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An example of what ads might look like in ChatGPT (OpenAI)

OpenAI set to start rolling out ads to free and ChatGPT Go users

OpenAI says user conversations will be kept private from advertisers, and answers will not be influenced by ads.

Jon Keegan

It was bound to happen at some point. OpenAI has finally disclosed the details of how it plans to roll out ads for users of ChatGPT.

The company announced today in a blog post that in the coming weeks, ads will start rolling out to users of the $8-per-month ChatGPT Go product and the free tier of the chatbot. OpenAI listed some guiding principles that will steer its approach to ads:

  • ChatGPT will not offer answers that are influenced by ads, but will always optimize answers based on “what’s most helpful to you,” and the ads will be clearly labeled and separate from the chat.

  • ChatGPT conversations will be kept private and not shared with advertisers, and OpenAI says it will “never sell your data to advertisers.”

  • ChatGPT users can turn off personalization (which is used for ad targeting) and can clear this data at any time. The company also pledged to always offer a paid ad-free tier of the product.

OpenAI also said that the company does not “optimize for time spent in ChatGPT,” something that other social media apps like TikTok and Meta’s Instagram do.

Ads will not be shown to minors, and chats with sensitive topics like health, mental health, or politics will not display ads, according to the blog post. Plus, Pro and Enterprise subscriptions will not show ads.

OAI Ad Blog Inline-AdMock1 16x9
An example of how a sponsored ad might appear in ChatGPT (OpenAI)

OpenAI has a lot riding on rolling out a responsible approach to ads, as it seeks to shore up its revenues to keep up with its ambitious growth. Turning ads on for its hundreds of millions of free users would certainly generate some serious additional revenue, which it needs to fulfill its $1 trillion worth of deals.

But we know that users share some pretty sensitive, personal information in their chats, and the company needs to establish trust with its users. Pressure to monetize chats at the expense of user trust could send users to competing chat platforms.

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Rani Molla

Palo Alto Networks surges after it beats revenue and earnings estimates

Cybersecurity firm Palo Alto Networks jumped more than 10% in postmarket trading after reporting fiscal third-quarter results that beat analyst revenue and earnings expectations.

The company posted adjusted earnings per share of $0.85, versus the FactSet analyst consensus estimate of $0.79 on $3 billion in revenue. (Wall Street had expected $2.94 billion.)

The company also boosted its guidance for the full fiscal year. The company now expects non-GAAP EPS in the range of $3.77 to $3.79, compared to its previous projection of $3.65 to $3.70 (and analysts’ expectations of $3.68). It also forecast revenue of $11.415 billion to $11.425 billion, representing year-over-year growth of 24%, compared to previous growth expectations of 22% to 23%.

Through Tuesday’s close, the stock had risen more than 60% in the past month.

tech
Jon Keegan

Microsoft releases 7 new models, next-gen quantum chip at Build conference

Microsoft is making it clear it can stand on its own as a competitor in the AI arena.

Today at its annual Microsoft Build developer conference, the company made a flurry of announcements that move it further away from the shadow of its complicated relationship with partner OpenAI.

Among the products announced:

  • New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.

  • Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.

  • Majorana 2, the company’s next-gen quantum chip.

  • Microsoft Scout, an integrated always-on agent built on OpenClaw.

  • Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

PHASE 2: Noon - Microsoft Build 2026

PHASE 2: Noon - Microsoft Build 2026

  • New Nvidia-powered Windows PCs: the Surface Laptop Ultra and Surface RTX Spark Dev Box.

  • Seven new homegrown AI models: MAI Image-2.5, MAI Image-2.5-Flash, MAIN Transcribe-1.5, MAI Thinking-1, MAI Voice-2, MAIN Voice-2-Flash, and MAI Code-1-Flash.

  • Majorana 2, the company’s next-gen quantum chip.

  • Microsoft Scout, an integrated always-on agent built on OpenClaw.

  • Project Solara, an AI gadget operating system.

Investors were unimpressed, however, as shares were down over 4% after the announcements.

tech
Rani Molla

Amazon’s Prime Day is coming early this year

Amazon is moving its four-day Prime Day event up from July, where it’s been for the last five years, to June 23 through 26.

The retail giant cites scheduling clashes with the FIFA World Cup and the 250th anniversary of the signing of the Declaration of Independence as reasons for the move. Prime Day is one of Amazon’s biggest sales events of the year, helping drive $24.1 billion in US online spending last year, according to Adobe Analytics.

More concretely, the move means Amazon will pull a massive chunk of sales from one of its biggest events into Q2, which ends June 30, rather than Q3.

Beyond the top-line revenue shift, Amazon is also using the event to flex its newer strategic muscles, aggressively cross-promoting its same-day grocery delivery networks and its Amazon Haul discount storefront.

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Rani Molla

Tesla’s China-made EV sales grew 39% in May, marking 7 straight months of growth

Sales of Tesla vehicles made at its Shanghai plant — produced for China, Europe, and other international markets — grew 39% in May to 85,982 vehicles, a record for the year.

The data marks the company’s seventh straight month of year-over-year wholesale growth for made-in-China vehicles and the company’s continued stabilization overseas. Across the entire Chinese auto industry, overall wholesale volume of so-called new energy vehicles — EVs and hybrids — produced domestically grew 12% from May 2025.

The China Passenger Car Association will report China-only sales later this month, offering a clearer picture of performance in Tesla’s second-largest market. On Monday, several European markets posted year-over-year sales growth for Tesla.

Tesla China May wholesale volume reaches 85,982 units, highest this year

Tesla China May wholesale volume reaches 85,982 units, highest this year

The China Passenger Car Association will report China-only sales later this month, offering a clearer picture of performance in Tesla’s second-largest market. On Monday, several European markets posted year-over-year sales growth for Tesla.

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