Marketplace All-in-One How AI is changing the advertising game
Feb 16, 2026
Gil Luria, Head of Technology Research at D.A. Davidson, explains how AI is upending online ads and agency workflows. Lauren Seidel Baker, Economist at ITR Economics, outlines near-term inflation drivers like tariffs and energy. They explore AI-driven ad formats, in-chat ads, faster campaign testing, and how agencies must adapt or fall behind.
AI Snips
Chapters
Transcript
Episode notes
Search Behavior Shift Threatens Traditional Ads
- AI chat interactions change how consumers access information and reduce traditional web ad impressions.
- Advertisers must rethink placement, pricing, and format as user behavior shifts to conversational interfaces.
Established Ad Systems Are Fragile
- The existing ad ecosystem is finely tuned around search and click behaviors developed over years.
- Introducing conversational AI disrupts that finely tuned system and forces new ad strategies.
Prepare For Ads In AI Chat Services
- Expect ads inside free tiers of ChatGPT and Gemini as companies monetize usage.
- Design unobtrusive ad experiences to keep consumers engaged with AI chat products.