TLDR Tech / Marketing
OpenAI Appears to Be Missing Its Sales Goals by a Vast Margin
OpenAI's $100 billion ad-revenue target for 2030 requires three things to happen at once. Advertisers moving decades of search and social budgets into chatbots, OpenAI out-competing Google and Meta for that spend, and the entire AI ad market growing roughly 100 times from where it sits today. The category's entire addressable market currently tops out around $5.4B, and OpenAI itself is on pace to miss its own ad revenue forecast by about 90% this year.
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