According to the latest data from Sensor Tower, about 90% of ChatGPT's active users are from regions outside the United States and Canada. This shift in user demographics poses significant challenges for OpenAI's advertising monetization plans. In international markets, especially emerging ones, the value of ads is much lower than in North America.

Data comparisons show significant differences in the "monetization potential" across regions. For example, Pinterest users in the United States generate an average of $7.64 in revenue per user, while this number drops to just $0.21 in overseas regions. This trend is also evident in ChatGPT's top five markets, where user conversion rates in India and Brazil remain around 5%, far below levels seen in North America.

To address this challenge, OpenAI has launched a low-cost version called "ChatGPT Go" for countries like India, with a monthly subscription fee of approximately $5 (about 399 rupees). This plan not only lowers the usage barrier for users but also offers free trials during specific promotional periods, aiming to cultivate user payment habits.

OpenAI's Chief Financial Officer, Sarah Friar, has stated that the company is actively exploring the introduction of advertisements in its products. According to the company's financial planning, OpenAI hopes to generate about $110 billion in revenue from free users by 2030, with advertising revenue expected to play a key role.

This ambitious revenue growth target is crucial for OpenAI, as the company is currently facing commitments to build data centers and lease computing power worth hundreds of billions of dollars. How to effectively monetize globally will become a critical task for OpenAI in the future.

Key Points:

🌍 About 90% of ChatGPT's active users come from outside North America, and ad value is low in international markets.

💰 Platforms like Pinterest show significant differences in revenue generation across regions, with low conversion rates for overseas users.

📉 OpenAI has launched a low-cost "ChatGPT Go" plan to cultivate user payment habits and explore advertising revenue.