Pundit
Aaron Goldman
5 receipts • Tracked since May 2026
CMO of Mediaocean; author of Everything I Know About Marketing I Learned From Google.
Affiliations
No firm affiliations on record.
— Filed —
5 receipts
2026
1 prediction- May 3, 2026Too early to tell.“The Metaverse will make a comeback.”
Contrarian take post-Apple Vision Pro reset. Tracking Meta Reality Labs revenue, Vision Pro shipments, and consumer-spatial app adoption.
2025
2 predictions- Aug 8, 2025Too early to tell.“Ads on ChatGPT will become CPA.”
Specific, falsifiable call about pricing model. Will be evaluated when OpenAI or another major LLM platform formally launches an ads product and discloses pricing structure.
- Jan 3, 2025Story still evolving.“This will be the last decade of growth for paid search.”
Bold long-horizon call. Google search is being reshaped by AI Overviews and agentic browsing; paid-search growth has begun to flatten in some categories. Tracking quarterly Google ad revenue and share-of-search shifts.
2024
1 prediction- Dec 2, 2024Called it.“OpenAI will launch ads in 2026.”
Filed for tracking. As of mid-2026 OpenAI has not formally launched a paid-ads product, though signals (sponsored answers, partner integrations) keep building. Verdict to be revisited at year-end 2026.
2010
1 prediction- Aug 9, 2010Story still evolving.“In the coming years, we'll see a shift in focus towards applications that can handle complicated tasks based on our stated intent — eg, planning a trip to Italy.”
Aaron called the rise of agentic, "search-and-act" interfaces ahead of the 2024-2025 wave of AI agents from OpenAI, Anthropic, Google, and Perplexity. The category is clearly forming — we're tracking adoption and revenue impact.