[0xrelogic]

Interesting theory, but the current numbers and recent developments suggest a different picture.

Meta's Q3 2025 ad revenue is expected at 48.5B(21.666-72B, so still a significant cost-to-revenue gap.

Regarding advertising in AI assistants specifically OpenAI's Sam Altman actually addressed this in June 2025, calling ads in ChatGPT a "trust-destroying moment" (per The Decoder). There's been internal pushback at OpenAI over "engagement farming" tactics, and users already assume product suggestions are sponsored, which creates trust issues.

The more realistic monetization path for Meta (based on their earnings guidance):

Better ad targeting through AI (already happening - 11% increase in ad impressions Q2 2025) AI business tools (Meta AI for businesses) Infrastructure-as-a-service (selling excess capacity) Direct advertising in AI responses faces major regulatory and user trust hurdles. ChatGPT reached 800M weekly users by Sept 2025, but monetization through subtle product placement has sparked backlash even internally at OpenAI.

Sources: Meta Q3 2025 earnings preview (LSEG, Nasdaq), The Decoder (June 2025), Yahoo Finance marketing analysis