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Applied AI·September 8, 2026·1 min read

OpenAI CFO Sarah Friar says ChatGPT's ads should be like 'if Google and Meta had a baby'

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OpenAI is explicitly framing ChatGPT as a hybrid of search and social ad rails—performance intent plus behavioral targeting—on a path to $1 billion in annual revenue. If you rely on search or social for acquisition, you now have to model a third paid channel where the assistant intermediates both discovery and conversion.