OpenAI宣布将在ChatGPT免费版及新层级测试广告，开启“订阅+广告”混合模式。广告将自然融入对话，首批在美国推出，旨在扩大AI技术普及。
谷歌明确表示，目前没有在Gemini应用中投放广告的计划。公司当前商业化重点仍放在人工智能搜索广告上。谷歌将搜索与Gemini视为互补工具，搜索主要用于获取网络信息。
Sensor Tower数据显示，ChatGPT约90%活跃用户来自美加以外地区，这给OpenAI的广告变现带来挑战。由于新兴市场广告价值远低于北美，用户变现能力差异显著。例如，Pinterest美国用户人均贡献7.64美元收入，海外用户仅0.64美元。
OpenAI的ChatGPT全球周活用户超9亿，但约90%用户位于美加以外地区，尤其新兴市场广告价值较低，给其广告变现计划带来挑战。
Google
$0.7
Input tokens/M
$2.8
Output tokens/M
1k
Context Length
Alibaba
-
Bytedance
Tencent
Stepfun
Chatglm
$0.8
$2
30
Minimax
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