
"What do Papa Roach and OpenAI have in common? They're both on their last resort."
""I kind of think of ads as a last resort for us for a business model," he says. "I would do it if it meant that was the only way to get everybody in the world access to great services. But if we can find something that doesn't do that, I'd prefer that.""
""AI is such a big revolution that I think when you look back at it, you will not look at the delta between [Google] AI Overviews, Perplexity and OpenAI as that long of a time difference," says Nelson."
Sam Altman described ads as a "last resort" business model and said he would accept them only to expand global access to services. OpenAI announced plans to test ads within its search chatbot, triggering advertiser and agency speculation about formats, buying systems, and competitive timing. Industry voices note that rapid AI evolution compresses perceived timing differences among competitors. Agencies face decisions about whether brands should enter an emerging ad platform early, balancing potential reach against implementation friction and high initial costs, similar to early streaming ad market experiences such as Netflix's expensive launch CPMs.
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