Different incentives, different futures

In its blog post, Anthropic describes internal analysis it conducted that suggests many Claude conversations involve topics that are “sensitive or deeply personal” or require sustained focus on complex tasks. In these contexts, Anthropic wrote, “The appearance of ads would feel incongruous—and, in many cases, inappropriate.”

The company also argued that advertising introduces incentives that could conflict with providing genuinely helpful advice. It gave the example of a user mentioning trouble sleeping: an ad-free assistant would explore various causes, while an ad-supported one might steer the conversation toward a transaction.

“Users shouldn’t have to second-guess whether an AI is genuinely helping them or subtly steering the conversation towards something monetizable,” Anthropic wrote.

Currently, OpenAI does not plan to include paid product recommendations within a ChatGPT conversation. Instead, the ads appear as banners alongside the conversation text.

OpenAI CEO Sam Altman has previously expressed reservations about mixing ads and AI conversations. In a 2024 interview at Harvard University, he described the combination as “uniquely unsettling” and said he would not like having to “figure out exactly how much was who paying here to influence what I’m being shown.”

A key part of Altman’s partial change of heart is that OpenAI faces enormous financial pressure. The company made more than $1.4 trillion worth of infrastructure deals in 2025, and according to documents obtained by The Wall Street Journal, it expects to burn through roughly $9 billion this year while generating $13 billion in revenue. Only about 5 percent of ChatGPT’s 800 million weekly users pay for subscriptions.

Much like OpenAI, Anthropic is not yet profitable, but it is expected to get there much faster. Anthropic has not attempted to span the world with massive datacenters, and its business model largely relies on enterprise contracts and paid subscriptions. The company says Claude Code and Cowork have already brought in at least $1 billion in revenue, according to Axios.

“Our business model is straightforward,” Anthropic wrote. “This is a choice with tradeoffs, and we respect that other AI companies might reasonably reach different conclusions.”