Core Viewpoint - The article discusses the potential impact of adult content on AI models, particularly focusing on OpenAI's decision to allow adult content generation in ChatGPT, highlighting both the opportunities and challenges this presents for the company and the industry [1][3][5]. Group 1: Historical Context and Trends - Adult content has historically driven technological advancements, from VHS tapes to online payment systems and streaming technologies [1][2]. - The AI large model field is witnessing a similar trend, where adult content could lead to increased user engagement and revenue growth [2][3]. Group 2: OpenAI's Strategy - OpenAI plans to open adult content generation capabilities for verified adult users starting December 2025, which could significantly impact user engagement and revenue [5][6]. - Prior to this announcement, OpenAI had already relaxed content filters, allowing some adult content generation under specific conditions [8][9]. Group 3: Market Dynamics - Competitors like Grok and Character AI have successfully integrated adult content into their offerings, leading to substantial revenue growth and user engagement [13][20]. - Grok's mobile revenue reached $18.5 million in Q3, a 400% increase from Q1, largely attributed to its adult content features [13]. - Character AI has surpassed $32 million in annual revenue, with a user base of 20 million, indicating strong market demand for adult content AI applications [20][21]. Group 4: Financial Implications - OpenAI faces significant financial pressure, with projected revenues of $13 billion for 2025 but a net loss of $13.5 billion, necessitating new revenue streams [35][36]. - The global AI companion market is expected to reach $28.19 billion in 2024, with a compound annual growth rate of 30.8% from 2025 to 2035, indicating a lucrative opportunity for OpenAI [39]. Group 5: Regulatory Challenges - OpenAI must navigate complex regulatory landscapes, including age verification and compliance with international laws, which could pose significant operational challenges [44][47]. - The potential for legal repercussions, especially concerning minors accessing adult content, adds another layer of risk for OpenAI [51][52].