Podcast: Digital Advertising’s M&A Resurgence (with Maor Sadra) — Thread

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Anonymous Deer 1632 Sep 1, 2026 2:55 pm

As ChatGPT scales to be an important Ads publisher - do you think this will be new incremental growth for the e-commerce ecosystem or come at the expense of the growth of some of the existing players? If they sell Ads closest in style to Meta - will Meta not grow by the amount ChatGPT grows, or is there so much latent demand for well-targeted display ads - that ChatGPT's growth will be incremental, or could it come from the Google / Amazon budgets via changing consumer habits?

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