Topic

Retail and Commerce Media

Advertising sold on retail platforms, where spend decisions are judged mainly on attributed return.

Current clusters

invest3 publishers

Amazon takes its near-zero DSP fee into OpenAI's ChatGPT ad pilot

Amazon's DSP has been charging close to nothing on guaranteed buys where The Trade Desk historically took 15 to 20 per cent. It carries that spread into a ChatGPT pilot that names one advertiser and no volumes.

Publishers:cnbc.comdigiday.comqz.com

Perspective Coverage

3 publishers

Builder: Builder 12%
Operator: Operator 37%
Investor: Investor 51%

Reality

Evidence62
Adoption38
Hype gap+25
Incentives78
Confidence64

leadership4 publishers

The FTC's soft-reserve allegation lands the verification problem on the advertiser's desk

Regulators say a synthetic bid quietly lifted the clearing price inside Amazon's ad auctions. The awkward part for buyers is that the only party who can confirm their own exposure is the party being sued.

Publishers:businessinsider.comcbsnews.comforbes.comtheguardian.com

Perspective Coverage

4 publishers

Builder: Builder 19%
Operator: Operator 41%
Investor: Investor 40%

Reality

Evidence58
Adoption30
Hype gap+18
Incentives76
Confidence64