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Three signals this week about the future economics of AI search.
This week in AI search 👇
⛔️ Perplexity says no to ads: Following the backlash to OpenAI’s decision to integrate ads within ChatGPT, Perplexity has taken the high road and decided that ads aren’t going to form part of the platform.
Perplexity’s CEO, Aravind Srinivas, believes that “Ads in AI will hurt trust”, however - could it just be that they were unable to make ads work in platform? Taz Patel, Perplexity’s former ad chief, left the business last August whilst in Q4 2024, Perplexity’s ad business generated a paltry $20,000 in revenue. Demand for the chatbot has declined since November, combined with their mentions in the press.
⚖️ OpenAI boosts revenue forecast, same for costs: The Information is reporting that OpenAI will generated 27% more revenue than what was previously stated BUT it will also burn through TWICE as much cash as well. In 2026, Sam Altman expects OpenAI to spend $25billion and $57billion in 2027. The takeout - the prize is huge but getting there is going to take a gargantuan effort.
Source: The Information
🔗 Google says AI will offer more links: Zero-click is real. The threat of having your brand discussed in an AI Chatbot where you have no visibility (unless you’re an Obsero customer of course!) is becoming a reality and the criticism from publishers has been immense.
However, Google’s VP of Product for search, announced on X that groups of links will appear in a pop-up when a user hovers over them (on desktop).
Maybe the ten blue links are not quite done with just yet.
Upcoming Franc Talking discussion
🎬 Preview of my discussion with Harry Clarkson-Bennett
Next Sunday's full issue features a deep dive with Harry Clarkson-Bennett, SEO Director at The Telegraph.
Harry lifts the lid on how one of the UK's biggest subscription publishers approaches Google Discover, why he thinks the "golden hour" of engagement is now make-or-break for news content, and how the Telegraph has restructured its entire SEO team to reflect the very different demands of news versus evergreen content.
He also shares the tool stack keeping them ahead of the curve - and some genuinely candid thoughts on where most publishers are still getting it wrong.
If you work in publishing, you won’t want to miss this. If you know someone in publishing that this would useful to, please forward this preview on!
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The best articles I’ve been reading this week on AI Search
📖 What I’ve been reading this week
The best articles this week on AI Search and how it affects business, marketing and tech.
🤖 AI
Why ads are coming to your AI chatbot (Sub required)
Pinterest Calls ‘Code Reds’ to Revive Growth Amid AI Threat (Sub required)