Within 2–5 years, AI will enable real-time generative ad creative and AI-curated product discovery with user-consented advertising.

ChatGPT now responds to open-ended questions with tappable follow-up questions, shifting the interaction pattern from typing to tapping.

“If you ask sort of an open-ended question, it can follow up with, you know, some follow-up questions that you can like just tap through an answer versus having to type everything out.”

50% of Ask DoorDash restaurant order trajectories result in orders from restaurants the user has never ordered from before.

“50% of trajectories of people using Ask Door Dash for restaurants. they're or 50% of those trajectories are people ordering from places they've never ordered from before.”

LLMs now enable image-based product queries such as 'here's a picture of a coat, what is it, where can I buy it?', a capability that would not have worked five to ten years ago but works now.

“Here's a picture of a coat what is it where can I buy that and like five years ago that really wouldn't 10 years ago that certainly wouldn't work five years ago probably wouldn't work now that should work.”

Speechify tests almost 1,000 AI-generated ads per day.

“We test almost a thousand day generated ads a day right now on top of the roughly 8,000 organic creatives we make with humans every single month.”

Within five years, users will ask AI assistants to surface a small curated selection of product options (e.g., shoes, trips) and actively consent to being shown advertising as part of that process.

“You say that in five years maybe you're will be in that situation where we're going to say okay show me show me some advertising.”

The share of CMOs who can use AI agents to run their own campaigns will grow from approximately 10% to 40% over time, as those who cannot are competitively forced out.

“If Jason is right and there's a correlation with success, then the one thing I do know is that economics is Darwinian and you know over time that 10 will become 20 will become 40 because the people who can't do it will be forced out.”

Generative AI is currently too slow for real-time ad creative generation, requiring offline pre-generation and online assembly instead.

“With generative AI we're not at the level of in terms of speed it's there's no way unless you're ready to like wait for five seconds or to the page to load we're not there so we have to find a way again to a balance things between something that is going to be done offline and online.”