
OpenAI's Sponsored Agents turn an ad click in ChatGPT into a dialogue with the merchant's own agent, and a same-day experiment on language-model recommenders shows the disclosure label is the weak instrument: the party the agent works for moves the recommendation more.


| Dimension | What the evidence shows | Gate to set | Action now |
|---|---|---|---|
| Named principal | The sponsored listing's penalty falls from 50.2 to 29.2 points when the agent is delegated by the platform 6 | The system prompt names one principal, with a version | Freeze the sentence and diff it on every change |
| Disclosure wording | "Sponsored" cuts paid selection overall, and the principal gap survives when the placement is attributed to the platform 6 | Wording treated as a measurable dial | Log the agents' reading of the label |
| Surface separation | The sponsored conversation is stated as distinct from ChatGPT's answers and from the original thread 1 | A user can name the thread they are in | Test recognition after a long conversation |
| Buyer measurement | Under 1 percent click-through, no conversation-level reporting, in-platform clicks that do not reconcile with advertiser analytics 5 | Conversation- and outcome-level reporting | Ask for it before core budget moves |
| Business context | $1B annualized run rate inside 200 days, excluding ad credits, against an April projection of $2.5B for 2026 49 | A cost target per qualified conversation | Model it before the next commitment |
| Window | The US pilot is live; Shopify's app opens internationally on September 23 12 | Scope decided before the market widens | Instrument during the pilot, while it is small |
Evidence boundary: OpenAI runs the ads business and reports its own revenue, advertiser and partner counts; its statements about labeling and about advertising not influencing answers are its own commitments. The performance critique comes from agencies that buy the channel. The choice-share figures come from controlled choice experiments on matched listings in a research setting, on language models rather than on any live assistant. The demand for independent measurement is reported second-hand from the Australian ad trade press.
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