OpenAI Accelerates Ad Push with Meta Hires & Slashed Prices, Apple Antitrust Worries Developers

OpenAI's ad business is scaling fast but undershooting its own ambitious targets as open-weight models erode frontier-model pricing power.

• Apple-DOJ settlement talks: DOJ antitrust chief Stanley Woodward favors quick settlement over trial, giving Apple leverage; developers fear weak interoperability remedies on NFC/tap-to-pay and App Store fees.
• OpenAI ad business undershoots: Crossed $1B revenue run-rate in August with 60k+ advertisers across 60 countries, but tracking well below its $2.4B 2025 and $100B 2030 targets.

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