AI Makes Advertising More Efficient Through Targeting and Agentic Commerce

Yes agents will be executing and we might be advertising to the agents.

@nikesharora The part worth pressing: agentic commerce might not make ads more efficient, it might bypass them. If my agent picks the vendor on price and fit, who is the ad persuading? Does ad spend shift from convincing people to ranking inside the agent's shortlist?

@nikesharora Enterprise moat, consumer scale – AI nails both.

Wouldn't it make sense to: 1. Offload a bunch of inference to the consumer's device by leveraging purpose-trained SLMs for specific tasks and then offloading larger tasks to the cloud?

2. Build ads-baaed monetization with offerings like Google's Spark and use that to offset the cost of inference?

@nikesharora Spot on re: substitution: ads as a % of US GDP has been remarkably stable going back decades.

@nikesharora we’ll see startups building products and even websites designed specifically for LLMs and agents not humans.