Marketecture: Get Smart. Fast.
00:46:02 · Eric Franchi, Ari Paparo
[00:46:02] S1: Alright. One more on the on the OpenAI front before we call it. So this was a bit of news that came out in the information. It was not, I think, confirmed or announced by the company, but apparently, Chat GPT is now working with both Magnite and PubMatic. Sent both stocks popping on the day, by the way. And when it was interesting, it was like almost a throwback issue new, use case, which is like they're using it for Rembrandt in some way and connecting it to their own, like, you know, advertiser direct efforts. I don't know if that was right. Kinda feels a little bit weird, but it's good for them. [00:46:38] S0: Yeah. My reading was that that was incorrect interpretation interpretation of the Felt it. Yeah. It... I feel I feel like this is just bidding the same way StackAdapt and Criteo are bidding. Criteo. Yeah. So it's a different different source of demand. If if they were, like, taking the demand from RTB and transforming it into text or something, that would be probably much bigger news. I do not think that's what's happening. I think I think this is just a straightforward API integration for the the direct demand from those two companies that exist because they're both doing direct demand. Also, there's a lot of chatter about... In Criteo's earnings call about their relationship there and about how it's expanding in volume, like the number of advertisers, but there's still no metrics on performance, repeat usage, revenue, or anything like that. So the markets are kinda starving for information about this.
00:46:38 · Ari Paparo, Eric Franchi
[00:46:38] S0: Yeah. My reading was that that was incorrect interpretation interpretation of the Felt it. Yeah. It... I feel I feel like this is just bidding the same way StackAdapt and Criteo are bidding. Criteo. Yeah. So it's a different different source of demand. If if they were, like, taking the demand from RTB and transforming it into text or something, that would be probably much bigger news. I do not think that's what's happening. I think I think this is just a straightforward API integration for the the direct demand from those two companies that exist because they're both doing direct demand. Also, there's a lot of chatter about... In Criteo's earnings call about their relationship there and about how it's expanding in volume, like the number of advertisers, but there's still no metrics on performance, repeat usage, revenue, or anything like that. So the markets are kinda starving for information about this. [00:47:28] S1: Yeah. Yeah. I I gotta think that at some point, it it it kicks in, and it becomes, you know, a significant part of their business. But TBDN one. Right? [00:47:37] S0: Exactly. We'll be waiting for the s one. Probably early next year, I think, is what people think. Let out... Let Anthropic go out first. That's a plan. You know, wait wait for the space data centers, then go public. [00:47:49] S1: Yes, sir. All here? [00:47:51] S0: Alright. Let's call it here. This was a great conversation. So many earnings. We'll be back next week. Think we'll have trade desk earnings, which is the one everyone's waiting for.
00:47:51 · Ari Paparo, Eric Franchi
[00:47:51] S0: Alright. Let's call it here. This was a great conversation. So many earnings. We'll be back next week. Think we'll have trade desk earnings, which is the one everyone's waiting for. [00:47:59] S1: Yes. It is. Alright. See you next week, everybody. [00:48:02] S0: See