In today’s podcast episode, we discuss whether OpenAI making $100bn in advertising revenue by 2030 is fanciful or genuinely on the cards; whether a chatbot ad model is starting to take shape; and whether there’s a world in which chatbots remain largely or completely ad-free, with AI companies relying instead on subscription revenue. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Nate Elliott and Analyst Grace Harmon. Listen anywhere, or watch on YouTube or Spotify.
Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing why Google may overtake OpenAI in 2026 and how the AI boom could get a reality check this year. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Nate Elliot and Analyst Jacob Bourne. Listen everywhere, and watch on YouTube and Spotify.
Its deep discounts and open-source push are reshaping the industry, challenging incumbents to make AI cheaper, smarter, and more widely available.
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