"Publishers are hopeful that Meta may have changed its tune at least somewhat when it comes to how - or whether - the platform reimburses publishers for content contributed to its LLM models. That's quite a different vibe than Meta was putting out there as recently as last year. Reading between the lines, if creators don't want to participate in feeding AI models because they're not being properly compensated, then maybe the AI models will just skip over them."
"Data (Fee) Leak Times are tough for The Trade Desk. Its stock price sank after investors questioned its strategy for competing with walled gardens. Meanwhile, competitors are gunning for their slices of open web advertising and the growing CTV and retail media markets. When advertisers use retail media data to target ads, they pay the retailer a percentage of the campaign's CPM capped at a set amount."
Meta reportedly shifted its stance on reimbursing publishers for content used to train its LLMs, producing cautious optimism among publishers. Many publishers remain skeptical until payment practices and transparency are publicly demonstrated. Ongoing data scraping complicates creator consent and participation in model training. The Trade Desk saw its stock fall after investor concerns about its ability to compete with walled gardens, while rivals pursue open-web, CTV, and retail media opportunities. Retail media targeting commonly charges a percentage of CPM with hard caps due to high CTV CPMs, and uncertainty exists over DSP fee allocation. Audience fingerprinting remains controversial even as some industry groups defend it.
Read at AdExchanger
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