01/25/2026
Zoom out and this is a predictable inflection point: once an assistant becomes a daily habit, it starts to look like a distribution channel—and distribution channels get monetized.
What to do with that? Stay tuned.
https://www.bloomberg.com/opinion/articles/2026-01-20/chatgpt-and-openai-are-starting-to-look-a-lot-like-facebook-and-meta?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2OTM1Nzc1NiwiZXhwIjoxNzY5OTYyNTU2LCJhcnRpY2xlSWQiOiJUOTVCNlZLR0lGUEkwMCIsImJjb25uZWN0SWQiOiI0NUFGNzhEOUJBRkU0MUZDQUVFRjFFOTc5RTMzQjI3MyJ9.NEb2zO-SLoEq1clxqd1bd_VbK02gjqwkOzJU2nl1mas
Having burned through about $8 billion of cash in 2025, OpenAI seems in desperate need of revenue. Now it’s jumping into what Chief Executive Sam Altman described in 2024 as the company’s last resort: showing ads in ChatGPT. Doing this so soon after that dismissal speaks to the financial pressur...