OpenAI 的 250 亿美元广告帝国：当 AI 开始替你做决策

from Marisa Wu · AI Strategy · host Marisa Wu

2026 年 1 月 20 日，顶级科技分析师 Mark Mahaney 放出一个大胆预测：OpenAI 到 2030 年可能通过 ChatGPT 广告业务产生 250 亿美元的年收入，这个数字应该让 Google 感到担忧。这个预测本身不是新闻，新闻是为什么广告主愿意把营销预算从 Google 和 Meta 那里搬到 ChatGPT 这里，而这背后是用户行为的一次根本性转变，一次决策权从人类向 AI 的大规模迁移，一次广告逻辑从「展示–点击–转化」到「提问–回答–信任」的彻底重构。我们必须回答三件事：产品层面 OpenAI 在做什么，钱的层面这 250 亿美元从哪里来，心理层面用户的行为和认知发生了什么变化。 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com

Episode metadata supplied by the publisher feed · Published Jan 21, 2026

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OpenAI 的 250 亿美元广告帝国：当 AI 开始替你做决策

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