Prediction markets on Polymarket show a 37% chance that OpenAI will introduce advertising into ChatGPT by March 31, as the company's massive annual expenditure of up to $17 billion puts significant pressure on its subscription model. This potential shift is in stark contrast to CEO Sam Altman's previous stance, highlighting OpenAI's financial difficulties and its crucial role as a cornerstone for major tech companies like Microsoft, Nvidia, and Oracle, with which it has previously struck multi-billion dollar partnerships. Failure to successfully integrate advertising could lead to user attrition to Google's Gemini platform and signal a trend toward the commercialization of artificial intelligence, which could exacerbate market volatility amid ongoing recession concerns.

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