On today's MadTech Daily, we cover TikTok using Pixels to track performance beyond its platform, Amazon launching Prebid Adapter Beta to connect ad demand, and UK Lords backing social media ban for under-16s. OpenAI confirmed it will begin testing ads in ChatGPT, marking a significant shift in how the AI assistant is monetised. The ads will be trialled with free users in the US, appearing in clearly labelled placements above or below chatbot responses, while paid tiers remain ad-free.
ADT (NYSE:ADT) operates the traditional model: 6.5 million customers paying monthly fees for 24/7 professional monitoring. The company generates $5.11 billion in annual revenue, with $1.10 billion from recurring monitoring subscriptions. Their strategic bet centers on the ADT+ platform, integrating AI capabilities through a partnership with Google (NASDAQ:GOOG). Resideo Technologies (NYSE:REZI) brings Honeywell Home, First Alert, and Control4 brands to 150 million spaces worldwide.
If you look at the holding companies, apart from Publicis and maybe Havas, which is growing at a small level, nobody else is growing. So really, it's the big platforms... their positions get reinforced. The big bananas are going to become even bigger. It's the six platforms - Google, Meta, Amazon, TikTok, plus ByteDance and Alibaba in China. Those are the big players and the problem for the regulator is they're going to get bigger.