OpenAI Ads Possible In Q1, Polymarket Says: Why That Could Hurt AI Stocks Like NVDA, ORCL - Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT)

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 mo ...