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Benzinga
  • 6 minutes ago
Prediction markets now price a rising chance that OpenAI adds ads to ChatGPT as the company faces mounting pressure to cover heavy AI spending and intensifying competition.
Transcript
00:00It's Benzinga bringing Wall Street to Main Street.
00:02OpenAI faces mounting pressure to change its revenue model as prediction markets price a 37%
00:07chance that ads appear on chat GPT before March 31st, according to Benzinga.
00:13Polymarket data reflects concerns that subscription revenue may not cover OpenAI's
00:18reported burn rate of more than $17 billion this year. In 2025, OpenAI signed major deals that
00:24tied it closely to public markets, including a $300 billion cloud contract with Oracle and a
00:30hardware partnership with NVIDIA worth up to $100 billion. By late 2025, Microsoft's stake was
00:36restructured to roughly $135 billion. Google's Gemini is gaining market share and ranks first
00:43on LM Arena's tech's leaderboard. Polymarket traders price a 22% chance of a U.S. recession in 2026,
00:50raising concerns that an AI-driven market downer could trigger a sharp correction if economic
00:55conditions weaken. For all things money, visit Benzinga.com.
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