Completely agree Tommy. Bigger issue is the layer below: a harness needs something to attach to.
The Fortune 500 has it. A warehouse, a data org, someone who owns the definition of a customer.
Most middle market companies don’t. The alpha is real. It's just unresolved. A mess of systems, none of them agreeing or viewing the business the same way.
Enterprise fixes that by authoring an ontology per company. Forward deployed, months, six figures. That math never reaches most of the mid-market.
Author it once per vertical instead, with the ability to calibrate in hours, per company. Same objects, different context, rules, logic per businesses.
That's the layer we have been quietly building the past year. We started with one $700B vertical.
I spent 15 years helping Facebook, Square, GoPro, and some of the fastest-growing companies in the world win with data. Then I bought a small electrical company. What I found inside that business changed how I think about an entire industry.
It won’t be long until we start to see crazy high performing ad formats in LLMs. There will be a massive arbitrage opportunity like when Facebook ads came out.
But it won’t require much work from media buyers, it will be fully automated. You set your budget then targeting, creative, etc are all done for you and you get chat based updates like working with an expert agency.
Ad formats will be very native / organic. I could envision something like what Facebook tried to do with ads in Messenger but contextual to the conversation you’re having.
Micro-interactions / conversations, permission based “want to see a demo of this? I’ve seen good reviews…” like recommendations from a friend embedded in your chat. You may not even know it’s an ad.
Imagine the relevance and targeting when an AI has so much context on your conversations, preferences, etc.
Actions could also be embedded in ad units like browser use or something. It costs more tokens but you’ll pay a higher CPM or CPC etc when an agent opens the browser and shows someone around. You won’t even have to pull out your credit card, checkout will be seamless.
Everything is an ad network.