The news: Meta’s $14 billion investment in Scale AI drove Google to cut ties with the startup. With Meta now owning a 49% stake, Google could be concerned that contracting with Scale would give Meta access to its proprietary data. Our take: Big Tech is racing to consolidate control over AI and cloud security infrastructure. Independence and agility could help companies avoid vendor lock-ins and data entanglement as regulators close in.
The news: Adobe aims to help brands and publishers improve content placement in AI browsers, search tools, and chatbots with its new suite of AI tools—LLM Optimizer. What it does: LLM Optimizer tracks which content and offerings—such as website details, products, or articles—are being shown in AI interfaces and where they’re appearing. Our take: Adobe’s new tools, especially outcome metrics and actionable recommendations, can help marketers and brands craft tailored SEO for each platform—browsers, AI Overviews, and chatbots—and surface data-driven solutions to help improve their AI search presence.
The news: Marketing teams are rapidly integrating AI tools into search engine optimization (SEO) workflows. A vast majority (86%) of US SEO professionals and digital marketers use ChatGPT alongside traditional platforms like Ahrefs (64%) and Semrush (56%), per a Databox survey to understand how generative AI (genAI) is changing their work in 2025. Our take: As shifts from traditional search to AI chatbots continue to alter the marketing landscape, CMOs need to maintain a balanced approach to AI integration while preserving traditional SEO foundations. Combining AI’s efficiency with human oversight is key to ensure brand control while exploring emerging search and SEO opportunities.
The news: Reddit rolled out two AI-driven ad tools—Reddit Insights and Conversation Summary Add-ons—to tap into its massive archive of user conversations to help brands reach more audiences effectively, per Reuters. Reddit is using generative AI (genAI) to distill user sentiment and track subreddit trends for sharper ad targeting. Our take: Where Meta and Google rely on targeting individual users, Reddit is spotlighting group dynamics and a shift toward community-led marketing. If these tools succeed, they could offer a new avenue for how brands approach discovery, feedback, and brand perception.
The news: Generative AI (genAI) is taking on a multifaceted role in users’ lives, as an influencer, a personal companion, and a consumer proxy. 87% of genAI users would consider asking the technology for social or relationship advice, per Accenture’s Me, My Brand and AI: The New World of Consumer Engagement survey. Our take: Embedding AI tools like chatbots, agents, and recommendation engines into brand websites can help users shop faster and discover new content. Offering transparency around data use and building opt-out features could help users trust the tools more and give them the peace of mind to hand over personal information in exchange for assistance and recommendations.
The news: PayPal is launching storefront-style ads that allow users to buy products directly within display ads on publisher sites, using PayPal or Venmo without leaving the page. Debuting in the US with partners like Business Insider and Vox Media, the units will later expand to include carousels and listings. This move strengthens PayPal’s financial media network footprint after its 2023 Ads launch. Our take: As FMN spend is set to reach $1.78B by 2027, PayPal is embedding commerce where consumers already are. These shoppable ads address friction, drive impulse purchases, and position PayPal as a safeguard against rising AI-driven agentic commerce.
The news: Disney and Universal are suing AI startup Midjourney, alleging copyright infringement. The lawsuit states that Midjourney pirated their content libraries and continues to produce “innumerable” copies of their characters, including Shrek, Homer Simpson, and Darth Vader. Our take: A victory for the studios could cut off AI companies’ access to media libraries, accelerate a shift toward paid content licensing deals, and set legal precedents to help web publishers and IP owners protect their content from data scraping.
The news: Meta’s AI app is drawing backlash as users unknowingly publish private chats—some serious—under real names due to a confusing share feature, per TechCrunch. Many people thought they were using the chatbot or saving notes in private, only to find that their prompts—which included topics like gender identity, medical concerns, tax evasion, and job interviews—were visible to strangers. Our take: This episode poses significant issues for Meta regarding the metaverse, AI, and advertising.
Direct-to-consumer (D2C) brands like Eyebuydirect are overcoming traditional barriers in high-consideration purchase categories like eyewear.
Lloyds, NatWest, and Truist are redefining banking with generative AI. Lloyds moves beyond individual use cases to rethink processes entirely, aiming for a customer-facing AI agent by late summer 2025. NatWest shifted to reimagining entire customer experiences, empowering all 70,000 employees with AI tools to rapidly explore new possibilities. Truist focuses on "knowledge extraction," a low-risk, high-reward use case demonstrating immediate value. Continuous experimentation and adaptable strategies are crucial for AI implementation, requiring agile learning, boundary-pushing, and prioritizing employee buy-in for customer-focused solutions.
43% of creators and influencers in North America say AI tools help them streamline their workflows, according to April 2025 data from URLgenius. However, nearly a third (30%) say they haven’t noticed any impact.
The news: With scams on the rise, advertisers and brands need to be thoughtful with their communications to keep it out of junk folders. 96% of US adults get at least one scam email, phone call, or text message each week, per CNET. Our take: To stop volume fatigue, brands should avoid inundating users’ phones and inboxes with constant messaging. Social media could offer a less-saturated space where short-form content can exemplify brand personality and where users are more likely to expect engagement.
The trend: Retailers and brands are rapidly weaving generative AI (genAI) into their operations to boost efficiency and scale without adding significant headcount. The breadth of the initiatives signals an abrupt shift in many companies’ thinking about genAI from a useful tool to a potential core business driver. Our take: GenAI enables companies to do more with less—a crucial advantage at a time when macro uncertainty is making many firms wary of increasing their headcount. As early adopters scale their efforts and share results, momentum will grow—prompting others to follow out of necessity, not choice.
The data: Physicians are more bullish on AI in healthcare than patients. Our take: Doctors are still figuring out AI themselves—but they can’t lose sight of how important it is to keep patients informed. They’ll need to get patient consent for use cases such as transcribing visits, and should opt out of using AI if their patients aren’t comfortable with it.
On today’s podcast episode, we discuss how to get folks to buy something they can’t go and see in a store, how D2Cs should be thinking about generative AI, and how one DTC is negotiating the tariff minefield. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and CEO and president of Eyebuydirect Sunny Jiang.
The news: Starbucks is rolling out “Green Dot Assist,” a generative AI (genAI) assistant built with Microsoft Azure and OpenAI, to 35 locations this month. The tool, which is accessed through iPads, aims to streamline operations, reduce service times, and improve accuracy for baristas while reducing reliance on manuals or intranet searches. Our take: Competitors and the industry will be keeping an eye on how Starbucks integrates AI assistants at scale. This is a potential blueprint for using AI not just for automation, but to enhance human touchpoints while increasing efficiency—provided all the moving parts work together.
The news: Google’s search dominance is slipping as AI innovations threaten its ad business. Its global web visits declined 1% YoY in April, according to Similarweb data published by AdWeek, compared with 182% growth for OpenAI’s ChatGPT and 181% for Perplexity. Google’s searches on Safari also dropped for the first time ever in April. In March, about 77% of all Google searches that triggered an AI Overview garnered zero clicks, which could dissuade advertisers from spending on the platform. Our take: As AI transforms search and keywords become less important, publishers and brands may need to rethink strategies for how their content is discovered and how they attract search users. AI-optimized content will likely become the next battleground for visibility and performance.
The news: OpenAI finalized a deal with Google Cloud to supplement its Microsoft Azure infrastructure, per Reuters. The deal addresses OpenAI’s growing compute needs as its annual revenues hit $10 billion, up from $5.5 billion in December. OpenAI’s ChatGPT and Google Gemini are the biggest rivals in the AI industry. The cloud deal effectively ends Microsoft’s exclusivity as ChatGPT’s cloud provider and is likely another indicator that the two companies are growing apart. Our take: The OpenAI-Google Cloud alliance signals a new era of pragmatic AI partnerships and the importance of diversified cloud strategies to support the explosion in AI usage.
The news: Adobe and Amazon are redefining how marketers produce video ads by launching new generative AI tools aimed at small and mid-sized businesses. Adobe Express for Ads, unveiled today, supports direct publishing to platforms like Google, Meta, and TikTok, while Amazon’s AI video tool can transform product pages into multiple ad variants. These tools cater to resource-limited advertisers seeking scale and performance. Our take: The video ad market is maturing fast—and AI is making it more accessible. As more marketers pilot GenAI tools, early adopters will gain an edge in personalization and efficiency, turning creative experimentation into reliable results.
The news: Smartphone makers and developers may be misplacing their focus on on-device AI as consumer interest nose-dives from already low levels. Only 3% of smartphone owners are willing to pay extra for AI features, per CNET’s 2025 Smartphone Innovation Survey, down from 6% in September. Our take: Enterprise customers may be a better bet for on-device AI adoption considering public consumers’ disinterest and privacy concerns. To boost use among consumers, smartphone makers could focus on easy-to-use features that are accessible to those new to AI and roll out AI upgrades incrementally rather than all at once to avoid AI overload.