Dear Readers,

What if the next trillion-dollar shift isn’t about chips or models, but trust? As AI moves from marvel to infrastructure, OpenAI’s rumored ad plans, billion-dollar funding rounds, and the new moral panic around “superintelligence bans” all point in one direction: monetization is colliding with meaning. The age of AI neutrality might be ending; not with a warning, but with a business plan.

In Today’s Issue:

🗣️ OpenAI is considering ads in ChatGPT

💰 Global AI funding hit $73.1B in Q1 2025

🏦 Banks are transitioning from automation to agentic AI

🚨 Regulators are bracing for AI shockwaves

✨ And more AI goodness…

All the best,

SoftBank just approved the remaining $22.5 billion of its massive $30 billion investment in OpenAI, finalizing a record $41 billion round that values the company at $260 billion pre-money. The funding will help cover OpenAI’s skyrocketing compute costs - projected at $16 billion this year and $40 billion next, as it moves toward a corporate restructuring and eventual public offering.

Cursor is arguably the most successful AI editor. And now version 2.0 is just around the corner; the next big success?

Yann LeCun opened the MIT symposium in conversation with Mark Gorenberg. In the interview, LeCun reiterates that LLMs will not lead to AGI.

Imagine opening ChatGPT and seeing a product suggestion or short ad slide into your conversation; sounds off script for an AI you trust, right? That’s exactly the turn OpenAI may be taking. The company’s CEO Sam Altman recently admitted that while no advertising product exists yet, ads in ChatGPT are “not off the table.”

Here’s the gist: ChatGPT’s “free user” base is massive, but running advanced AI at that scale costs billions each year. Estimates suggest OpenAI expects nearly $1 billion in ad-driven revenue by 2026, growing toward $25 billion by 2029. For the AI community, this is a flashpoint: how will the mix of utility, trust and commercialization behave when the assistant you use starts showing ads?

Why it matters: Ads could change how we perceive AI’s neutrality; will responses remain unbiased? Will user behavior or data feed directly into ad targeting? And for AI builders and researchers, this signals a business model shift where generative-AI platforms are migrating to the ad economy

Sources:
🔗 https://www.theinformation.com/articles/openai-readies-facebook-era

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Global AI funding hit $73.1 billion in Q1 2025, nearly 58% of all venture capital deployed that quarter! Valuations are climbing faster than fundamentals, and analysts warn of speculative excess. Yet the surge signals a structural shift: AI is no longer a niche; it’s becoming the core growth engine of capital markets. Investors face both immense upside and systemic risk as liquidity concentrates around a few dominant AI ecosystems.