OpenAI said on Friday that free and Go users of ChatGPT would start seeing ads "in the coming weeks." OpenAI also laid out its advertising principles, such as clearly labeling them and not sharing user conversations with advertisers. "A path to generating several billion dollars in ad revenue in 2026, going to $25B+ by 2030, seems reasonable," Mahaney wrote in a note to investors. That's based on the likely scale of ChatGPT by that time, the proven monetization of high-intent performance marketing platforms, and the current size of this market, the analyst added.