ChatGPT ads and evolving ad pricing

Jonathan Carson, Co-founder and CEO of Antenna, discusses how measurement in streaming is evolving and why it remains inconsistent across platforms. With experience from Nielsen, The Trade Desk, and Vevo, he shares how subscription data, signups, and shifting viewing behavior are influencing how performance is tracked today. The conversation looks at the gap between traditional measurement approaches and the current streaming landscape. 

Takeaways

• The shift from linear TV to streaming is complex and requires measuring both systems at the same time
• Measurement challenges are driven more by industry transition than by any single company’s failure
• Nielsen’s role is evolving, but legacy pressures make rapid change difficult
• Subscription, churn, and content engagement data are becoming increasingly important signals
• Programming plays a major role in driving signups and cancellations across streaming platforms
• The future of measurement will involve multiple providers rather than a single standard
• Data’s role in CTV is significantly larger than it was in traditional linear TV
• Sports and live content are accelerating the need for better streaming measurement
• Ad-supported streaming tiers are growing quickly and changing how inventory is sold
• Measurement is expanding beyond audience reach into performance, retention, and content impact

Chapters 00:02 Introduction to Jonathan Carson and streaming measurement 03:26 The state of chaos in streaming measurement 06:56 What Nielsen’s Gauge is and why it matters 09:44 Alternative currencies and the post-Nielsen measurement push 12:32 What Antenna does and its subscriber measurement model 13:30 Subscriber Views and content-driven churn 14:52 Netflix ad-plan growth and show-based CTV buying 16:15 The future: multiple measurement providers 17:41 Podcasting, YouTube, and measurement fragmentation 19:08 Sports rights and streaming measurement pressure 20:41 Paramount, UFC, and subscriber retention 22:01 News refresh: platforms, AI, and people moves 22:20 Index Cloud and SSP-side compute 26:12 Unity data through Index curated marketplaces 27:06 The Trade Desk launches Kokai Agents 29:49 TTD replaces the periodic table UI 30:35 Claude Design and AI-generated collateral 33:14 ChatGPT ad pricing shifts to CPC and lower CPMs 34:19 Kevin Weil leaves OpenAI 34:42 Magnite executive departures 35:55 Fluency hires Eric Picard 36:20 Netflix ad revenue and programmatic growth 37:24 Ari’s Beeswax SSP integration dilemma 38:28 Closing and where to find Jonathan Carson

Learn more about your ad choices. Visit megaphone.fm/adchoices