TLDR AI · DEEP DIVES & ANALYSIS

MONETIZING AI SURFACES: ADS IN THE AGE OF AI

tanayj.com10 min read

Summary from the TLDR AI newsletter

OpenAI is planning to take two approaches to monetizing its free tier: classic intent-based ad formats and affiliate fees on native checkout. Long term, the Ads opportunity for the company is massive and could even be a Google, Meta, or TikTok scale opportunity. A shift to advertising to agents could change the fundamental nature of what ads look like. The winning ads will probably work less to persuade humans and look more like offers that make the user better off.