Here is some old analysis I remember seeing at the time of Hulu ads vs no-ads plans: https://ampereanalysis.com/insight/hulus-price-drop-is-a-wis...

They dropped the price $2/mo on their with-ads plan to make a bigger gap between the no-ads plan and the ads plan, and the analyst here looks at their reported ad revenue and user numbers to estimate $12/mo per user from ads.

Whether Meta across all their properties does more than $144/yr in ads is an open question; long-form video ads are sold at a premium but Facebook/IG users see a LOT of ads across a lot of Meta platforms. The biggest advantage in ad-$-per-user Hulu has is that it's US-only. ChatGPT would also likely be considered premium ad inventory, though they'd have a delicate dance there around keeping that inventory high-value, and selling enough ads to make it worthwhile, without pissing users off too much.

Here they estimate a much lower number for ad revenue per Meta user, like $45 bucks a year - https://www.statista.com/statistics/234056/facebooks-average... - but that's probably driven disproportionately by wealth users in the US and similar countries compared to the long tail of global users.

One problem for LLM companies compared to media companies is that the marginal cost of offering the product to additional users is quite a bit higher. So business models, ads-or-subscription, will be interesting to watch from a global POV there.

One wonders what the monetization plan for the "writing code with an LLM using OSS libraries and not interested in paying for enterprise licenses and such" crowd will be. What sort of ads can you pull off in those conversations?