--- type: xpost source_url: https://x.com/HowToAI_/status/2065118982659883350 retrieved: 2026-06-12 author: "@HowToAI_" is_thread: true quote_count: 872 retweet_count: 139 paper_url: https://arxiv.org/abs/2510.08338 tags: [llm, market-research, semantic-similarity-rating, colgate, synthetic-consumers] --- # Colgate: LLMs Predict Purchase Intent at 90% Accuracy via Semantic Similarity Rating (SSR) **Author:** How To AI (@HowToAI_) **Posted:** 2026-06-11 **Source:** https://x.com/HowToAI_/status/2065118982659883350 ## Summary Colgate-Palmolive (in collaboration with PyMC Labs, 2025) published a paper demonstrating that LLMs can predict real purchase intent with ~90% correlation attainment using a method called **Semantic Similarity Rating (SSR)**. ### The Problem Asking an LLM directly "Rate this product from 1 to 5" produces safe, middle-of-the-road garbage — mediocre numerical ratings that don't reflect real consumer behavior. ### The SSR Method Instead of asking for a number, researchers: 1. Gave the LLM a **demographic profile** (age, income bracket, etc.) 2. Showed it a **product concept** 3. Asked it to **role-play as a consumer** and write down raw, unfiltered thoughts 4. Used a **semantic model** to translate those written thoughts into a numerical score ### Results - Tested against **57 real corporate surveys** and **9,300 actual human responses** - Synthetic AI consumers matched real human buying behavior with **~90% reliability** - Perfectly mirrored how different age brackets and income levels react to price changes - Provided detailed, qualitative feedback that was deeper and more critical than what actual humans wrote ### Key Clarifications (from thread) - The metric is **correlation attainment**: the AI panel hits ~90% of human test-retest reliability (i.e., ~90% of the way to how consistent real people are with their own answers on a retest) - It measures **survey purchase intent**, not actual purchase behavior - Works best in **categories the model already knows well** ### Implications - Destroys the economics of traditional market research - Can simulate 1,000 hyper-targeted customer interviews overnight - Can A/B test pricing across every demographic instantly - No need to wait a month to see if a product will sell ### Critical Perspectives (from comments) - @miromusing: Attempted replication struggled to get the same results — approach is useful but not yet consistent/reliable enough to replace real research - @cenkercakin: The LLM is trained on data from the very resource it replaces — what happens when that data source dries up? - @chris_byrne: Prof. Juster invented the Buyer Intention Scale (0-10) in 1966; Bain later rebadged it as NPS ### Paper Reference - **Title:** (Colgate-Palmolive + PyMC Labs, 2025) - **arXiv:** https://arxiv.org/abs/2510.08338