驱逐令：OpenAI将Adobe逐出ChatGPT，自身王国同步收缩
OpenAI通知广告合作伙伴，包括Adobe，禁止在ChatGPT投放图像或音频产品广告。这一驱逐令在OpenAI市场份额首次跌破50%的同一周下达。
Vincent Jiang · 4 min read
Adobe本周接到一个不愉快的电话。OpenAI已告知广告合作伙伴，包括Adobe，禁止在ChatGPT投放生成图像或音频产品的广告。1 销售Firefly的Adobe现与自家房东的模型竞争，对此措手不及。
驱逐令背后的数字才是关键。
ChatGPT月活跃用户达11亿，仍居首位，是Gemini的6.62亿的1.6倍。7 但ChatGPT市场份额首次跌破50%，5月为46.4%，Gemini占27.7%，Claude占10.3%。6
Data
| Value | |
|---|---|
| ChatGPT | 1.1B MAU |
| Gemini | 662M MAU |
Data
| Value | |
|---|---|
| ChatGPT | 46.4% |
| Gemini | 27.7% |
| Claude | 10.3% |
年轻店面，已然拥挤
店面尚新。广告于2月触达免费及8美元Go层级。2 至5月，17%的日活跃用户看到广告，软件为顶级广告类别7，这正是Adobe刚刚失去的货架。OpenAI需要资金，因曾向投资者提供激进的收入预测1，同时州检察长正虎视眈眈。9
质疑声并非边缘
质疑声并非边缘。Google DeepMind负责人称，OpenAI迅速将广告引入聊天令他惊讶。10 微软CEO萨提亚·纳德拉警告，将所有赌注押于单一AI提供商的企业或难生存。11 萨姆·奥特曼指Anthropic对聊天机器人广告的超级碗嘲讽不诚实，称Anthropic为威权公司4，该周以一名Anthropic研究员因竞赛自我改进AI辞职告终。12
Adobe究竟失去了什么
Adobe不缺现金。其上一财年营收238亿美元。8 它需要的是货架。
每个应用商店都把控自身货架，此亦不例外。
How this brief was made
01Gathered & sourced270 channels · 2,086 articles▾
Agents swept 270 channels and ingested 2,086 articles, then de-duplicated and ranked them for signal.
02Verified & cross-validated13 claims · 26 data feeds▾
Every one of 13 load-bearing claims was checked against primary sources, with 26 live data feeds reconciling the figures and charts.
- 1The Information, Sep 9 2026 (ad restrictions; Adobe blindsided; investor projections).
- 2TechCrunch, Feb 9 2026 (US ad rollout, Free and Go tiers).
- 3TechCrunch, Jan 16 2026 (targeted ads).
- 4TechCrunch, Feb 4 2026 (Altman vs Anthropic Super Bowl ads).
- 5TechCrunch, Dec 2 2025 (ad-like suggestions backlash).
- 6TechCrunch, Jun 16 2026 (Sensor Tower share data).
- 7Sensor Tower State of AI Report 2026 (primary data).
- 8Adobe FY2025 financials via StockAnalysis (revenue $23.8B, TTM $25.2B).
- 9TechCrunch (state AG investigation headline).
- 10TechCrunch (DeepMind CEO on OpenAI ads).
- 11TechCrunch (Nadella single-provider warning).
- 12X: Jason Calacanis repost of Anthropic researcher Jacob Coxon's resignation, Sep 2026.
- 13X: Chamath Palihapitiya quoting Bill Gurley on AI sentiment, Sep 9 2026.
03Reviewed & edited1 human editor▾
One editor read the draft against the evidence, tuned the framing, and signed off before it shipped.
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