The audience you're buying is not the audience you need
When a brand buys an audience, what they're actually buying is usually a stand-in for the audience they need. Both sides know it, at some level. The transaction happens anyway, because there hasn't been an alternative.
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A model that's only seen your own transaction data can't connect a gym membership to a sports drink
A person connects a gym membership, deodorant, and a sports drink instantly. A model trained only on your own transaction history can't, and that gap is the whole argument for using a language model.
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Search ads systems don’t understand what they’re doing
Ask a person to judge whether a search result is good and they do it instantly. Ranking systems can't, because they don't know what things are. They know what users clicked before.
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Building the ranking signals search ads are missing
Four signals close the world-knowledge gap: query type, ESCI class, item-semantic embedding, and user embedding. What they are, how they connect, and how to build them in stages so value ships early.
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