577052074
Miguel Afonso Caetano
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2025-11-30 10:45:12 UTC
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"content": "RT @HedgieMarkets\n🦔A leak from the ChatGPT Android app beta reveals OpenAI is internally testing ads. The code references include \"ads feature,\" \"bazaar content,\" \"search ad,\" and \"search ads carousel.\" Ads appear to be limited to the search experience initially.\n\nThe Scale\nChatGPT now has roughly 800 million weekly users, up from 100 million in November 2023 and 300 million in late 2024. Users send about 18 billion messages per week, with GPT handling around 2.5 billion prompts daily. India has become the largest user base, ahead of the US.\n\nMy Take\nThis was inevitable given the math we covered from HSBC. OpenAI has a $207 billion funding hole and only 5% of users pay for subscriptions. Ads are how you monetize the other 95%. But think about what ChatGPT knows compared to Google. When you search Google, it sees keywords. When you talk to ChatGPT, it sees your thought process, your anxieties, your personal problems, your financial questions. A million users discuss mental health weekly. People ask it for medical advice, relationship help, career guidance. Now imagine ads targeted against that data. OpenAI argued in court this week that a suicidal teenager violated terms of service. They just had a data breach exposing user information. And they're about to build an advertising business on top of the most intimate conversations people have with technology. The company valued at $183 billion that can't pay its compute bills is about to learn exactly how much your private thoughts are worth to advertisers.\n\nHedgie🤗\n\nhttps://x.com/HedgieMarkets/status/1994887090577052074",
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