For years, Sam Altman said he hated ads, calling them “last resort.” Yet, prediction markets are betting he won’t have a choice.
What Happened: On Polymarket, traders are currently pricing in a 37% chance that OpenAI implements ads on ChatGPT before March 31. Could this be a warning flare about the health of the AI bubble?
With OpenAI’s annual burn rate reportedly exceeding $17 billion this year, the company is facing a harsh reality: subscription revenue alone will not be enough to feed the compute-hungry models like o3 and GPT-5.
In 2025, OpenAI made a series of deals that increasingly tied it to the broader market, effectively turning itself into the engine room of the S&P 500.
In September, Open AI signed a $300 …Full story available on Benzinga.com
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