Receipt

    Filed July 19, 2026

    Story still evolving.

    The short version

    Michael Nathanson predicted on April 27, 2026: “In my opinion, it’s going to be extremely difficult for OpenAI to be successful in advertising. In fact, I think they may never succeed. So I’m very optimistic about Google and Gemini specifically.” Verdict: Still evolving. OpenAI began testing ads in ChatGPT in early 2026 and launched a self-serve ad platform in May…

    Prediction by

    Michael Nathanson

    On April 27, 2026

    “In my opinion, it’s going to be extremely difficult for OpenAI to be successful in advertising. In fact, I think they may never succeed. So I’m very optimistic about Google and Gemini specifically.”

    Follow-up

    OpenAI began testing ads in ChatGPT in early 2026 and launched a self-serve ad platform in May 2026, so the 'may never' half is already being tested. Whether its ad business succeeds is still open, while Google keeps folding Gemini into its ad products.

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    From the High Caliber AI network — see the AI for PR module in the course.