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OpenAI says reports of ChatGPT ads are wrong as Google brings ads to AI products

There are billion$ of reasons why OpenAI would turn to ads.

Rani Molla

A number of ChatGPT users have recently reported seeing what appear to be ads within OpenAI’s flagship product, noting a prompt reading, “Shop for home and groceries. Connect Target.” Separately, BleepingComputer reported on a leak late last month that showed the company was internally testing ads on ChatGPT.

But the company has pushed back and said that’s not the case. “There are no live tests for ads — any screenshots you’ve seen are either not real or not ads,” Head of ChatGPT Nick Turley wrote on X Friday. Meanwhile, Chief Researcher Officer Mark Chen said the company has turned off a feature that could feel like an ad.

Of course, as a business in dire need of additional revenue sources to finance its exorbitant costs — and as one that’s already staffed up an internal ad business — it makes complete sense that OpenAI would expand to ads. Its biggest competitor, Google, has already been opening up the search giant’s massive advertising spigot to its AI products.

But perhaps it also makes sense why the company is being cagey about getting into ads. A year ago, CEO Sam Altman called ads within an AI product “uniquely unsetting” and said they would be a “last resort” for OpenAI. Additionally, one could argue the saturation of ads on Google hurt the user experience and made room for competitors like OpenAI in the first place.

Keep in mind that throughout the history of business, whether we like it or not, products that initially shunned ads — from cable TV to streaming services to your refrigerator or your car — will eventually adopt them when companies figure out users are hooked enough on the product that they’ll tolerate the pain.

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Google sinks on a string of bad news

Google is currently down nearly 2% amid a flurry of bad news for the tech giant:

  • OpenAI CEO Sam Altman said Google’s much-touted Gemini 3 model “had less of an impact on our metrics than maybe we feared.”

  • Disney sent Google a cease and desist letter accusing it of infringing Disney’s copyrights after announcing a $1 billion investment in competitor OpenAI.

  • Waymo recalled basically all of its vehicles — 3,067 — for a software update to fix a high-profile problem they had with driving past stopped school buses.

  • The AI trade generally is struggling today after Oracle posted underwhelming earnings results yesterday.

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Altman: Gemini 3 had less of an impact than we had feared

There have been a lot “code reds” flying around the AI world recently. But it turns out that the latest, declared by OpenAI CEO Sam Altman, may not be as dire as expected.

This morning Altman appeared on CNBC with Disney CEO Bob Iger to discuss Disney’s $1 billion investment in OpenAI. Altman told CNBC that Google’s Gemini 3 has “had less of an impact on our metrics than maybe we feared.”

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Rani Molla

Google’s YouTube to launch cheaper streaming packages that could potentially compete with Netflix

Google’s YouTube announced today that it will launch 10 genre-specific packages early next year that will cost less than its existing $82.99-per-month YouTube TV.

While the company didn’t specify how much these new packages will cost, they’re expected to come in well under the price of the full YouTube TV bundle. That could put its price point in line with other major streaming services like those offered by Apple, Disney, and Netflix. YouTube already commands the largest share of TV viewership in the US, and lower-priced subscription options could widen its lead even further.

That’s unwelcome news for other streamers, particularly Netflix, which has faced investor pressure since reports emerged about its acquisition of Warner Bros. Discovery.

Paramount has since launched a hostile counterbid, but Netflix’s stock continues to struggle. Shares are down nearly 2% today.

While the company didn’t specify how much these new packages will cost, they’re expected to come in well under the price of the full YouTube TV bundle. That could put its price point in line with other major streaming services like those offered by Apple, Disney, and Netflix. YouTube already commands the largest share of TV viewership in the US, and lower-priced subscription options could widen its lead even further.

That’s unwelcome news for other streamers, particularly Netflix, which has faced investor pressure since reports emerged about its acquisition of Warner Bros. Discovery.

Paramount has since launched a hostile counterbid, but Netflix’s stock continues to struggle. Shares are down nearly 2% today.

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