Andy Halliday

Let's talk about ads coming to chat GPT coming soon.

Uh, so this is, uh, in this progression,

In the consumer public, primarily, which is where you're going to monetize these things, in the consumer public, there's a lot of people who are in dialogue with ChatGPT on a daily basis.

They're talking to AI.

And that's going to become the first...

that people do out of habit before they navigate to a website to look at anything, if they're buying something or they're trying to consider a service offering, whatever.

And so when chat and conversation and particularly voice become the main model by which you interact with the web, what happens then to advertising?

So we've talked about this at length, which is, you know, does this challenge the fundamentals of AdWords and keyword search?

And, you know, I see this thing happening where instead of...

You know, having search keywords like you go to Google into the search box and you type in a short phrase that has the key terms that you want it to provide responses relevant to.

Instead, you're having a sort of a rambling conversation with chat GPT.

And it's using that prompt as those user inputs, I should say, rather than as sort of a packaged prompt.

So those user inputs in the conversation, it's using those as the context for presenting sponsored placements.

Okay, so this is what ChatGPT has to figure out as they deliver ads in the context of ChatGPT conversations with their users.

But they're doing that, right?

And so the main performance channel for advertisers will be, how do I get my ad to be a part of this conversation and do it in a way that maintains some level of neutrality on behalf of the assistant who's making these responses and presenting somehow a relevant sponsored ad

That is part of the conversation now.

So anyway, it's a very interesting thing.

I'm curious about how it will look.

Perplexity, as you know, was very early on in trying to implement perplexity shopping.