OpenAI 扩容 ChatGPT 广告合作伙伴,Magnite 与 PubMatic 签约填充闲置广告位
OpenAI May Not Be So Open For Long; Prediction Markets Bet On Endorsements
- 1Magnite 与 PubMatic 签约为 ChatGPT 填补闲置广告位,OpenAI 既有广告技术伙伴还包括 Criteo、StackAdapt、Amazon Ads
- 2有营销专家称部分广告主正把 10% 至 30% 的 Google 搜索预算转投 Meta、ChatGPT 或其他渠道
- 3Alphabet 上季财报显示搜索广告收入增速放缓,股价上周跌超 10%,高管归因于 AI Mode 变现率较低
- 4Ipsos 3 月调查显示仅 20% 受访者熟悉预测市场平台,熟悉者中 40% 认为其对社会有害、60% 认为与赌博无异
AI 平台正在重排广告预算流向,Google 搜索广告被自家 AI 功能分流,OpenAI 沿围墙花园剧本向第三方开放 ChatGPT 广告库存。
- 影响:依赖搜索投放的企业获客成本结构需要重算,已有广告主转出 10% 至 30% 的搜索预算;ChatGPT 广告位经 Magnite、PubMatic 等第三方开放,品牌方多出一个早期可尝试的新渠道;本轮中期选举周期 CTV 支出超过有线电视,视频预算迁移有了数据支撑。
- 参考:可考虑以 10% 至 30% 的预算迁移幅度为基准重测各渠道回报,试投 Meta、ChatGPT、YouTube 或 Demand Gen;值得通过 Magnite、PubMatic 了解 ChatGPT 广告位的接入条件与定价。
- 依据:Magnite 与 PubMatic 签约出自 The Information 报道,10% 至 30% 转出比例来自 Digiday 引述的营销专家说法,均为转述口径;Alphabet 增速放缓与股价下跌为公开财报信息。
Tuesday, November 3rd, 2026 – 12:03 am
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Howdy Partner
OpenAI has been following the classic walled garden platform playbook for its ChatGPT advertising business. But people often forget that the first few pages are about opening up ad inventory to third-party intermediaries – before the walls go back up, of course.
YouTube allowed third-party ad serving … for a time. Facebook bought and then quickly shuttered the Atlas ad server. Amazon Prime once had a DSP partner program with full third-party programmatic visibility – but then dataxu, one of its partners, was acquired by Roku (so, buh-bye). The Trade Desk, the only other vendor in that program, was quietly cut off a few months later.
OpenAI may now be at that same early point in the cycle. The Information reports that Magnite and PubMatic have signed deals to “fill unused ad space” for ChatGPT. And they’re just the latest additions to OpenAI’s growing roster of ad-tech partners, which already includes LiveRamp, Criteo, StackAdapt and even Amazon Ads.
But this partner push has a pointed subplot: OpenAI’s VP of partnerships, Samantha Jacobson, was until recently The Trade Desk’s chief strategy officer. Jacobson announced her departure in May amid TTD’s painful exodus of senior executives. Now she’s helping build partnerships at one of the most coveted new media platforms in the world.
At TTD, the reaction may very well have been: “Don’t be a stranger. Seriously.”
Shillpilled
Prediction markets Kalshi, Polymarket and Novig want to be household names. So they’re trading on the reputations of their celebrity spokespeople.
The sheer number of celebrities signing on to promote these controversial companies proves that the concept of “selling out” is officially dead, writes Amanda Mull at Bloomberg.
Consider a star-studded ad campaign Polymarket launched in September, featuring sports megastars Lebron James, Derek Jeter and Eli Manning, actors John Leguizamo and Alexandra Daddario, director Spike Lee and supermodel Emily Ratajkowski, to name a few. Or Novig’s headline-grabbing campaign with actress Sydney Sweeney.
It makes sense for Polymarket and Novig to associate themselves with these names, Mull writes. A March poll by Ipsos found that just 20% of respondents were familiar with the platforms, despite extensive marketing.
But what makes less sense is why celebrities would promote these companies, Mull argues. The same Ipsos poll found that, among consumers familiar with prediction markets, 40% viewed them as bad for society, while 60% thought they were no different than gambling.
Celebrities used to avoid tying themselves to such brands. But in this era of intensely devoted fandoms, “celebrities and influencers announce new ad campaigns and brand sponsorships to excited, congratulatory fans as though they are awards,” Mull writes.
So, if every celebrity is selling out, there’s nothing to criticize, she adds. “Maybe that’s why so many people agreed to be in that Polymarket ad at the same time – safety in numbers.”
Slowing The Search
Ad buyers are scrutinizing their Google search budgets more than ever, Digiday reports. And for good reason, too. Now that AI Overviews are encouraging users to click through at lower rates, those ads aren’t performing as well as they once did despite higher CPC rates.
One marketing expert told Digiday that he’s seen some advertisers reallocating 10% to 30% of their Google search budget into other channels. Others claim that some of their clients have started moving money into Meta and ChatGPT or into other Google products, including AI Max, YouTube and Demand Gen.
That shift in advertiser spending seems to mirror similar trends happening at Google overall. Last week, Alphabet’s stock price dropped over 10% after the company’s latest earnings report revealed a slowdown in search advertising revenue growth, which SVP and Chief Business Officer Philipp Schindler attributed to lower monetization of its AI Mode.
Meanwhile, Google is sticking to its assertion that AI-powered advertising campaigns and a more “conversational” search experience will ultimately provide greater value to advertisers in the long run. Which assumes the company won’t run out of money by then – a pretty fair assumption, given that it earned $127.6 billion in Q3 this year alone.
But Wait! There’s More!
Publicis officially closes its acquisition of LiveRamp. [release]
AdImpact data suggests that CTV ad spending overtook cable for the first time during this midterm cycle. [Adweek]
Anthropic only made $17 billion in revenue last quarter, but still plans to spend more than $895 billion in the coming years. [Bloomberg]
“NFL RedZone” anchor Scott Hanson says league executives are to blame for commercials being added to the channel in 2024 and for its ad load steadily increasing since then. [Yahoo! Sports]
The New York Times, Chicago Tribune and several other publications are suing the makers of web browser Brave for unlawful AI scraping and bypassing paywalls. [The Verge]
An anonymous group of advertising execs wants the UK government to do more to prevent the industry from funding hate speech on social media. [The Media Leader]
You’re Hired!
OpenX hires Robert Horler as its new CEO. [release]
Netflix brings on Darshan Kantak as VP of ads platform. [TheWrap]
Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here.
来源:AdExchanger · adexchanger.com