Business Models of AI Companies

Over the past few years, artificial intelligence (AI) has become the hottest industry in the world. Every part of the cutting-edge industries we know, such as semiconductors, autonomous driving and robotics, is combined with artificial intelligence.
The world's leading companies are racing to invest in artificial intelligence, and the amounts involved are astronomical. So what kind of revenue structure can it offer that makes every company shout about artificial intelligence like this? Let's look at what revenue structures the artificial intelligence business can have.
1. Subscription plans
- To use AI services, users pay a monthly subscription fee, and this is currently the main source of revenue for AI services.
2. Corporate B2B model
- When companies use OpenAI's ChatGPT artificial intelligence in their own apps or services, they are charged a fee for this
Example) When a company uses ChatGPT's features while carrying out a project, it is charged according to its usage of those features
3. Targeted advertising revenue
- Advertising is shown to customers using AI services by introducing the products best suited to what they want, and a fee is charged for this.
Example) Ad revenue is generated by analyzing the needs of a customer who plays mobile games and telling them which Samsung Galaxy model is good for optimizing speed and graphics
4. AI Store commissions (GPTs Store)
In ChatGPT's GPTs Store, launched in 2024, users can buy and sell custom GPTs they have made, and commissions from this process are generated as revenue (similar to the app store model)
Example) An ordinary user creates a cooking guide app with the AI service provided by OpenAI, uploads it to the AI Store and trades it. The company takes a certain commission generated from this.
Running an AI business requires enormous funds. But the reason companies invest despite this risk is precisely this boundless scalability.
If sales from a particular model among the various revenue models of the artificial intelligence company (OpenAI) described above surge, the company levels up one more step, and the value of other companies connected to that area also rises. From this point of view, investors need to keep paying attention to the AI business going forward and check in which areas sales have increased.