ChatGPT Hits $100M Annualized Ad Revenue in Two Months
LexSokolin · x · 2026-08-16
Lex Sokolin reports that ChatGPT reached $100M in annualized ad revenue in under two months. He contrasts OpenAI's four-year, $10B investment in the "manufacturing layer" with the immediate success of the distribution layer, raising the question of whether ads subsidize compute or compute subsidizes ads.
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