Internal projections reveal ads are a core long-term strategy, not an experiment. OpenAI expects "free user monetization" to generate $110 billion through 2030, with average revenue per user (ARPU) growing from $2 to $15. Gross margins are targeted at 80-85%, mirroring Meta's highly profitable ad business.

Platforms are moving beyond engagement metrics like clicks and watch time. The next frontier is optimizing for a user's entire lifespan (LTV) by showing content that increases their long-term value as a consumer, such as educational material that leads to higher-paying jobs and greater purchasing power.

In an internet dominated by AI-generated content and affiliate marketing, Reddit remains a unique source of authentic user opinions. Marketers should leverage it for unfiltered customer feedback, as its community-driven structure actively filters out generic content, revealing genuine pain points and preferences.

Similar to the early internet, the time users spend on video games far outweighs the advertising dollars captured by the industry. This gap indicates a huge, untapped monetization opportunity where ad spend will eventually calibrate to match user attention, especially among young male demographics.

AI conversations capture high-intent moments, allowing ads to target active decision-making rather than passive attention-grabbing like social media. This fundamental difference could lead to significantly higher average revenue per user (ARPU), making social media's ad performance a floor, not a ceiling for AI platforms.

To bridge the communication gap with leadership, reframe common product metrics into financial terms. Instead of reporting daily active users (DAU), calculate and present average revenue per daily active user (ARPA-DAU). Similarly, frame quality initiatives not as ticket reduction but as operating expense (OPEX) savings.

Unlike platforms like LinkedIn or Instagram, Reddit's content model is meritocratic. A valuable, insightful comment from an account with zero followers can trend just as easily as one from a power user. This lowers the barrier to entry for marketers who can provide genuine expertise, allowing them to gain visibility without first building a large following.

Platforms with real human-generated content have a dual revenue opportunity in the AI era. They can serve ads to their human user base while also selling high-value data licenses to companies like Google that need authentic, up-to-date information to train their large language models.

Unlike other social platforms, Reddit's culture rejects direct promotion. To succeed, marketers must first become genuine community members by providing expert answers and thoughtful contributions. Dropping links or posting generic content without earning respect will lead to being ignored or banned from subreddits.