The news: The connected TV (CTV) market is in flux as retail giants Amazon and Walmart escalate their fight for dominance—staking claims not just on content or devices, but on the operating systems themselves. Our take: Amazon and Walmart are racing to close the gap between attention and action. Controlling TV hardware and CTV operating systems while linking them to first-party retail data helps build seamless, closed-loop ad ecosystems where viewers can become buyers in a click. To stay competitive, marketers must optimize for closed-loop attribution, prioritize retail media integrations, and treat smart TVs as both screen and storefront as retail media and CTV ad spending surge.
The insights: Generation X leads in consumer spending, and tech industry marketers may be missing out on a key opportunity, especially this holiday season. Gen Xers worldwide will spend $15.2 trillion in 2025—more than any other generation—per NielsenIQ’s The X Factor report. 25% of UK Gen Xers plan to spend more than £500 ($639) on Christmas gifts this year, per Azerion, while only 1% of Gen Zers say they will spend that much. Our take: This is marketers’ cue to lean into smarter personalization, digital experiences, and loyalty programs that appeal to Gen X’s tech-savvy, open-minded style, and their outsized influence on household spending. Dedicated strategies to target Gen X now will drive growth while spending power is at its peak.
The news: Meta is experimenting with letting users sign up for Threads through Facebook, potentially attracting older users and further separating Threads’ identity from Instagram. Our take: Combining data from Facebook and Threads will give advertisers deeper insights and opportunities to optimize campaigns. Marketers can use this to tailor platform-specific campaigns or create unified cross-platform content to better resonate across demographics.
The news: OpenAI is preparing to launch a suite of office productivity tools that could let users bypass tools from Microsoft. Users will be able to build and modify presentations and spreadsheets that are compatible with PowerPoint and Excel, per The Information—without using Microsoft’s own apps. Our take: This suite could position OpenAI as a serious contender in the office software space, bypassing years of Microsoft and Google development. Companies using ChatGPT could improve workflows by managing documents, generating content, and executing repetitive tasks from a single interface.
The news: The vast majority of referral traffic from AI sources comes from desktop users while mobile traffic lingers in single-digit percentages. 94% of ChatGPT referral traffic is from desktop users, per BrightEdge’s The Open Frontier of Mobile AI Search report. Google Gemini’s traffic is 94% desktop versus 5% mobile, while Perplexity’s is 96% desktop and just 3% mobile. Our take: As search engines increasingly reduce organic visibility and prioritize zero-click searches, brands and publishers need to develop unique content strategies for different devices. Providing a mix of long-form, in-depth posts for desktop users along with snappy headlines and skimmable content for those on mobile could help achieve the best of both worlds
The news: The window to monitor AI’s reasoning in chatbots and agents is quickly closing, according to 40 researchers from Google DeepMind, Anthropic, OpenAI, Meta, and more. In a rare show of unity, the researchers stated that chatbots and agents are shifting from human-readable chain-of-thought reasoning to opaque, non-verbal methods, per VentureBeat. Our take: The collective call for transparency and standards marks an inflection point. Without urgent action, AI systems may soon outpace our ability to audit them—leaving marketers, creators, and regulators flying blind. Unseen logic means unchecked bias that could result in reputational damage.
The news: The breakneck speed of AI development makes bugs easier to miss and slower to patch, leaving platforms vulnerable to flaws and potentially leaked data. This week, Meta revealed it had patched a bug in January that would have let its AI chatbot users access others’ private prompts and responses, per TechCrunch. Key takeaway: As AI tools become central to marketing workflows, so do the risks tied to prompt exposure, IP leaks, and client data breaches. Marketers must approach AI adoption with the same scrutiny they apply to any vendor handling sensitive assets.
The news: Big Tech is cracking down on high-volume email. Gmail just empowered users to unsubscribe in bulk, Google and Yahoo began enforcing strict sender rules for anyone dispatching over 5,000 emails a day in February 2024, and Microsoft followed suit in April, per MarTech. These new standards aim to reduce spam and improve user experience by requiring senders to meet three key criteria: proper authentication, low spam complaint rates, and one-click unsubscribe options. Non-compliance risks message rejection. Our take: The crackdown on bulk email is permanent. Marketers must audit email practices now to avoid disruptions. Compliance ensures deliverability and maintains audience trust, making authentication, monitoring spam rates, and streamlining unsubscribes a priority.
The news: ByteDance is working on lightweight mixed-reality goggles that could directly challenge Meta’s products, per The Information. Our take: If ByteDance can leverage its content ecosystem, creator network, and powerful algorithm, it could carve out a foothold with younger, social media–savvy users. Brands could sponsor AR lenses and place products within digital overlays to turn everyday activities into shoppable moments.
The news: Google is experimenting with AI summaries in Discover—the news feed within its iOS and Android search apps—adding yet another threat to referral traffic for web publishers. Instead of displaying a headline and link to a news story, Discover shows an AI summary with an icon featuring the logo of any cited source. Our take: If users increasingly rely on AI summaries—and if Discover becomes a zero-click search hub—publishers risk further declines in web traffic, imperiling not just ad revenues but the viability of good journalism.
The news: Google snatched AI coding startup Windsurf’s IP out from under OpenAI in an acqui-hire that includes Windsurf’s CEO, co-founder, and some R&D employees. Our take: Google’s nonexclusive licensing approach could help it avoid regulatory pushback, though employees not involved in the deal may be left out to dry. Deals like this show that control over developer tools is becoming a major strategic advantage for tech companies and could indicate that the Big Tech fight for AI talent and executives is only just beginning.
The news: Amazon Web Services (AWS) will launch an agentic AI marketplace designed to help enterprises browse and install AI agents from a variety of startups from a one-stop shop. Our take: The AWS agent marketplace could become a high-value channel for both discovering and distributing automation tools. Enterprises already on AWS’ platform should consider exploring new agent integrations, while startups have a chance to get in front of decision-makers before the market gets even more crowded.
The news: xAI, Elon Musk’s AI company, issued a public apology after Grok posted extremist, antisemitic, and politically incendiary content. The chatbot described itself as “MechaHitler” and repeated far-right rhetoric—shortly after Musk pushed to make the chatbot “less politically correct.” Our take: Despite Grok’s competitive performance, its volatility may keep it off the table for marketers running AI pilot programs—like NinjaPromo, which is piloting AI tools that combine its proprietary models with external LLMs for predictive analytics, generative content, and programmatic ads aimed at boosting ROI and automating workflows. Before trusting any platform, CMOs must ensure their tool’s transparency and determine how each model reasons—and what values or biases are embedded.
On today’s podcast episode, we discuss the growing AI literacy gap, how to tell if your organization is ready for AI, and what not to do when it comes to AI adoption. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Gadjo Sevilla, and Professor and AI Advisor to the Deans at Rice Business School and Founder and CEO of AI company DemistifAI Kathleen Perley. Listen everywhere and watch on YouTube and Spotify.
The news: Meta is refusing to change its “pay or consent“ model in the EU, per Reuters, risking fines to protect its ad-targeting capabilities. The company argues it’s being singled out and that “a user choice between a subscription for no ads service or a free ad-supported service remains a legitimate business model for every company in Europe—except Meta,” per Reuters. Our take: This is a battle for user data, and with the DMA’s prior victories over Meta, it’s one fight that Meta may not win. Marketers should track Meta’s changing compliance stance, prepare for restrictions on user-level data, and consider spending on platforms with fewer regulatory risks.
The news: Samsung is exploring innovative new wearable formats, including smart jewelry. Won-joon Choi, Samsung’s COO of mobile experience, told CNN that AI advancements could power a “new wave” of devices beyond the smartphone. “We believe it should be wearable, something (that) you don’t need to carry. … It could be something that you wear: glasses, earrings, watches, rings, and sometimes (a) necklace,” Choi said. Our take: As the shift toward hands-free, voice-first wearables accelerates, companies should start building applications designed for screenless experiences like voice-driven customer service tools, workforce productivity assistants, or sponsored fitness programs.
The news: Most marketers aren’t adapting their creative assets to fit the platforms where their ads appear, per Smartly and EMARKETER’s July 2025 CTV Meets Social survey. Nearly three-quarters (72%) reuse or lightly tweak social video content for connected TV (CTV), indicating that they’re missing the opportunity to engage with a motivated audience. Our take: Marketers could benefit by treating social as a testing lab for larger screens. Using feedback to identify winning campaigns, they can rework those ads for CTV audiences. Bifurcating creative development specific to social and CTV could serve both channels while keeping costs down and impact high.
The news: Google Chrome could soon face intensified competition from OpenAI and Perplexity. On Wednesday, Perplexity launched its long-awaited agentic AI browser, Comet. It’s currently exclusive to subscribers on its $200-per-month Max plan, but other users can sign up on a waitlist. OpenAI is expected to launch its own browser in the coming weeks, per Reuters, bringing more AI tools to its over 400 million weekly ChatGPT users. As AI search tools continue to expand, companies should plan their generative engine optimization (GEO) strategies now by ensuring content can be summarized by chatbots and that copy in graphics is clear and accessible to AI tools.
The news: Consumers increasingly see connected TV (CTV) ads as helpful during the holiday shopping season, according to LG Ad Solutions’ latest study. A growing number—59%—say CTV ads help guide holiday purchases, a 43% YoY spike. Home screen CTV ads are clicking—26% of shoppers find them helpful for purchases, up 105% YoY. For advertisers, they’re fast becoming high-impact conversion tools amid rising ad loads. Our take: As holiday shopping habits extend into events like Prime Day and Cyber Monday, advertisers that align messaging, timing, and format across CTV platforms will win both attention and conversions.
The news: YouTube is scrapping its Trending page and Trending Now list, citing the growing diversity of topics on its platform and rise of content discovery through search and recommendation algorithms. Instead, YouTube will promote popular content in category-specific charts, such as Trending Music Videos and Weekly Top Podcast Shows. Our take: Brands should shift their focus beyond chasing virality and toward building content that fits audience niches. Reaching users through personalized feeds and hyper-specific categories could deliver more consistent engagement.