Eric Siu breaks down where ads are heading: in-app conversions, platform partnerships with Stripe and Shopify, and the rise of the Agentic Commerce Platform. He covers dynamic ad creative, including personalized movies and YouTube-driven personalization.
I think the future of ads is one, you're going to have more in-app conversions because you're already seeing it with the Stripe API. They partnered up with Stripe, Shopify, and Google had partnered up to do that, right? ACP, Agentic Commerce Platform, that's what it was, okay? But I think you're going to have a lot of things happening. We had talked about dynamic movies in the past, right? You might watch an Indian movie, I might watch a Chinese movie or whatever, but it's the same movie but it's being personalized. Yes. I think that's going to happen with ads because Google has all of your data already. They have YouTube, they have everything. So maybe you're watching a YouTube video and then all of a sudden it's like instead of You know how like when people watch soccer games or basketball games, like the ads are dynamic, right? It's gonna be dynamic, but it's gonna be a lot more tasteful. That's coming down the road, I think.
