OpenAI is pushing chatbot advertising as a major revenue stream ahead of its $1 trillion（約160兆円） IPO, but faces skepticism from both users and the advertising industry over targeting and measurement capabilities.

Yahoo Finance AI2h ago3 min read

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3 Key Points

What happened
OpenAI pitched ChatGPT ads to marketers at Cannes Lions this week, with executives saying roughly 20% of ChatGPT queries carry direct commercial intent. The company has told investors it could grow advertising to a $100 billion（約16兆円） business by 2030. However, senior advertising executives at Cannes said OpenAI needs more sophisticated targeting and measurement tools before it can realistically challenge Google's grip on search advertising.
Why it matters
OpenAI spent $34 billion（約5.4兆円） last year and remains unprofitable, making advertising revenue critical to its business model ahead of the planned IPO. Users have already pushed back—paying subscribers argue that monthly fees should buy an ad-free experience, and OpenAI researcher Zoë Hitzig resigned, warning that advertising built on ChatGPT's detailed user data could manipulate users in ways current tools cannot detect. Rival Anthropic capitalized on this backlash with Super Bowl ads mocking chatbot advertising and positioning Claude as the cleaner alternative.
What to watch
OpenAI has set a target valuation above $1 trillion（約160兆円） for its IPO. Whether the company can build the measurement tools the advertising industry says it still lacks will likely determine whether this revenue stream actually materializes and whether it reassures IPO investors.

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