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.“Paraphrase: 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.“Paraphrase: 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.”
Goldman predicted that the 2020s would be paid search advertising's last decade of growth. EMARKETER's 2026 forecast still has search ad spending rising, but growth is slowing and search's share of digital ad spending is declining. The decade is not over, so the long-horizon call remains unresolved.
2024
1 prediction- Dec 2, 2024Called it.“Paraphrase: 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, 2010Called it.“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.”
In 2010, Goldman predicted a shift from search results toward applications that handle complex tasks from stated intent, using trip planning as his example. Google's AI Mode now plans itineraries and has begun rolling out hotel booking within the conversational flow. Partner hotels and booking platforms remain the merchants, and flights can still send users to airline or travel sites; this supports the directional prediction, not fully autonomous end-to-end travel booking.
