
ChatGPT Wants to Combine the Strengths of Google and Meta in One Advertising Platform; OpenAI Is Preparing for a New Phase of ChatGPT Ads
OpenAI has an ambitious vision for the future of advertising on ChatGPT: building a platform that combines Google’s strength in understanding customer intent with Meta’s ability to understand users’ interests and context.
Sarah Friar, CFO of OpenAI, said at the Goldman Sachs conference in San Francisco that the idea behind ChatGPT Ads could be described simply as if Google and Meta came together to build a single advertising platform.
Google’s strength in advertising comes largely from understanding intent. When someone searches for something, their purpose is often clear. For example, a person searching for “the best phone to buy” may already be considering a purchase.
Meta, on the other hand, has built enormous advertising capabilities through Facebook and Instagram, allowing it to understand users’ interests, behavior, and context.
OpenAI wants ChatGPT to bring these two strengths together. From the context of a current conversation, ChatGPT can understand what a user is looking for and where they may be in the decision-making process. In some regions and depending on user settings, other signals from the ChatGPT experience may also be used to make ads more relevant.
For example, imagine someone asking ChatGPT about the differences between two cameras. They compare prices and specifications and eventually ask, “Which one is better for me?” At that point, this is no longer just a search. The conversation itself may indicate that the person is getting close to making a purchase decision.
For marketers, that moment can be extremely valuable.
This comes as ChatGPT Ads is growing rapidly. On August 31, 2026, OpenAI announced that its advertising business had reached a $1 billion annualized revenue run rate in less than 200 days, with tens of thousands of advertisers using the platform.
Importantly, the $1 billion figure does not mean OpenAI has already collected $1 billion in advertising revenue. It means that if the current level of revenue continued at the same pace, it would amount to roughly $1 billion on an annualized basis.
OpenAI also sees today’s advertising experience as only an early stage. Friar indicated that the company is working on more advanced advertising formats designed specifically for an AI environment. The goal is not simply to copy Google or social-media ads and place them inside ChatGPT, but to develop formats suited to the conversational nature of AI.
OpenAI has already introduced Ads Manager, CPC advertising, conversion measurement, and tools for optimizing campaign outcomes. Over time, the company plans to provide advertisers with more formats, targeting capabilities, and campaign tools.
There is also an important distinction: ads are not supposed to influence ChatGPT’s answers. According to OpenAI, advertisements are kept separate from ChatGPT responses and are clearly identified as sponsored content. The company also says it does not share users’ conversations with advertisers or sell their personal data to them.
For marketers, this raises a much bigger question: If Google is where people go to search, and Meta is where people discover content and products, could ChatGPT become a third major environment, where consumers talk through their needs, compare options, and ultimately make purchasing decisions?
It is still too early to say that ChatGPT has reached the scale of Google or Meta in advertising. But the direction is becoming clearer: OpenAI is not simply adding ads to ChatGPT; it is gradually building the foundations of a full advertising platform.













