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Ep 641: ChatGPT Ads: 9 Reasons why personalized ads are coming to ChatGPT soon.
OpenAI’s landmark recap and Microsoft partnership, Amazon cuts 30,000 jobs because of AI, Microsoft releases Group Chats via Teams Mode in Copilot and more.
Everyday AI
October 28, 2025
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Sup y’all 👋
Low key, this is one of the busiest AI news days I’ve seen in 3 years. More on that below. Sheesh.
On today’s podcast, though, we brought some hot takes on my prediction personalized ads are coming to ChatGPT. Make sure to check it.
But with SOOOO much happening lately, what do you wanna see/listen to on the podcast in the coming days/week-ish?
What should we be covering on the podcast soon?🗳️ Vote to see LIVE results 🗳️ |
I work for you.
✌️
Jordan
P.S. - the bonus content at the end of this (long) newsletter is bonkers.
Outsmart The Future
Today in Everyday AI
9 minute read
🎙 Daily Podcast Episode: Though not official yet, ads are definitely coming to ChatGPT. We break down the 9 reasons why. Give today’s show a watch/read/listen.
🕵️♂️ Fresh Finds: Apple being sued on AI training, Microsoft says no to AI erotica, Google drops Nano Banana in search and more. Read on for Fresh Finds.
🗞 Byte Sized Daily AI News: OpenAI’s landmark recap and Microsoft partnership, Amazon cuts 30,000 jobs because of AI, Microsoft releases Group Chats via Teams Mode in Copilot and more. Read on for Byte Sized News.
💪 Leverage AI: Personalized ads in ChatGPT impact every human that connects to the internet. And your business. Keep reading for that!
↩️ Don’t miss out: Did you miss our last newsletter? We covered:China leaning into Deepseek for its Military, Australia suing Microsoft over AI promises, Meta ramping up for new AI releases and more. Check it here!
EP 641: ChatGPT Ads: 9 Reasons why personalized ads are coming to ChatGPT soon.
ChatGPT ads are coming. 📰
They’re gonna be both crazy intrusive yet also pretty useful.
That’s a given.
But the real hot take here: personalized ChatGPT ads are actually gonna change how the internet works and conversational commerce is going to be the new norm.
Every single company — including yours — is going to have to quickly adapt.
We lay out how, as well as the 9 reasons why we’re confident ChatGPT ads based on your account will be rolling out soon.
Also on the pod today:
• ChatGPT ads: hot take alert 🔥
• 760M free users = ad bonanza 🚦
• Ex-Facebook ad execs join OpenAI 🚀
It’ll be worth your 44 minutes:
Listen on our site:
Click to listen
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Listen on:
Here’s our favorite AI finds from across the web:
New AI Tool Spotlight – Starbase marries AI chat and MCP servers, Cubeone is a unique AI take on slides,
Apple AI Training — Apple’s being sued for allegedly training OpenELM on pirated books (Books3), pulling it into the same fair-use fight facing Meta and Anthropic.
AI and Erotica — Microsoft draws a firm line: no AI-generated erotica, even as OpenAI and rivals push adult chatbots further.
AI Lawsuits — Salesforce is being sued for allegedly using copyrighted books to train its AI, just as it hits record revenue and dominates the CRM market.
xAI Releases — xAI’s Grok released their version of Wikipedia, Grokipedia.
AI Search — Google dropped Nano Banana capabilities in search.
Nano Banana is now in Search 🍌 Open Lens in the Google app for Android or iOS and tap the new Create mode to get started.
— Google (@Google)
9:32 PM • Oct 27, 2025
GPT-5 Updates — ChatGPT just got a major upgrade for mental health safety—now OpenAI says it’s better at spotting distress and guiding users to real help.
1. Microsoft rolls out Group Chats via Teams Mode for Copilot 🤝
Microsoft is launching Teams Mode in public preview, letting users turn solo Copilot chats into shared group conversations directly in Microsoft Teams. Colleagues can @mention Copilot in any group chat to research, draft, compare competitors, analyze pricing, and co-create documents, with permissions and file access controls preserved so sensitive data stays protected.
Personal memory references require user approval before sharing, and prior prompts and responses carry into the chat so teams can pick up work without losing context.
2. OpenAI Urges Trump Team to Supercharge US Energy for AI Growth 🥊
OpenAI is pressing the Trump administration to invest big in America’s electricity grid, warning that China’s massive power expansion threatens US AI leadership. In a new White House filing, OpenAI calls for modernized energy regulations, major infrastructure projects, and workforce training to support booming AI use and stave off an “electron gap.”
With their own Stargate sites bringing billions in investment and new jobs, OpenAI says the stakes are high for everyone relying on AI innovation. If the US doesn’t act fast, American careers and companies could lose out as China races ahead, according to OpenAI’s White House submission.
3. Qualcomm Takes Aim at AI Chip Market, Stock Surges 📈
Qualcomm is jumping into the high-stakes AI chip game with its new AI200 and AI250 accelerators, signaling direct competition with Nvidia’s market dominance, according to CNBC.
The company’s stock popped over 12% following the announcement, as investors bet on Qualcomm’s ability to challenge the status quo in data center tech. With rack-scale systems touting more memory and lower operating costs, Qualcomm claims its chips could help cloud providers cut expenses while keeping pace with power-hungry AI workloads.
4. Due to AI, Amazon eyes biggest corporate cuts since 2023 🪓
According to Reuters, Amazon is poised to eliminate up to 30,000 corporate roles starting Tuesday, marking its largest reduction since the 27,000 cuts that began in late 2022.
The reported layoffs span human resources, devices and services, operations, and other teams, arriving on the heels of a CNBC report that cited CEO Andy Jassy’s memo linking workforce needs to the rise of AI agents. The timing underscores how Big Tech’s pivot to automation is moving from pilot projects to headcount decisions, which could compress mid-level corporate roles while elevating demand for AI-savvy product and operations talent.
5. Anthropic’s Claude AI Storms Wall Street via Excel Integration 🏦
Anthropic is shaking up finance by launching its Claude AI assistant directly within Microsoft Excel, giving analysts real-time market data and unprecedented transparency, as reported by Banking Dive.
This move marks Anthropic’s boldest attempt yet to compete with Microsoft and OpenAI, targeting the trillion-dollar financial services sector where accuracy and compliance rule. Major clients like Norges Bank and AIG are already seeing dramatic productivity gains, signaling that AI-powered spreadsheets could soon become the new backbone of Wall Street workflows.
6. U.S. Sen. Bernie Sanders says OpenAI should be broken up 💔
According to Axios, Senator Bernie Sanders wants the government to break up OpenAI, warning that AI is a “meteor” that could transform the economy while erasing entry-level jobs. OpenAI pushed back, saying its growth reflects healthy competition amid rivals like Google’s Gemini and Anthropic’s Claude, while policy voices like Vanderbilt’s Asad Ramzanali argue for splitting chips, clouds, and AI models, citing Nvidia’s $100 billion tie-up with OpenAI as bubble fuel.
Sanders is also floating a “robot tax” to cushion workers, and criticized Trump’s full-throttle AI embrace and the massive Stargate infrastructure plan, reflecting a widening political split over how to govern AI’s rapid expansion.
7. OpenAI Overhauls Ownership, Microsoft Clinches Long-Term Access 🚨
OpenAI has completed a headline-grabbing recapitalization, putting its nonprofit OpenAI Foundation firmly in control and pegging the company’s valuation at $500 billion, Reuters reports. Microsoft grabs a hefty 27% stake and secures rights to OpenAI’s frontier models until 2032, even after AGI arrives, while OpenAI Foundation holds 26%, and employees and investors own 47%.
The new setup means OpenAI’s nonprofit will steer the mission, reinvesting its growing equity into health innovation and AI resilience, while Microsoft loses exclusive compute provider status but locks in a $250 billion Azure deal.
🦾How You Can Leverage:
$8.5 billion.
That's how much cash OpenAI is reportedly burning this year.
But….. OpenAI has 800 million weekly active users and has become synonymous with the word AI.
Why, then, is OpenAI raising tens of billions of dollars and admittedly not likely to be profitable for years?
That’s because, according to reports, 760 million of those users are free users. Soaking up all that ChatGPT has to offer without paying a dime.
Reality check: that’s gonna change y’all.
Ads based your chat history are coming fast, and they’re gonna hit like a brick.
So on today's show, we broke down why personalized ads are dropping into your ChatGPT conversations way sooner than you might think.
Not someday. Not 2027. We're talking quarters or event months based on 9 interconnected signals we break down in today’s show.
Here’s what you need to know. 👇
1 – 1. 700+ Million Free Users Become Revenue 🚀
OpenAI can't keep giving away the farm.
They're reportedly burning $8.5 billion annually just keeping the lights on. Compute costs for running some of the world's most powerful models aren't cheap.
Even paid users on the $200 pro plan are costing OpenAI money when they run agents around the clock.
The free user base has to be monetized. There's no other path when you're already burning this much cash and you've raised tens of billions from investors like SoftBank who reportedly dropped $30 billion into OpenAI.
Those investors want returns.
Reports show that 70% of OpenAI's total revenue comes from individual consumers, not enterprise or API usage. That means the consumer business is everything, and 700+ million free users represent the biggest untapped revenue opportunity in tech right now.
Many people are gonna be mad when personalized ads arrive in ChatGPT.
But here's the play. If you want out, upgrade to a paid tier. Whether the $20 Plus plan avoids ads remains unclear, but the monetization of free users is inevitable.
Try This: Calculate how much value you're extracting from ChatGPT monthly if you're on the free plan. Track the hours saved, decisions informed, and work accelerated. Most power users are getting thousands of dollars in value monthly. When ads arrive, decide if that's worth $20 to avoid or if targeted recommendations actually improve your workflow.
2 – Three Pillars = Two Horse Race 🔥
OpenAI was never building a chatbot.
They were constructing an AI ecosystem that will quickly morph into an advertising empire.
With the most recent drops, it’s become apparent: an integrated architecture across three pillars that positions them to leapfrog Meta entirely and challenge Google's advertising dominance.
Memory, browser, and commerce working together create something neither competitor can easily replicate.
Memory tracks your conversations, preferences, and decision triggers across hundreds of interactions. Full longitudinal context about your business problems and buying patterns.
Atlas browser controls the entire data pipeline from search to transaction. You research solutions inside ChatGPT without hitting Google first.
Agent checkout eliminates the 47-click purchase nightmare killing most conversions.
This is the future of how the internet works.
Conversational commerce replaces interruption-based advertising with assistance-based recommendations. You're not getting random ads while scrolling. You're getting solutions surfaced naturally when you describe problems in conversation.
Right now, this contest is no longer keywords and search results.
It's about owning the conversation and where conversations happen. OpenAI controls that territory with 800 million weekly active users who've already shifted their behavior away from traditional search.
Try This: Ask yourself where you currently go first when researching business solutions or making purchase decisions. If you're already using ChatGPT instead of Google for initial research, you're experiencing the shift toward conversational commerce firsthand. Now imagine that behavior multiplied across 800 million users and how that changes advertising strategy entirely.
3 – The Nine Reasons This Is Inevitable ⚡
Here's why ChatGPT ads are coming whether you're ready or not:
Burn rate - OpenAI reportedly burns $8.5B annually and needs revenue fast. Softbank alone has funded $30 billion. Returns have to happen.
CEO flip - Sam Altman went from calling AI ads "uniquely unsettling" to praising them
User dominance - 800M weekly active users create unavoidable market pressure
Memory engine - ChatGPT personalization tracks everything about your preferences and patterns
Meta-fication - A recent report from The Information showed more than 20% of OpenAI’s staff came from Meta, and it looks like they’re following the Facebook monetization playbook. Engagement + users.
Browser control - Atlas browser owns the data pipeline from search to purchase
App ecosystem - ChatGPT apps bring in new cross-platform data and commerce surfaces
Agent checkout - Instant purchase protocol co-developed with Stripe eliminates conversion friction
Proactive delivery - ChatGPT Pulse pushes daily personalized recommendations you didn't ask for
Traditional SEO is dying because millions don't visit websites anymore, which means AI chatbots are the new interface between humans and the rest of the world.
Try This: Open ChatGPT and describe a business problem your product solves without mentioning your company name. See what solutions it currently recommends and how it frames the decision criteria. That conversation reveals exactly how you'll need to position your offerings when conversational commerce advertising goes live.
🚨 Bonus Content 🚨
The Internet marketplace is changing before our eyes.
It will impact literally every human who uses the internet — from consumers making purchasing decisions online to the millions of businesses who rely on marketing and advertising.
So we wrote the guide.
We could charge like $100 for this and it would still be a steal.
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