全球科技平台-数字广告：OpenAI 的先发（劣势）优势-Global Tech Platforms_ Digital ad_ OpenAI’s first mover (dis)advantage_

27 February 2026 Global Tech Platforms Equities Digital ad: OpenAI's first mover (dis)advantage? ChatGPT – a potentially big new eyeball in town: OpenAI has large ambitions in advertising – according to sources (page 3), ads could represent a significant part of its USD150bn consumer revenue target for 2030. ChatGPT rolled-out ads on 9 Feb in the US, which if extended globally could immediately represent an advertising surface of c10bn of monthly minutes vs c60bn for Instagram, and this before ChatGPT tripl ...