The Business Engineer

The Business Engineer

The AI Advertising Wars

Gennaro Cuofano's avatar
Gennaro Cuofano
Jan 27, 2026
∙ Paid

Three years after ChatGPT shook Google to its foundations, the AI advertising wars have finally erupted.

But what looks like a competition for ad dollars is actually something more fundamental: a protocol war that will determine who captures value at the moment of decision—and what happens to the $300 billion advertising economy built on a different architecture.

The structural shift isn’t from “Google ads vs. OpenAI ads.” It’s from attention-based monetization to intention-based monetization. The protocols announced in January 2026 are the infrastructure for that transition.


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