HeyJaredThe AI Ad Economy
The AI Ad Economy follows the money as AI transforms how brands and retailers reach consumers.
- Indexed issues, last 90 days
- 11
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- Sep 24, 2026
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- Jul 9, 2026
Latest issues
AI Wants In. Retail Media Isn’t Sold (opens the original)
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Hello from the RetailClub AI Festival in Huntington Beach CA! Today, I’m moderating an interactive discussion called “When Chat Becomes the Channel: Advertising in the Age of AI Assistants.” Look for my takeaways from RetailClub on LinkedIn in the coming days.This week, Amazon blocked Meta’s Muse app from accessing its store. At a retail media conference last week, I heard strong resistance to sharing customer data with AI platforms. Together, these developments reveal a growing battle over who
What Kind of Media Channel Is AI, Anyway? (opens the original)
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Hello from Palo Alto! On Tuesday I spoke at Ascendant Network’s Digital Ascendant conference, and yesterday and today I’m attending Ascendant’s Retail Media Network Americas Boot Camp. AI has been a huge topic of conversation across both events.Q4 is shaping up to be a pivotal quarter for the growth of advertising in AI platforms and experiences. Yesterday, OpenAI confirmed it’s testing sponsored agents — a new ad format that opens into a conversation with a brand within ChatGPT. It’s the kind o
I Tested Muse, Meta’s Agentic Commerce App (opens the original)
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Hello from Seattle! Last night I went to the Seattle Seahawks’ season opener. My ears are ringing and my voice is shot. Earlier in the day, I spent time poking around Meta’s new agentic commerce app, Muse. I’ve been pretty critical of Meta’s missteps in AI (I’m not the only one), so there’s a lot riding on Muse. Check out my experience—and my verdict—below. Did you try Muse? What did you think? Subscribe nowTHE MAIN STORY
AI Media’s $200 Billion Opportunity Is Coming Into Focus (opens the original)
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Hello from San Francisco! In between meetings I’m walking (literally) down memory lane. I lived near the Embarcadero Center for one year, pre-kids, pre-Seattle, and it was a transformative experience. This week, OpenAI revealed it’s on a $1 billion ad revenue run rate. It seemed like a good time to revisit an argument I made a few months ago about the potential size and scale of AI media—the market for advertising across AI-native and AI-infused platforms and experiences. Also, I want to welcome
What Will ChatGPT Advertising Grow Up to Be? (opens the original)
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Hello from Seattle, where I’m enjoying the last few 80-degree days before it turns cooler by working outside as much as I can. Today I’m analyzing OpenAI’s 6-month old advertising baby: what we’ve learned so far and what lies ahead. Also:The numbers behind The AI Ad Economy: There’s a gap between consumer willingness to use AI for holiday shopping and retailer readiness. Maybe we call it the “HolidAI”gap?New! What I’m Reading This Week: I’m trying something new in place of my usual new
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