
"A few risks are starting to bubble up: more revenue for OpenAI from content ChatGPT pulls from the open web, without a cut going to publishers, and more competition for ad dollars. A few risks to publishers' businesses are starting to bubble up. Ads coming to ChatGPT likely mean more revenue for OpenAI from content ChatGPT pulls from the open web, without a cut going to publishers. It also means more competition for ad dollars."
"[OpenAI is] cutting into our business model, and they're monetizing it beyond just subscriptions. So it really does change how that feels for publishers, and it changes the equation of - 'you're getting all of this for free from us, and now you're actually making money directly off it. You're using our IP to fill out these answers that you're then getting an advertiser to pay you because they'll transact there.' That's rough. That's a bitter pill,"
"What it really signals is that answer engines are becoming monetization platforms, not just utility layers, he stressed. 'And once monetization enters, the question shifts from 'how do answers work?' to 'who gets represented, surfaced, and paid?' The biggest implication is not ads themselves, but distribution power and dependency. If ChatGPT becomes a monetized interfac"
Ads in ChatGPT create new revenue streams for OpenAI by leveraging content pulled from the open web without paying publishers. Publishers face increased competition for advertising dollars and potential loss of traffic and control over distribution. The shift reframes answer engines as monetization platforms rather than mere utilities, raising questions about who is represented, surfaced, and compensated. Executives describe the change as undermining publisher business models and creating dependency on a monetized intermediary. Industry moves such as newsroom restructures and rival AI answer engines underscore accelerating commercial and organizational impacts across publishing.
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