One of the load-bearing assumptions behind the AI investment story just got a hard sanity check, and the numbers do not add up. According to research firm eMarketer, OpenAI’s advertising business is on pace to miss the company’s own five-year revenue forecast by roughly 90%. OpenAI has projected $2.5 billion in OpenAI ad revenue in ... OpenAI Is on Pace to Miss Its Own Ad Revenue Forecast by 90%. Here’s What It Means For The AI Trade