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- Ep 679: ChatGPT Ads: 9 Reasons why personalized ads are coming to ChatGPT soon.
Ep 679: ChatGPT Ads: 9 Reasons why personalized ads are coming to ChatGPT soon.
OpenAI celebrates 1 million business users, Google Cloud CEO Anticipated for the AI crunch a decade ago, OpenAI says Prompt injections still a risk and more
Everyday AI
December 23, 2025
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Outsmart The Future
Today in Everyday AI
8 minute read
🎙 Daily Podcast Episode: Though not official yet, ads are definitely coming to ChatGPT. We break down the 9 reasons why. Give it a watch/read/listen.
🕵️♂️ Fresh Finds: ChatGPT Year in Review, NotebookLM Lecture Mode, New Gemini tools and more Read on for Fresh Finds.
🗞 Byte Sized Daily AI News: OpenAI hits 1 million business users, Google Cloud CEO Anticipated for the AI crunch a decade ago, OpenAI says Prompt injections still a risk 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? GLM-4.7 Released, Instacart done with AI item price tests, Manus rolls out Design View and more Check it here!
Ep 679: ChatGPT Ads: 9 Reasons why personalized ads are coming to ChatGPT soon.
ChatGPT ads are coming y'all. 📰
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: inevitable shift? 🤖
• OpenAI's $8.5B burn rate 💸
• 760M free users profiled 🧐
It’ll be worth your 43 minutes:
Listen on our site:
Click to listen
Subscribe and listen on your favorite podcast platform
Listen on:
Here’s our favorite AI finds from across the web:
New AI Tool Spotlight – Filio is Project Photos and Videos Management Made Smart and Simple, Aident AI has you describe your workflow in natural language, and turns it into a working automation in minutes, Vibe Pocket is a cloud based platform for running AI agents.
40 AI Tips from Google — AI tools everywhere — 40 practical tips to master Google’s 2025 features.
NotebookLM 30 Minute Lectures — Lecture mode could turn NotebookLM into a 30-minute AI tutor in multiple languages.
ChatGPT Year in Review — See your year with ChatGPT — personalized highlights and surprising stats.
New Gemini Tool — Gemini turns customer feedback into launch-ready emails, analysis, and landing pages.
MiniMax M2.1 Live — Open-source 10B coding model Minimax M2.1 beating top closed rivals on key benchmarks like SWE-bench .
Next AI Pivot — Efficiency, not scale: AI winners will be those who cut data-center power costs
Lying to AI — One AI godfather says he lies to chatbots to expose their weak spots. Want to see how a little fiction breaks big models?
1. Kurian says Google planned for today’s AI crunch a decade ago 🤝
According to Fortune, Google Cloud CEO Thomas Kurian says the company anticipated two critical bottlenecks—specialized silicon and energy—and began building solutions like TPUs and energy-efficient data centers long before the current AI surge.
He warns that power, not just chips, is now a core constraint and describes Google’s three-pronged approach: diversify energy sources, use AI to manage data center thermodynamics, and invest in new energy tech. Kurian rejects a zero-sum view of chips, framing Nvidia as a partner while arguing that different models need different hardware and that Google’s full-stack control gives it an edge without locking out customer choice.
2. OpenAI celebrates 1 million business users 🚀
OpenAI created a deep dive reflection on lessons learned from one million businesses, marking a shift from experimentation to widespread operational use across enterprises.
Companies report using models to speed writing, coding, research, analysis, and automation, with 75% saying they can complete tasks they previously could not. The rollout includes internal deployments of ChatGPT, developer platforms like Codex, and API-driven products spanning multiple modalities, signaling rapid commercial adoption.
3. OpenAI says prompt injections remain an unsolved risk as it shores up Atlas🛡️
OpenAI revealed this week that prompt injection attacks remain a persistent security threat even as the company rolls out rapid-response defenses for its ChatGPT Atlas browser, including an LLM-trained automated attacker that hunts for new exploit strategies.
The move is timely because researchers and firms have already shown agents can be manipulated via web content and documents, and the U.K. National Cyber Security Centre warns such attacks may never be fully mitigated. OpenAI stresses layered, continuous testing and user limits on agent access to sensitive data, while security experts caution that agentic browsers still present a risky autonomy-versus-access trade-off.
4. Amazon expands Alexa+ with four major integrations 🔋
Amazon on Thursday announced that Alexa+ will add Angi, Expedia, Square, and Yelp integrations starting in 2026, widening the assistant’s ability to book hotels, get home-service quotes, and schedule appointments. The move accelerates Amazon’s push to turn voice assistants into app platforms by letting users complete real transactions through natural conversation, following existing partners like OpenTable and Uber.
Success will hinge on whether people find asking an assistant easier than using familiar apps and whether Alexa+ can match the variety and convenience of traditional app stores. Amazon says early engagement with service-focused partners has been strong, suggesting consumer interest but not yet proving long-term behavioral change.
5. Lexus debuts AI-driven holiday spot as brands push generative tools 📽️
Lexus and AKQA rolled out a surreal holiday film created with generative AI, debuting across EMEA channels and timed for the seasonal marketing rush.
The video uses AI-generated effects to craft dreamlike winter scenes around the brand’s “Built for Every Kind of Wonder” message, while practical car footage grounds the fantasy and reveals the scenes as a child’s imagination. The move underscores how advertisers are using generative AI to cut costs and unlock visuals that would be complex or expensive to shoot, even as consumer reactions remain mixed and some campaigns have sparked backlash.
🦾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.
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.
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.
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.
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 ⚡
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.
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