Users are telling AI assistants exactly what they want to buy. Panxo’s signal layer identifies them on publisher sites and makes them targetable through Prebid and major SSPs.
Here’s a question I keep asking media buyers: what’s the most you’d pay to reach someone who just spent ten minutes telling an AI assistant exactly what product they want to buy?
Most say $10, $20, $30 — it depends on the vertical, but the answer is always high. That level of declared intent is what makes search advertising a $300 billion market.
Now here’s the follow-up: that same user lands on a publisher site thirty seconds later, still carrying the same intent. What do you pay for them there?
Three dollars CPM. Maybe five.
Not because they’re worth less. Because you can’t see them.
The biggest mispricing in digital advertising.
No DSP, no SSP, no identity solution in the current programmatic stack can tell a buyer that the user on a publisher page just finished a detailed AI conversation about the exact product category being advertised.
On Google Ads, reaching this user at the moment of intent costs $25 to $50 per click for competitive keywords. On the publisher page where they land moments later — carrying identical intent — they’re available as a $3 CPM display impression.
That’s not a pricing gap. It’s an information gap. The intent is there. The signal isn’t.
And the scale is real. ChatGPT alone has over 800 million weekly active users. Similarweb measured over a billion AI-to-web referral visits in a single month in 2025, growing 357 percent year-over-year. Meanwhile, Google referrals to publishers fell 33 percent in the same period, according to Chartbeat and the Reuters Institute.
Sequoia ID closes the gap.
Sequoia ID is Panxo’s signal layer, deployed across a growing network of publisher sites. It identifies users who have interacted with AI assistants — not just the small percentage with a visible ChatGPT referrer, but the broader audience whose decision journey includes AI — and makes them targetable.
AI source targeting. Which assistant did they use — ChatGPT, Perplexity, Claude, Gemini, Google AI Mode? Each carries a different audience profile. Early campaign data shows meaningful performance differences across sources.
Intent depth. Engagement patterns and behavioral signals indicate where the user sits in the funnel — early research, active comparison, or ready to convert.
Content affinity. Real-time segment classification — business, tech, commerce, finance, lifestyle — matched against the content being consumed.
And it scales. Extended AI Reach (EAR) multiplies the addressable audience by three. When Panxo detects an AI-influenced visitor, it builds an anonymous profile. On every subsequent visit — even from organic search or direct — the user is recognized and available for premium targeting. This is why “AI traffic is too small” is the wrong objection. The detected audience is the seed. EAR is the multiplier.
Access it through the platforms you already use.
Via Prebid. Panxo’s RTD module enriches bid requests with Sequoia ID signals — audience segments in ortb2.user.data, intent data in ortb2.site.ext. Any DSP receiving bid requests from a Panxo-enabled publisher gets these signals automatically. For buyers who want to bid specifically on AI-influenced impressions, Panxo’s bid adapter is available as a standard Prebid bidder.
Via private marketplace deals. Direct access to AI-audience inventory through Rubicon, PubMatic, Xandr, TheMediaGrid, and Equativ. Target by AI source, intent level, geography, device, and content category.
No PII. No fingerprinting. No compliance headaches.
Sequoia ID profiles are anonymous. Built from behavioral signals at the publisher level, not from PII, not from device fingerprinting, not from cross-site browsing history. The system performs in cookieless environments: Safari, Firefox, and every browser where traditional identity is degrading.
For agencies navigating the tension between performance targeting and privacy compliance, Sequoia ID offers something rare: a high-intent audience signal that doesn’t depend on the identity infrastructure the industry is being forced to abandon.
The early-mover window is open.
Every new targeting signal follows the same curve. Early movers get premium performance at low competition. Then the market catches up.
Sequoia ID is at the beginning of that curve. The AI-influenced audience is already visiting publisher sites at scale. The intent signals are already being generated — billions of them, every day.
The advertisers who test now will learn the most, pay the least, and build the playbook everyone else follows later. The question is whether your buying platform can see this audience — or whether you’ll keep bidding blind on the most qualified consumers in digital.
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