付费率低至3%，AI厂商给用户加广告的日子不远了

Group 1 - OpenAI has disclosed a financial forecast indicating a cash burn of $115 billion over the next four years, coinciding with employees selling approximately $10.3 billion worth of stock [1] - Menlo Ventures reported that the total user base for AI has reached 1.8 billion, with daily active users at 600 million, but the paid penetration rate is only 3%, suggesting a significant gap between user engagement and willingness to pay [3][6] - The report highlights that 81% of the $12.1 billion consumer spending on AI is directed towards AI chatbots and companions, raising questions about consumer reluctance to invest in AI coding despite its touted potential [7] Group 2 - The slow penetration of AI across industries is attributed to high application barriers, making it difficult for the average user to utilize AI effectively [9] - Many companies are still in the early stages of digital transformation, and the prospect of another AI-driven transformation poses significant challenges [9] - A study from MIT revealed that only about 5% of generative AI pilot projects have led to rapid revenue growth, with most projects failing to impact financial statements meaningfully [9][10] Group 3 - To counter the AI bubble narrative, companies are exploring advertising as a sustainable revenue model, given the low paid penetration rate of 3% [10] - Major AI products are currently subsidized by their manufacturers, who are willing to absorb high operational costs to grow the market, which has reached 1.8 billion users [10] - There is a potential for integrating advertisements into AI products, with strategies like offering tokens for watching ads, which could enhance user engagement without causing resistance [13]