[0xCMP]

One has a more obvious route to building a profile directly off that already collected data.

And while they are making lots of revenue even they have admitted on recent interviews that ChatGPT on it's own is still not (yet) breakeven. With the kind of money invested, in AI companies in general, introducing very targeted Ads is an obvious way to monetize the service more.

[simianwords]

This is incorrect understanding of unit economics. They are not breaking even only because of reinvestment into r and d.

[0xCMP]

Sam Altman said in an on-the-record dinner interview with Platformer[0] that besides R&D ChatGPT was breakeven and Brad Lightstep, head of ChatGPT, corrected him by saying they were close, but not yet break even.

I assume Sam and Brad both understand the unit economics of their product.

Article is pay-walled for me, but I heard it on their podcast[1]. Which somehow I heard fine, but that page is getting pay-walled for me.

[0]: https://www.platformer.news/sam-altman-gpt-5-interview-light... [1]: https://www.nytimes.com/2025/08/15/podcasts/hardfork-gpt5-pe...