
i imagine things and follow through rn building @axydigital_ai and https://xitter.cf/t.co/5h5yybnDqn
Joined September 2015
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We spoke to some of the largest incumbent ad networks, and here's what we found. an ai app needs around 500k monthly active users before the big ad exchanges will plug in.
that's roughly 30M - 40M ad impressions a month.
most ai apps are nowhere near it. we've mapped almost 1,000 consumer ai apps with a free tier, and most of them sit below that line.
so the long tail of ai apps is locked out of programmatic ad revenue because each app is too small on its own.
the web had the same problem 20 years ago. the fix was ad networks that pooled thousands of small sites into one audience advertisers could buy.
I am curious for those who've seen this cycle play out across the web, mobile, gaming, ctv, audio, etc. what do you think is going to be different about this cycle for ai apps?
Robin Lim | Aria retweeted
Pegaroute is out of stealth.
We built the routing layer that turns a wallet, DEX or dapp into a super-app. One noncustodial API. 10,000+ assets. 70+ chains.
What’s different:
@CantonNetwork: Most routers can’t reach it. We do.
Private swaps, with compliant XMR and ZEC routes.
i've built 8+ startups:
- in 2 of them, the founding team fell apart before we ever got it off the ground
- in 2 of them, i've raised vc
- 1 of them i killed because i did not have the right team
- exited 1 of them
- bootstrapped 1 to 1,500+ b2b users
now building trustaria.xyz with all the lessons i've learned over the last 10+ years
if you're in the trenches, ideating, building, pivoting, i'd love to connect.
ai share of voice is the new landing page. we've all been fussing over LLMs and general chats but we're actually missing vertical agents. we labeled 4M prompts across 67 languages, and 88% on vertical assistants carry commercial intent vs 6-7% on general ones. my pov is that retailers should track both, which also creates fragmentation, will be interesting to see how this develops
Google is now literally showing ecommerce businesses specifically how to get traffic from AI Search.
Yes, directly inside your Google dashboard.
This is probably one of the most useful AI Search updates for retailers in 2026.
Let’s go through it.
If you want to see whether your business is appearing across Google AI, ChatGPT, Claude, Perplexity, Grok and broader AI search, start here. It’s free:
seo-stuff.com/free-audit
Google recently made its new AI Performance Insights report generally available inside Merchant Center for eligible businesses in the United States, Canada, Australia, India and New Zealand.
The current report covers English-language conversational shopping queries across Google AI Mode and AI Overviews.
Google is essentially giving ecommerce companies an AI Search diagnostic report.
You can see whether your products are being surfaced when somebody uses Google’s AI features to research what to buy, and where competitors are getting visibility that you are not.
Let’s start with share of voice.
Google calculates AI share of voice based on how many AI impressions your brand or products receive compared with you and the competitor set Google has defined for related searches.
What exactly does that mean?
Well, when Google AI is helping shoppers research your category, how much of that visibility are YOU getting?
If competitors are appearing constantly while your products barely show up, you finally have first-party Google data showing you the gap.
No manually asking AI Mode the same question 50 times or trying to infer everything from referral traffic - Google itself is telling you.
The report then breaks conversational shopping searches into three stages:
Discovery.
Evaluation.
Ready to buy.
This might be the most useful part of the entire report.
Suppose you have strong visibility during Discovery, but it falls during Evaluation and nearly disappears at Ready to buy.
That tells you your products are being surfaced early in the research journey, but losing visibility as shoppers get closer to making a decision.
The opposite could happen too.
Maybe you perform well for shoppers who already know what they want, but competitors are being introduced much earlier.
That is far more useful than simply knowing you were “mentioned in AI Search.”
And it is why SEO Stuff approaches AI Search Optimization as more than checking whether ChatGPT mentioned your name once:
seo-stuff.com/gold-plan-pack…
Then there are the actual searches.
Traditional ecommerce SEO has historically focused heavily on relatively clean keywords like “running shoes,” “carry-on luggage” or “standing desk.”
AI shopping queries can look more like:
“What’s a good lightweight running shoe under $150 for someone with flat feet who runs mostly on pavement?”
Those searches contain use cases, constraints, features, price ranges and preferences all at once.
Google’s report is built around that reality.
Its Top Terms section shows the concepts shoppers are prioritizing inside conversational queries.
Google gives examples such as “maximum cushioning” and “arch support,” then tells merchants to incorporate relevant high-frequency terms into product titles and descriptions where appropriate.
That is Google directly connecting conversational AI Search behavior to product optimization.
The report also surfaces Popular Attributes.
Think size, color, material and other structured product specifications.
Google can show which attributes shoppers frequently care about and which may be missing from your product data.
If shoppers repeatedly want to know whether something is machine washable, expandable, 100% cotton or supports a certain weight, but your product data does not clearly provide that information, you have an information gap.
Google’s recommendation is straightforward: populate missing attributes and prioritize the ones shoppers are asking about most.
Then there is Top Search Intents.
This goes beyond individual terms and looks at WHY somebody is searching.
A shopper may want an office chair for lower back pain, want to compare two models, stay under $300 or understand whether mesh or leather is better.
Those are very different buying situations, and Google is now giving retailers more information about which conversational shopping intents are actually occurring.
So the optimization loop becomes pretty straightforward:
Look at your AI Search share of voice, identify where competitors are beating you, see where visibility falls across Discovery, Evaluation and Ready to buy, review the terms and attributes shoppers care about, improve your product information and keep monitoring.
Google is explicitly recommending this kind of workflow.
Keep product data accurate.
Add relevant high-frequency terms where appropriate.
Populate missing attributes.
Keep reviewing the report as new opportunities appear.
There is another important detail.
The AI Performance report currently measures organic AI visibility.
Paid Ads traffic is not included.
That makes this particularly relevant for SEO.
But Merchant Center product data is only part of the equation.
People researching expensive or complicated products also ask things like:
“What is the best X for Y?”
“X vs. Y.”
“Is X worth the money?”
“Best X under $500.”
“What should I look for when buying X?”
A product feed alone may not answer those questions, but your website can.
Buying guides, comparison pages, category pages, FAQs, use-case content, product education, original research and expert explanations give Google more context around the buying decision.
Suppose shoppers are researching “best running shoes for plantar fasciitis.”
Your product feed can help Google understand which shoes may be relevant.
Your website can explain which features matter, which products contain those features, how models compare and who each shoe is designed for.
That gives Google considerably more information to work with across the broader research journey.
This is what the SEO Stuff Premium Content Bundle is designed to build:
seo-stuff.com/premium-conten…
Then there is authority.
Your product feed and website are still information coming from YOU.
Search and AI systems also encounter reviews, editorial publications, comparison articles, industry websites, third-party mentions and contextual backlinks discussing your company and products.
That broader authority is why the SEO Stuff done-for-you package combines content with contextual DR50+ placements:
seo-stuff.com/gold-plan-pack…
And Google just gave ecommerce businesses considerably more data to see where those efforts may need to be focused.
There is another development worth paying attention to - Google is also introducing Conversational Attributes in Merchant Center.
These are optional product-data fields designed to help AI systems and conversational agents understand more nuanced information about products.
They can include product questions and answers, supporting documents, related products, variant information and popularity information.
Google recently disclosed a test involving lululemon.
The company submitted conversational product attributes, and Google says those attributes were incorporated into relevant AI Mode product recommendations 50% of the time during testing.
Mind you, that does NOT mean adding conversational attributes gives you a 50% chance of being recommended, it just means the additional information lululemon supplied was incorporated into relevant recommendations half the time within that test.
Google wants more detailed product information because AI shopping queries are becoming more detailed, and it is increasingly giving merchants tools to both supply that information and measure what happens afterward.
If you run an ecommerce company, I would be paying very close attention to this report.
AI shopping is already measurable inside Google, and Google is now giving businesses tools specifically designed to help them understand and improve their presence within it.
And if you want to see where your business stands across Google AI, ChatGPT, Claude, Perplexity, Grok and broader AI search, start here:
seo-stuff.com/free-audit
of course muse monetizes better than the feed. a feed knows what you scrolled past and what you lingered on, but an assistant hears exactly what you want. the average chatgpt prompt is 23 words vs average google search is 4. more intent per user = more revenue per user
$META expects that Muse will reach an even higher level of monetization per user than current FoA
$1b run rate in under 200 days. now imagine the vertical apps. we labeled 4M prompts across 67 languages: 6-7% of prompts on general assistants carry commercial intent. on vertical assistants it's 88%. the ad money is in the coaches and planners, not just general chats.
OpenAI is expanding ChatGPT ads to 89 countries after reportedly hitting a $1B annual revenue run rate in under 200 days.
That could be just the beginning as more people use ChatGPT to decide what to buy with Sponsored Agents opening up another way for OpenAI to turn those shopping decisions into ad revenue.
I imagine things and follow through, I've built and tinkered with 8+ startups with varying successes and many failures, but seems like I only fail upwards 🤷🏻♀️
Currently building Aria (trustaria.xyz) - monetisation for AI apps
If you’re a
- founder
- creator
- entrepreneur
- builder
Let’s connect 🛠️✨
prompts carry 6x more intent signal that traditional search terms. we analyzed 4M prompts and found that the average chatgpt prompt is 23 words, while the average google search is 4.
3. control. structured memory and brand safety guardrails keep every ad on brand. put those together and the ad writes itself, for one person, in the moment. i’m imagining ads where the advertiser uploads what they sell. the ad server reads the user’s intent and context.
88% of prompts on vertical assistants carry commercial intent. v.s. 6–7% in general assistants like ChatGPT and Claude.
We analyzed our dataset of over 4M prompts across 67 languages and several surfaces, covering one-liners, long prompts, voice-to-text, etc.
I think that’s finally changing. When people search, they type a few words. When people prompt an AI, they explain everything. What they need. What they’ve tried. What their budget is. Why it didn’t work last time. That’s a much stronger signal than a search term.
I was chatting a with a friend a few months ago about ad fraud and it made me realise how easy it would be to commit ad fraud, and how its actually becoming easier with AI and agentic traffic.
It got me thinking about how advertising is going to change:
We're collectively realising that ads are the obvious answer. So far we've seen the application of AI for ad campaign management and optimisation within legacy platforms, and we're seeing some ad infrastructure purpose built for ai apps.













