花3000元让AI改口,大模型的尽头是广告?
美股研究社·2026-01-06 11:25

Core Viewpoint - OpenAI is facing a challenging decision regarding the monetization of its ChatGPT model, considering the high annual R&D costs and the potential introduction of sponsored content in its responses to user queries [4][5]. Group 1: GEO Market Dynamics - The concept of Generative Engine Optimization (GEO) has emerged as brands seek to have their products prioritized in AI model recommendations, similar to SEO in traditional search engines [4][7]. - The GEO market is projected to grow significantly, with a forecasted 215% year-on-year increase by Q2 2025 in China, and Gartner predicts that by 2028, 50% of search engine traffic will be driven by AI [7][8]. - Companies like PerplexityAI have raised substantial funding, with $1.5 billion in three years and a valuation of $20 billion, indicating strong investor interest in the GEO space [7]. Group 2: GEO Implementation and Costs - GEO services involve creating structured content related to specific keywords, with costs ranging from 9,999 to 15,680 yuan per month, depending on the number of keywords and AI platforms covered [9]. - The effectiveness of GEO is variable, with some service providers promising guaranteed visibility, which is often unrealistic due to the unpredictable nature of AI models [10][12]. - Brands are increasingly interested in ensuring their products appear in AI responses, with various industries, including education and B2B, exploring GEO services [9][15]. Group 3: Challenges and Future of AI Monetization - OpenAI and Google are exploring advertising within AI models as a potential revenue stream, but the current monetization strategies have not proven effective, with OpenAI reporting a significant loss despite a large user base [18][19]. - The introduction of ads in AI responses may undermine user trust, as users may become wary of biased recommendations [18][20]. - The need for AI models to find sustainable revenue models is critical for their long-term viability, as traditional monetization methods may not suffice [20].

花3000元让AI改口,大模型的尽头是广告? - Reportify