ChatGPT today announced the global release of the Go membership, which was previously tested in India at around $5, significantly reducing the cost for individual users; it also officially launched the ChatGPT advertising system, starting to push notifications to free users and the lowest-tier Go membership accounts.

1. Many projects in essence are about offering low-priced wholesale tokens, assembling them into tools, and selling directly to users. The tool layer's functionalities have already been absorbed by models, and the price advantage is diminishing. Both Gemini and ChatGPT are competing on price, and the margins for paid users are becoming increasingly thin or even negative, which is why they are pushing for advertising commercialization. Entrepreneurs need to think more carefully about how to differentiate themselves.

2. The current advertising system is still in the testing phase, and only invited advertisers can place ads. However, some principles will always be maintained: 1) Protect user privacy; ads are related to context but user conversations are absolutely confidential, 2) Separate ads from Q&A content, with clear independent grouping, and no visual misleading, 3) Advertisers value ROAS most, and the biggest factor affecting ROAS is conversion rate. ChatGPT itself has strong context awareness, and with precise targeting, to further improve conversions, there will be increased investment in the shopping logic of the built-in Agent within the chat window.