Ads are coming to ChatGPT
ChatGPT is at $10 billion ARR already
🔹 Key Takeaways
ChatGPT prepares to introduce ads, challenging Google’s search ad dominance.
Carlyle accelerates AI adoption internally, with 90% employee usage and Project Catalyst.
Google elevates “LoganGPT” as a key spokesperson for its Gemini AI developer strategy.
1. ChatGPT Poised to Enter the Advertising Game
What’s happening: OpenAI is reportedly preparing to roll out ads in ChatGPT—an ad-supported model that could substantially threaten Google’s search advertising business. With 800 million weekly users and around $10 billion in ARR, adding ads could shift major marketing budgets away from search platforms .
Why it matters:
Analysts believe this pivot could redirect billions from Google Search’s $50.7 billion Q1 ad haul .
OpenAI’s $300 billion valuation and Microsoft’s deep investment position it to compete aggressively .
This intensifies the AI-driven ad war between OpenAI, Google, Meta, and Anthropic.
2. Carlyle Embeds AI Across Its Workforce
What’s happening: Carlyle’s CIO, Lucia Soares, is spearheading an internal AI transformation: 90% of its 2,300 employees now use tools like ChatGPT and Copilot, while “Project Catalyst” automates deal analysis and legal workflows .
Why it matters:
Automates repetitive tasks like invoice auditing and credit assessments.
Upholds AI oversight by keeping humans in the loop for decision validation.
Demonstrates a playbook corporates can emulate: integrate AI for productivity and compliance.
3. “LoganGPT” Becomes Google’s AI Hype‑Man
What’s happening: Formerly with OpenAI, Logan Kilpatrick (aka “LoganGPT”) has become Google’s AI evangelist. Now Head of Developer Relations, he’s central to promoting Google’s Gemini platform and AI Studio, bridging devs, DeepMind, and event audiences .
Why it matters:
Signals Google’s renewed effort to deepen developer trust and ecosystem momentum.
His authentic approach resonates with a broader, more inclusive tech audience.
Reflects Google’s strategy to stay competitive against OpenAI by humanizing its AI outreach.
🧭 Bottom Line
The AI landscape is maturing fast: revenue models are evolving (hello ads in ChatGPT), internal workplace transformations are accelerating, and competition for influence is bolstering platforms like Gemini. The next wave in AI won’t just be technological - it will be strategic, cultural, and deeply integrated.
Sources:
ChatGPT ad push: https://www.investors.com/news/technology/google-stock-openai-chatgpt-gemini-internet-search/
Carlyle’s AI rollout: https://www.businessinsider.com/carlyle-group-lucia-soares-technology-chief-ai-playbook-jobs-chatgpt-2025-7
“LoganGPT” at Google: https://www.businessinsider.com/google-logan-kilpatrick-gemini-ai-hype-openai-logangpt-2025-7