Kompalli: Trillions in global advertising spend will soon shift to LLMs
Phalgun Kompalli · The AI Moat Everyone is Ignoring | Phalgun Kompalli, Founder UpGrad and Bodhium Labs · Aug 27, 2026 · at 7:05
Phalgun Kompalli, co-founder of UpGrad and Bodhium Labs, discusses the total addressable market for Generative Engine Optimization (GEO) with Siddhartha Ahluwalia.
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“Every single brand, every single company, every single SMA is spending a combined trillions of dollars on advertising every year, right? A lot of that is going to move to LLMs is our thesis.”
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