The Information's TITV

OpenAI Rolls Out Ads, AWS Weighs AI Content Marketplace for Publishers, How OpenClaw Agents Think

39 snips
Feb 10, 2026
Rocket Drew, AI and robotics reporter, explains how OpenClaw agents learn new skills and trade-offs. Rishi Jaluria, software equity analyst, breaks down CEO changes and valuation pressure in software. Catherine Perloff, Amazon reporter, outlines AWS’s plans for a publisher content marketplace. Anne Guillen, e-commerce reporter, covers OpenAI’s ad rollout, shopping ambitions, and tough tax hurdles.
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INSIGHT

OpenAI's Early Ad Strategy

  • OpenAI began showing ads to logged-in US users on free and Go tiers as an early revenue test.
  • Ads charge per view not per click and OpenAI offers opt-out with reduced messages and lower rate limits.
INSIGHT

Sales Taxes Complicate ChatGPT Shopping

  • Taxes and sales‑tax laws are a major barrier to scaling shopping inside ChatGPT.
  • States vary widely and laws often assign tax responsibilities to platforms that facilitate payments.
ADVICE

Hire Compliance Experts Early

  • Companies expanding into commerce should staff compliance and tax experts early, not later.
  • Hire talent with marketplace, payments, and tax experience from firms like Amazon or Shopify.
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