
"Green teased that advertisers will "soon" be able to buy chatbot inventory via The Trade Desk - widely read as a nod to OpenAI - and argued that conversational AI needs a new ad model rather than a warmed-over AdWords clone."
"He also doubled down on his take that the Amazon DSP might not exist in five years, not because Amazon's ad business is weak, but because the real upside is in high-margin sponsored listings and Prime Video - i.e., embracing O&O, not wading deeper into the open internet."
"As for OpenPath, Green's answer to why everyone is "up [his] ass" is that the product shines a light on - and therefore undercuts - middlemen who are "trying to exploit inefficient supply paths" rather than make them more efficient."
Jeff Green, CEO of The Trade Desk, addressed key developments in ad tech during a fireside chat. He announced that advertisers will soon be able to purchase chatbot inventory through The Trade Desk, signaling entry into conversational AI advertising with a new model distinct from traditional AdWords. Green predicted Amazon's DSP may not exist in five years, as Amazon prioritizes high-margin sponsored listings and Prime Video over open internet competition. Regarding OpenPath, Green explained that the product exposes middlemen exploiting inefficient supply paths, which has drawn criticism from those benefiting from current market inefficiencies. The discussion also touched on emerging challenges around agentic shopping and autonomous purchasing agents.
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