ChatGPT will break the Google-Meta ad duopoly.

And it’s about time!

Many argue that ChatGPT ads are just the natural evolution of search ads in the AI era.

And as long as Google doesn’t mess up, OpenAI will struggle to compete on the same turf.

But the numbers tell a different story.

ChatGPT ads are a completely different beast than search ads.

In traditional search, ads usually appear immediately after the query.

Google’s AI Mode does the same.

98% of AI Mode ads appear after the first prompt.

But ChatGPT behaves very differently.

Only 44% of ChatGPT ads appear after the first prompt. More than half appear later, within an ongoing conversation.

They naturally blend in, showing up only when the intent is the highest.

ChatGPT conversations with ads last around 20 turns on average. Exactly the same as those without ads.

72% of GPT ads are not shown on the final message. Users usually keep chatting after seeing an ad.

On average, they continue for more than four additional turns.

In other words:
ads don’t kill the user experience, unlike many might fear. They enhance it. And there’s room for many more.

Lately OpenAI launched an ad manager, CPC bidding and it’s working on a pixel.

We’re literally witnessing the rise of a brand new advertising channel.

Not search, not social, not display.

Something completely new.

Today, only around 1-2% of AI conversations show ads. So the headroom is massive!

This is good news for marketers who can finally diversify their media buying away from the big two.

Exciting times ahead!

Source: Similarweb