ChatGPT植入广告、疯狂挖角Meta员工，OpenAI越来越像Facebook了？

Core Insights - OpenAI is shifting towards commercialization by introducing an advertising model and hiring former Meta employees, indicating a move towards a business-driven approach despite its non-profit origins [1][2][4]. Financial Performance - OpenAI's annualized revenue for 2025 has surpassed $20 billion, a significant increase from $6 billion in 2024, but the company has consumed approximately $8 billion in cash in 2025 [1][3]. - The introduction of advertising in ChatGPT aims to address the financial pressure and fill the funding gap created by high operational costs [1][4]. Strategic Shift - The decision to enter the online advertising space is seen as a rational choice to alleviate financial stress, with ads being displayed in both free and certain paid tiers of ChatGPT [4]. - OpenAI's recruitment strategy, particularly the hiring of around 630 former Meta employees, suggests a potential shift towards optimizing user engagement and maximizing commercial value [5]. User Engagement and Privacy Concerns - Analysts warn that the introduction of an advertising model may reshape the incentive mechanisms of the AI platform, raising concerns about user privacy and the potential manipulation of user habits for ad revenue [2][6]. - OpenAI has publicly committed not to optimize user engagement time on ChatGPT, but this promise may be difficult to enforce in an ad-driven model [6][7]. Market Dynamics - ChatGPT currently has a substantial user base, with approximately 900 million interactions weekly and average session lengths of 15 to 20 minutes, making it attractive to advertisers [8]. - The financial pressures faced by OpenAI may lead to a transformation of ChatGPT from a simple tool to a product designed to cultivate user habits, similar to social media platforms like Facebook [8].