Mayer's comments also hint at potential business opportunities for AI providers like OpenAI and Perplexity. As AI compute costs increase, these companies could partner with advertisers to provide sponsored answers to specific queries that align with what the user is searching for. This could open up new revenue streams for AI companies.
Key takeaways:
- Marissa Mayer, former CEO of Yahoo and current CEO of Sunshine, believes that the rise of AI tools will compel advertisers to share more data than ever before to provide consumers with the most precise and detailed answers possible.
- Mayer used the example of concert tickets, suggesting that in the AI era, people will want to see specific details like available seats, their location in the stadium, and pricing, requiring advertisers to partner more closely with search engines.
- She believes that companies like StubHub or Ticketmaster would be willing to provide this level of detail, citing the trend of more advertisers giving full information of their inventory and other data aspects.
- This scenario could also present a business case for pure-play AI providers like OpenAI and Perplexity, who could partner with advertisers to provide sponsored answers to specific types of queries.