为更快赚钱，AI助手就要有用户专属广告了

Core Viewpoint - The recent scrutiny surrounding OpenAI's financing model, particularly after its significant computing power orders with Nvidia, AMD, and Oracle, raises concerns about potential AI market bubbles and the sustainability of its revenue model [1][3]. Group 1: OpenAI's Financial Situation - OpenAI currently reports an annual revenue of $12 billion but is operating at a loss of $8 billion, indicating a critical need for profitability [3][10]. - The company is exploring new revenue streams, including targeted advertising through the memory feature of ChatGPT, which allows for personalized user interactions [6][12]. Group 2: ChatGPT Memory Feature - The memory feature enables ChatGPT to remember user interactions, providing a more personalized experience, which could enhance user engagement and satisfaction [4][6]. - This feature allows for the potential of highly targeted advertising, as ChatGPT can gather detailed user information, leading to more effective ad placements compared to traditional methods [8][10]. Group 3: Advertising as a Revenue Stream - OpenAI's current revenue sources, including API calls and subscriptions, are under pressure due to rising costs and low conversion rates, with only 5% of users opting for paid subscriptions [10][12]. - The introduction of targeted advertising is seen as a necessary step for OpenAI to achieve immediate revenue growth, especially given the challenges in its existing business models [13].