Jason Lemkin

I don't think you'll need App Loving to help buy ads on ChatGPT, just as you don't need App Loving for Google or Facebook.

You need App Loving and all that for everything else, mainly, right?

I think, well, maybe not App Loving, but Trade Desk in particular.

ChatGPT, OpenAI will make it very easy to buy ads on OpenAI, because everyone knows exactly how that's done.

You have this auction process, and you auction against Jason's intent.

And if Jason is online talking about OAuth, you run an auction process, a real-time auction process, and whoever wants OAuth the most is going to advertise against you.

So I think for the paid ads, all the value that's going to be captured is going to be captured by OpenAI, and there's not going to be an optimization engine.

And then you have the free content.

In other words, how do you make sure that the LLMs say nice things about you?

And I think that is an interesting business.

And as I say, I think in the US, the Profounds, the AirOps, the Evertunes, all those guys are super interesting.

Harry's got Peak in Europe.

But to your point on the trade, we missed the great trade because Adobe took it up.

SEMrush, which is the king of search engine optimization for Google, got acquired recently by Adobe.

And I think that acquisition only makes sense if their plan is as quickly as is humanly possible to introduce an answer engine optimization product.

Because they bought that thing for four times.

And that's why they bought it.

And I will admit.

They're not...

Best position is an interesting word.