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Ad-supported AI chatbots could be nearer than we thought

In a piece about how Meta is planning on adding more conversational voice features into its latest large language model, the Financial Times noted that the social media company is “considering introducing paid advertising or sponsored posts into the search results of its AI assistant.”

Told you advertising was coming to chatbots! As we’ve previously noted, the advent of DeepSeek’s lower-cost, comparable models has caused a number of AI companies to offer up their AI chatbots to consumers for free — something that’s not very sustainable given the huge capital outlays these companies are making to invest in AI.

“Generative AI, it seems, has become a commodity for typical consumers... As far as consumer generative AI, you have a situation where there’s more and more money going out and now potentially less coming in. Something has got to give.

It’s likely we’re about to see the end of truly free gen-AI chatbots. To help recoup costs from consumer models, ad-supported generative AI is likely coming soon.”

Meta, which is launching as a stand-alone Meta AI app, has hinted at advertising in AI before.

As my colleague Jon Keegan wrote regarding Meta CEO Mark Zuckerberg’s comments on the company’s fourth-quarter earnings call: “Anytime you hear the word ‘personalization’ in a Big Tech product, that means it will be used for ads. None of the big AI players have integrated ads into their chatbot products, but if anyone is prepared for this, it’s Meta.”

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Rani Molla

Even OpenAI is worried about Google’s Gemini 3

When OpenAI’s ChatGPT burst onto the scene in November 2022, it sent shock waves through Silicon Valley’s biggest names. Google, Microsoft, and Amazon had all been developing generative AI, but OpenAI’s breakthrough sparked an all-out race to catch up. Until now.

It seems that OpenAI CEO Sam Altman is feeling the heat from Google, whose newly released Gemini 3 has been receiving stellar reception from AI leaderboards, analysts, and consumers alike.

“We know we have some work to do but we are catching up fast,” OpenAI CEO Sam Altman told colleagues last month, after learning about Google’s AI advances, The Information reports. “I expect the vibes out there to be rough for a bit.”

Google’s AI progress, Altman said, could “create some temporary economic headwinds for our company,” but he said OpenAI would emerge on top.

However, it’s worth remembering that, despite OpenAI’s first-mover advantage and supersized valuation, Google is a substantial adversary that is peppering its AI models across its giant existing — and highly lucrative — product suite.

It seems that OpenAI CEO Sam Altman is feeling the heat from Google, whose newly released Gemini 3 has been receiving stellar reception from AI leaderboards, analysts, and consumers alike.

“We know we have some work to do but we are catching up fast,” OpenAI CEO Sam Altman told colleagues last month, after learning about Google’s AI advances, The Information reports. “I expect the vibes out there to be rough for a bit.”

Google’s AI progress, Altman said, could “create some temporary economic headwinds for our company,” but he said OpenAI would emerge on top.

However, it’s worth remembering that, despite OpenAI’s first-mover advantage and supersized valuation, Google is a substantial adversary that is peppering its AI models across its giant existing — and highly lucrative — product suite.

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