OpenAI Bets on ChatGPT Ads, but Timing and Fit Will Test the Bet

OpenAI has announced ads in ChatGPT, signaling a major monetization pivot. While the move is significant for revenue, the delayed rollout creates risk: the early ad formats may not be well-suited to the chat experience, potentially harming user experience or adoption. Thompson argues the success of the program will depend on getting the right balance between monetization and UX, making this a cautious, long-term effort reminiscent of early social-media monetization challenges.