Chad Hetherington

What would happen if the largest private AI startup bought one of the largest visual search and discovery platforms?

A rumor began to circulate early this year about OpenAI gearing up to purchase Pinterest. The speculation stems from a predictions report published by The Information that suggests this could happen in 2026.

While neither company has yet to confirm the rumors, this potential deal would be OpenAI’s biggest yet, giving it access to vast amounts of visual and user data that might mean ChatGPT is about to transform into a more comprehensive visual discovery and commerce platform.

If the deal does indeed go down, here’s what marketers might be curious to know.

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Why Pinterest? Why Now?

Pinterest stands on a podium among the world’s most popular websites — and is the website for gathering visual inspiration and discovering products. Users search for and curate Pins to build their ideal capsule wardrobes, plan their weddings, meal prep, craft, DIY — you name it, someone uses Pinterest to visualize and plan it.

From a business perspective, Pinterest is an alluring well of imagery and data that could help OpenAI improve AI-powered visual search and training for multimodal AI.

Owning Pinterest’s user data, ad infrastructure and shopping mechanisms could allow OpenAI to transform ChatGPT into a more comprehensive discovery and commerce platform, enabling it to compete with the likes of Google and Amazon on the e-commerce front.

Investors seem excited at the prospect, too, even though it is still just a prospect. After the report circulated and started gaining media attention, Pinterest’s stock price reportedly jumped up about 3%.

But what do Pinterest’s most dedicated users think? And, if the deal happens, what could that mean for marketers and SEOs optimizing campaigns for AI search discoverability?

What Do Users Think?

Based on my own digging, many dedicated users oppose the acquisition. I can’t say I’m surprised by that reaction. Over time, AI in general has collected this kind of reputation for being intrusive. It’s nearly everywhere now (yes, even on Pinterest sans acquisition) in one form or another. When people see their favorite apps and tools change in real time, they become concerned about what the future may hold.

Virtually every Reddit thread I clicked into about the topic was filled with contempt, and someone even created a Change.org petition titled ‘Stop OpenAI from buying Pinterest’ that has collected 28,000+ signatures at the time of writing.

What Could Change From a Marketing Perspective?

Even if OpenAI never buys Pinterest, the fact that it’s plausible could be an indication of what kind of data tech leaders believe to be both scarce and valuable right now:

  • Intent-rich behavior (planning, saving, comparing).
  • Visual datasets (images + context + relationships).
  • Discovery loops (from “I like this” to “show me more” to “help me choose”).

Brand and product discovery is becoming conversational, visual and personalized — and increasingly happens inside an AI interface instead of directly on a website. For marketers, it doesn’t really matter whether this deal happens or not; rather, it’s about recognizing that the prospect of it signals where search is and has been heading — somewhere visual, personal and more curated.

Pinterest isn’t a passive scrolling platform. Users come to plan, visualize and eventually buy. That makes Pinterest’s data valuable for training AI to understand not just what people like, but what they’re preparing to do next.

Fold that kind of high-intent visual data into ChatGPT, and the platform could evolve from simply answering questions to guiding product discovery. Instead of returning a list of links, ChatGPT could generate visual mood boards, recommend products based on aesthetic preferences or surface shopping options in response to conversational prompts. In other words, AI search could become less about keywords and more about visual context and intent.

For marketers and SEOs, that could mean that visibility in AI-driven search may rely less on traditional ranking factors and more on the quality, consistency and context of visual assets. Images, product metadata and how content visually communicates intent could play a growing role in discoverability.

That possibility is also what worries many users. For a platform that has long felt human-curated and creatively driven, the idea of deeper AI integration raises concerns about authenticity, data use and over-automation. Users fear Pinterest becoming less about personal inspiration and more about generated recommendations, sponsored content and AI-optimized results that dilute the organic discovery experience they originally came for.

Final Thoughts

While deeper AI integration as a result of this potential acquisition could improve personalization and discoverability, it risks alienating users if it comes at the expense of trust or control. It’s a weird time for both marketers and consumers. There’s pressure from major tech companies directed at both sides to embrace AI, which creates a tension that can be tough to navigate. Some people are open to AI, others aren’t, and balancing everything isn’t easy. Of course, this is all still speculation, but it’s still a good pulse check on where AI discoverability is headed, how some users feel about it and what marketing activities could become more important as everything continues to evolve.