Keleops

Netflix and OpenTable Embrace Ads Amid Industry Shifts

Netflix has seen renewed advertiser interest after growing its ad-supported subscriber base and upgrading programmatic capabilities, including a recent partnership with Amazon DSP; its ad business still represents only 3.3% of total revenue. Amazon’s 2024 Prime Video rollout — making ads the default for subscribers unless they paid to opt out — is cited as a contrasting strategy that delivered immediate scale. Restaurant reservation platform OpenTable announced OpenTable Media, a new ads business that enables targeting on its website, email newsletters and via in-restaurant marketing, and offers aggregated diner data; pilot partners include Diageo, Cobra Beer and Ghirardelli. The roundup also highlights a Google notification incident blamed on systems (not AI) and several industry hires, including Comcast Advertising’s appointment of James Borow as general manager of Universal Ads.

OpenAI Unveils Lightning-Fast Codex with New Cerebras Chip

OpenAI announced a lightweight, low-latency version of its coding agent Codex called GPT-5.3-Codex-Spark, designed for faster inference and rapid prototyping. Spark is intended for real-time collaboration and shorter development tasks, and is available as a research preview to ChatGPT Pro users in the Codex app. To deliver the lower latency, OpenAI is running Spark on Cerebras’ Wafer Scale Engine 3 (WSE-3) as part of a recently disclosed multi-year compute agreement between the two companies reportedly worth over $10 billion. Cerebras’ WSE-3 is described as its third-generation waferscale megachip with roughly 4 trillion transistors. Cerebras also recently raised $1 billion in funding at a reported $23 billion valuation. OpenAI framed Spark as the first milestone in deeper hardware integration with Cerebras to speed model responses.

AdTech Profits Surge While Journalists Struggle to Earn

AdExchanger’s daily round-up surveys the ad-tech and news economics in 2025. It notes publishers earn relatively little from stories while aggregators and PR firms capture more of the downstream earnings, citing Breaking and Entering as a concise industry briefing. The piece highlights Marketecture’s AdTechGod as an example of monetizing industry content. A core signal is Meta’s move to bring ads to WhatsApp, a reversal that raises privacy concerns but is argued to support revenue, with analysis noting that ad growth slowed after 2022 yet remained healthy, aided by Advantage+ and cross-platform targeting. The round-up also covers Reddit influencing brand discovery via AI searches, Netflix testing broadcast TV within France, X suing New York over hate-speech disclosure, and major brands reducing Juneteenth marketing, among other tech/news items.