This Week in Startups

What’s REALLY going on with those “ads” in ChatGPT | E2220

Dec 9, 2025
Lon Harris, an editorial director and media commentator, dives into the buzz around ads in ChatGPT, revealing it was just a Target integration invitation. He discusses the implications of AI ads and whether OpenAI is waiting for competitors to jump in first. The conversation shifts to the Warner Bros Discovery-Netflix deal, unpacking its complexities and strategic motives. They also touch on the potential of antitrust concerns in future mergers, framing it all within the rapidly evolving media landscape.
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INSIGHT

Target Module Was An Integration, Not An Ad

  • The viral Target card in ChatGPT was actually a Target integration invitation, not a covert ad insertion.
  • OpenAI and Target partnered to bring in-app shopping modules, and OpenAI says there are no live ad tests right now.
ADVICE

Designate One Owner For Partner Promotions

  • Assign a single owner to manage partner promotions and UX before launch to avoid sloppy executions.
  • Create a partnerships coordinator role to shepherd how integrations look in the product.
INSIGHT

Ads Likely Fund Free AI As Competition Intensifies

  • Jason predicts consumer-paid revenue share will shrink and advertising will fund free access as competitors improve.
  • He expects OpenAI to prepare ad infrastructure quickly to match whoever launches ads first, like Google.
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