One man brand. Co-founder/COO https://xitter.cf/t.co/SkdzP7AhXk. Former co-founder @urchinbiz (acquired by @Google) & @GoogleAnalytics. Dir Product Growth @Chrome, @Gmail, etc.

San Diego, CA
Joined July 2007
The monetization layer for AI will be advertising. @benthompson lays it out plainly and accurately. Same thing that happened with the web, search, social, video, audio, mobile apps, etc. if you want something to be universally free and accessible, that's the answer. @adzen_ai
Ben Thompson on the two things Silicon Valley relearns every 10 years: 1) "Consumers do not want to pay for software" 2) "Consumers do not care about being productive" "If you're going to be in the consumer market, you have to be doing advertising. We went through this in early SaaS. The canonical company for this is Dropbox. They had to rebuild the whole thing and realize the only way we're going to make money is by selling to companies. You literally had OpenAI replaying the Dropbox story, but at like 100x the size. We're going to sell subscriptions to consumers. And they did. They sold a lot, but they didn't sell enough. If they had leaned into advertising immediately, as soon as ChatGPT was a hit, I think they would have a great ad product right now. Charging people money is hard. Giving people things for free is easy."
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The trick is getting the ad format right. What worked in the web (behavioral) won't work in AI. The medium is too personal for annoying, disruptive and irrelevant ads. They have to be part of the conversation, not a distraction. That's what we built @adzen_ai
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This is a fantastic piece by @kirbyman01. Very thoughtful. Very accurate. Very applicable to what we're doing at @adzen_ai
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Seems like a good time to get this news out there... Ads in AI is a very hot topic right now.
AdZen Secures Funding to Revolutionize Advertising in Conversational AI We’re excited to announce that we have closed our Seed Funding round, backing our mission to reinvent how advertising works in conversational AI and publishers as well. As LLMs become one of the most important discovery and decision-making surfaces on the internet, the industry faces a fundamental problem: How do AI platforms monetize without breaking trust, degrading user experience, or compromising privacy? At AdZen, we believe advertising must evolve with the medium. We’ve built a content-first, privacy-friendly advertising platform designed specifically for conversations; not banners, not interruptions, but relevant brand engagement that fits naturally inside AI and web experiences. “As people are increasingly turning to LLMs for answers, AI companies need a way to monetize those interactions. Meanwhile, brands need a way to find their customers. We are thrilled to be supported by this badass group of investors who share our vision of restoring balance to the digital ecosystem,” from our CEO and Co-Founder Spencer Bardsley. “This funding will help us accelerate our mission, bringing effective monetization solutions to AI platforms and web publishers worldwide, while continuing to prioritize user trust and experience.” Investors include: - Fiat Ventures @FiatVen - Inventus Capital Partners @Inventusvc - Silicon Valley Quad - Andreessen Horowitz @a16z - New Enterprise Associates @NEA - Bain Capital Ventures @BainCapital We’re especially proud to be supported by investors and operators who helped build the advertising ecosystems at Google, Meta, LinkedIn, Spotify, YouTube, AOL, and more, people who deeply understand both the power and the responsibility of advertising at scale. This funding enables us to: - Accelerate product development for LLM-native advertising - Grow our team across AI, product, and partnerships - Scale a monetization engine that prioritizes relevance, trust, and user experience Advertising has fueled every major technology shift. Conversational AI will be no different; but it demands a fundamentally new model. We’re building it. Reach out to discuss our Advertising Solutions, Publisher Monetization or AI Platform integrations. Additionally, we are actively hiring, so connect with us to learn more about our open positions and how we will help keep LLMs free for everyone to use. Onward.
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There's an entire AI ecosystem just waiting to flourish once a business model is in place. We aim to create that, provide revenue to offset token costs and help AI companies thrive. Opportunity for startups, selection for consumers, continued accessibility for everyone & less VC$
Ads are coming to AI. But they don’t have to ruin the experience. To quickly catch you up: @OpenAI announced ads are coming to @chatbotgtp . @Anthropic answered with a very public slam in yesterday’s Super Bowl ads. So what’s the path forward? First, what’s been stated publicly is that ads are going to start appearing in ChatGPT. These are image based ads. They appear to be somewhat related to the content of the conversation. They are paid per impression (not click) and Keyword is reporting they will cost $60 per impression, approximately 3x higher than ads on Meta, for example. And starting spend for a campaign is $200K. What OpenAI has made clear is that their ads are not impacting the organic results you are getting from ChatGPT, even though Anthropic’s new ad spots would imply otherwise. This approach is the playbook that we shared with OpenAI and one that we all agree is the right path forward. Read more here. adzen.ai/blog/ads-are-coming…
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Feels nice tweeting on @SpaceX
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I see a near future where ad supported models in AI will be the norm to allow access to LLMs for everyone. Don't want ads? Simply pay the subscription fee. Ads don't have to be annoying. They can be helpful and keep amazing things freely available. There are countless examples.
The debate around ads in AI isn't just heating up, it's boiling over. @OpenAI 's move to introduce advertising into ChatGPT was met with a swift industry backlash, humorously highlighted by @AnthropicAI 's upcoming Super Bowl ads that openly ridicule the concept. Our CEO, Spencer Bardsley, asks the question, ”Is the backlash warranted? The most used platforms today are ad supported. TV, social, video, search, mobile. The industry offers paid, ad-free options, but most consumers choose ad-supported models.” Our view at AdZen is that AI is no different. Ad-supported means greater accessibility and often more choices. But let's pause the noise and face a critical historical truth. Every paradigm-shifting technology, every mass-scale platform that has defined the modern digital era, has been powered by one engine: Advertising. Read more here: adzen.ai/blog/the-ai-ads-deb…
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Happy 20th anniversary @googleanalytics. We launched you on this day, Nov 14th, 2005. It took a ton of effort and a lot of convincing to get you live. Not too late for a founders award 😘. @impunity @mutzet @weschan @friedberg @pbotto33 @aldendesoto @jeromyhenry @avinash
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Why doesn't @WhatsApp have a built-in translation tool? It is used all over the world, and is especially popular in Europe.
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Yes, @reidhoffman I couldn't agree more. Let's save the internet. Keep it free with better ads, better privacy and more revenue to publishers as well as an ad supported business model for free AI services. That's what we're building at @AdZen_ai. @cdixon said something similar.
Might be a hot take: Ads keep the internet accessible. For example, people assign $17.5K of value to search a year, and $3.6K for maps. Instead of killing ads, let's use AI to make ads more relevant to users and advertisers. That itself is a form of service improvement.
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Replying to @cdixon
@cdixon, you aren't screaming into the abyss, we hear you and so do all of the publishers out there. The covenant of the internet has indeed been broken. Let's fix it by reconnecting the ecosystem. youtube.com/watch?v=KVfeQp1U…
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AI companies need a lucrative freemium business model. Advertisers need to connect with people. And publishers need a way to more effectively monetize their remaining content. We're fixing all of that at @AdZen_ai.
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Thanks for the great interview you did at @a16z. We wholeheartedly agree, the internet is worth saving.
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A 'swing for the fences' opportunity must have a team to match. I am humbled to be launching AdZen alongside Mate Benko, @brettc , @dereklefler , and Lance Loveday.
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Brett Crosby retweeted
Today, AdZen.ai takes flight, we’re launching out of stealth!
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🚀 Incredibly excited today to share what we've been working on at AdZen.ai. We built this business after recognizing the disconnect in the ecosystem created by AI. AI is unquestionably amazing, but people, websites and advertisers are all being disconnected.
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And at the same time, we all enjoy using consumer AI products, but for them to remain free (which we all want), there needs to be a business model in place. We created AdZen.ai to address these issues and restore harmony to the ecosystem.
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Thrilled to be working with this A+ team including Spencer Bardsley @mespiderman, Mate Benko, Derek Lefler, and Lance Loveday @loveday. 🚀 Read more and ask me anything. xitter.cf/adzen_ai/status/190745…
Today, AdZen.ai takes flight, we’re launching out of stealth!
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